Venturi Wealth Management’s ORIX IX Stock Holding History

Venturi Wealth Management’s Portfolio IX Stock Details IX 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	$308K	Buy
2025 Q2	$217K	Buy
2025 Q1	–	Sell
2024 Q4	$17.7K	Buy
2024 Q3	$9.17K	Buy
2024 Q2	$6.34K	Buy