Venturi Wealth Management’s Macy's M Stock Holding History

Venturi Wealth Management’s Portfolio M Stock Details M Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$18.1K	Sell
2024 Q3	$35.8K	Buy
2024 Q2	$11.4K	Sell
2024 Q1	$12.3K	Buy
2023 Q4	$5.79K	Hold
2023 Q3	$3.34K	Hold
2023 Q2	$4.62K	Hold
2023 Q1	$5.04K	Buy