Venturi Wealth Management’s Katapult Holdings KPLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
55,174
| – | – | 0.02% | 349 |
|
|
2025
Q1 | $564K | Hold |
55,174
| – | – | 0.03% | 307 |
|
|
2024
Q4 | $373K | Hold |
55,174
| – | – | 0.02% | 393 |
|
|
2024
Q3 | $573K | Hold |
55,174
| – | – | 0.03% | 266 |
|
|
2024
Q2 | $927K | Hold |
55,174
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $643K | Hold |
55,174
| – | – | 0.04% | 230 |
|
|
2023
Q4 | $601K | Sell |
55,174
-3,667
| -6% | -$39.9K | 0.04% | 239 |
|
|
2023
Q3 | $603K | Buy |
58,841
+17,175
| +41% | +$176K | 0.05% | 222 |
|
|
2023
Q2 | $937K | Sell |
41,666
-400
| -1% | -$9K | 0.08% | 166 |
|
|
2023
Q1 | $469K | Sell |
42,066
-5,536
| -12% | -$61.7K | 0.04% | 236 |
|
|
2022
Q4 | $1.14M | Hold |
47,602
| – | – | 0.1% | 145 |
|
|
2022
Q3 | $1.14M | Buy |
47,602
+40,063
| +531% | +$962K | 0.11% | 115 |
|
|
2022
Q2 | $202K | Buy |
7,539
+5,139
| +214% | +$138K | 0.02% | 307 |
|
|
2022
Q1 | $143K | Hold |
2,400
| – | – | 0.01% | 326 |
|
|
2021
Q4 | $202K | Sell |
2,400
-400
| -14% | -$33.7K | 0.02% | 329 |
|
|
2021
Q3 | $380K | Buy |
+2,800
| New | +$380K | 0.03% | 252 |
|