Venturi Wealth Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-175
| Closed | -$5.88K | – | 1378 |
|
|
2024
Q4 | $5.88K | Buy |
175
+58
| +50% | +$1.95K | ﹤0.01% | 1604 |
|
|
2024
Q3 | $3.7K | Sell |
117
-14
| -11% | -$442 | ﹤0.01% | 1556 |
|
|
2024
Q2 | $4.12K | Buy |
131
+19
| +17% | +$598 | ﹤0.01% | 1264 |
|
|
2024
Q1 | $4.19K | Sell |
112
-19
| -15% | -$710 | ﹤0.01% | 1127 |
|
|
2023
Q4 | $4.41K | Buy |
131
+33
| +34% | +$1.11K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $3.12K | Hold |
98
| – | – | ﹤0.01% | 1078 |
|
|
2023
Q2 | $2.95K | Hold |
98
| – | – | ﹤0.01% | 842 |
|
|
2023
Q1 | $2.43K | Buy |
+98
| New | +$2.43K | ﹤0.01% | 973 |
|