Venturi Wealth Management’s nCino NCNO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$5.88K	Buy
2024 Q3	$3.7K	Sell
2024 Q2	$4.12K	Buy
2024 Q1	$4.19K	Sell
2023 Q4	$4.41K	Buy
2023 Q3	$3.12K	Hold
2023 Q2	$2.95K	Hold
2023 Q1	$2.43K	Buy