Venturi Wealth Management’s Shift4 FOUR Stock Holding History

Venturi Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$41.4K	Buy
2024 Q3	$32K	Buy
2024 Q2	$25.9K	Buy