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Venturi Wealth Management’s KB Financial Group KB Stock Holding History

Venturi Wealth Management’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Buy
3,657
+1,241
+51% +$125K 0.02% 423
2025
Q4 		$208K Buy
+2,416
New +$204K 0.01% 549
2025
Q1 		– Sell
-845
Closed -$48.1K – 1252
2024
Q4 		$48.1K Sell
845
-242
-22% -$15.6K ﹤0.01% 1026
2024
Q3 		$67.1K Buy
1,087
+1,044
+2,428% +$64.9K ﹤0.01% 681
2024
Q2 		$2.44K Buy
+43
New +$2.34K ﹤0.01% 1340

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