VWM
Venturi Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
1,693
-406
| -19% | -$152K | 0.03% | 279 |
|
|
2025
Q1 | $687K | Buy |
2,099
+7
| +0.3% | +$2.29K | 0.04% | 266 |
|
|
2024
Q4 | $683K | Buy |
2,092
+19
| +0.9% | +$6.2K | 0.03% | 268 |
|
|
2024
Q3 | $482K | Sell |
2,073
-43,179
| -95% | -$10M | 0.03% | 301 |
|
|
2024
Q2 | $12.6M | Buy |
45,252
+683
| +2% | +$191K | 0.75% | 36 |
|
|
2024
Q1 | $11.8M | Buy |
44,569
+2,155
| +5% | +$569K | 0.76% | 39 |
|
|
2023
Q4 | $9.65M | Buy |
42,414
+183
| +0.4% | +$41.7K | 0.68% | 46 |
|
|
2023
Q3 | $10M | Buy |
42,231
+1,568
| +4% | +$373K | 0.79% | 35 |
|
|
2023
Q2 | $8.84M | Buy |
40,663
+1,057
| +3% | +$230K | 0.71% | 37 |
|
|
2023
Q1 | $8.02M | Buy |
39,606
+263
| +0.7% | +$53.2K | 0.66% | 38 |
|
|
2022
Q4 | $8.5M | Sell |
39,343
-14,046
| -26% | -$3.04M | 0.75% | 36 |
|
|
2022
Q3 | $11.7M | Sell |
53,389
-4,965
| -9% | -$1.08M | 1.12% | 15 |
|
|
2022
Q2 | $10.8M | Sell |
58,354
-2,970
| -5% | -$548K | 0.96% | 20 |
|
|
2022
Q1 | $11.2M | Sell |
61,324
-6,482
| -10% | -$1.18M | 0.86% | 25 |
|
|
2021
Q4 | $10.9M | Sell |
67,806
-404
| -0.6% | -$64.7K | 0.82% | 34 |
|
|
2021
Q3 | $10.7M | Sell |
68,210
-3,384
| -5% | -$530K | 0.89% | 24 |
|
|
2021
Q2 | $9.66M | Sell |
71,594
-1,045
| -1% | -$141K | 0.86% | 27 |
|
|
2021
Q1 | $10.3M | Sell |
72,639
-16,964
| -19% | -$2.41M | 0.99% | 23 |
|
|
2020
Q4 | $9.34M | Sell |
89,603
-2,399
| -3% | -$250K | 0.97% | 23 |
|
|
2020
Q3 | $7.05M | Buy |
92,002
+3,287
| +4% | +$252K | 0.82% | 34 |
|
|
2020
Q2 | $6.96M | Buy |
+88,715
| New | +$6.96M | 0.93% | 31 |
|