Venturi Wealth Management’s Loews L Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,237
| Closed | -$105K | – | 1273 |
|
|
2024
Q4 | $105K | Buy |
1,237
+119
| +11% | +$10.1K | 0.01% | 754 |
|
|
2024
Q3 | $88.4K | Buy |
1,118
+7
| +0.6% | +$553 | ﹤0.01% | 597 |
|
|
2024
Q2 | $83K | Buy |
1,111
+450
| +68% | +$33.6K | ﹤0.01% | 542 |
|
|
2024
Q1 | $51.8K | Buy |
661
+511
| +341% | +$40K | ﹤0.01% | 497 |
|
|
2023
Q4 | $10.4K | Buy |
150
+46
| +44% | +$3.2K | ﹤0.01% | 869 |
|
|
2023
Q3 | $6.59K | Buy |
104
+98
| +1,633% | +$6.21K | ﹤0.01% | 895 |
|
|
2023
Q2 | $357 | Buy |
+6
| New | +$357 | ﹤0.01% | 1098 |
|