Venturi Wealth Management’s NewMarket NEU Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$4.36M	Buy
2024 Q3	$4.52M	Sell
2024 Q2	$4.55M	Buy
2024 Q1	$5.56M	Buy