Venturi Wealth Management’s International Paper IP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-622	Closed	-$33.5K	–	1208
2024 Q4	$33.5K	Buy	622 +295	+90%	+$15.8K	﹤0.01%	1136
2024 Q3	$16K	Sell	327 -16	-5%	-$745	﹤0.01%	1079
2024 Q2	$14.8K	Buy	343 +50	+17%	+$2.03K	﹤0.01%	1008
2024 Q1	$11.4K	Sell	293 -788	-73%	-$28.6K	﹤0.01%	901
2023 Q4	$39.1K	Buy	1,081 +295	+38%	+$10.3K	﹤0.01%	535
2023 Q3	$27.9K	Buy	786 +753	+2,282%	+$25.6K	﹤0.01%	554
2023 Q2	$1.05K	Sell	33 -987	-97%	-$32.3K	﹤0.01%	1012
2023 Q1	$36.8K	Buy	+1,020	New	+$37.8K	﹤0.01%	507
2017 Q3	–	Sell	-4,224	Closed	-$226K	–	188
2017 Q2	$226K	Sell	4,224 -5,280	-56%	-$267K	0.05%	173
2017 Q1	$463K	Sell	9,504 -5,280	-36%	-$265K	0.11%	132
2016 Q4	$743K	Hold	14,784	–	–	0.21%	95
2016 Q3	$672K	Hold	14,784	–	–	0.22%	84
2016 Q2	$593K	Hold	14,784	–	–	0.2%	93
2016 Q1	$575K	Buy	14,784 +2,112	+17%	+$73.6K	0.21%	94
2015 Q4	$452K	Buy	+12,672	New	+$488K	0.21%	98