Venturi Wealth Management’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55
| Closed | -$3.81K | – | 1427 |
|
|
2024
Q4 | $3.81K | Sell |
55
-190
| -78% | -$13.2K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $18.2K | Hold |
245
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q2 | $15.6K | Hold |
245
| – | – | ﹤0.01% | 991 |
|
|
2024
Q1 | $15.8K | Sell |
245
-340
| -58% | -$21.9K | ﹤0.01% | 803 |
|
|
2023
Q4 | $37.3K | Hold |
585
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $39.9K | Hold |
585
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $44.9K | Hold |
585
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $46.4K | Buy |
+585
| New | +$46.4K | ﹤0.01% | 478 |
|