Venturi Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,069
| Closed | -$18.1K | – | 1311 |
|
|
2024
Q4 | $18.1K | Sell |
1,069
-1,212
| -53% | -$20.5K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $35.8K | Buy |
2,281
+1,685
| +283% | +$26.4K | ﹤0.01% | 856 |
|
|
2024
Q2 | $11.4K | Sell |
596
-18
| -3% | -$346 | ﹤0.01% | 1078 |
|
|
2024
Q1 | $12.3K | Buy |
614
+326
| +113% | +$6.52K | ﹤0.01% | 878 |
|
|
2023
Q4 | $5.8K | Hold |
288
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q3 | $3.34K | Hold |
288
| – | – | ﹤0.01% | 1070 |
|
|
2023
Q2 | $4.62K | Hold |
288
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $5.04K | Buy |
+288
| New | +$5.04K | ﹤0.01% | 822 |
|