Venturi Wealth Management’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+10,270
| New | +$237K | 0.01% | 482 |
|
|
2025
Q1 | – | Sell |
-8,640
| Closed | -$178K | – | 1105 |
|
|
2024
Q4 | $178K | Buy |
8,640
+5,561
| +181% | +$114K | 0.01% | 574 |
|
|
2024
Q3 | $54K | Buy |
3,079
+814
| +36% | +$14.3K | ﹤0.01% | 740 |
|
|
2024
Q2 | $35.8K | Buy |
2,265
+438
| +24% | +$6.93K | ﹤0.01% | 771 |
|
|
2024
Q1 | $32.4K | Buy |
1,827
+124
| +7% | +$2.2K | ﹤0.01% | 602 |
|
|
2023
Q4 | $22.9K | Buy |
1,703
+272
| +19% | +$3.65K | ﹤0.01% | 667 |
|
|
2023
Q3 | $16.6K | Buy |
+1,431
| New | +$16.6K | ﹤0.01% | 679 |
|