Venturi Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$164K	Buy
2025 Q1	–	Sell
2024 Q4	$105K	Buy
2024 Q3	$26.7K	Sell
2024 Q2	$25K	Buy
2024 Q1	$3.69K	Buy