Venturi Wealth Management’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,414
| Closed | -$136K | – | 1483 |
|
|
2024
Q4 | $136K | Buy |
6,414
+5,523
| +620% | +$117K | 0.01% | 655 |
|
|
2024
Q3 | $17.8K | Buy |
891
+161
| +22% | +$3.22K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $13.6K | Sell |
730
-345
| -32% | -$6.44K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $23.8K | Buy |
1,075
+580
| +117% | +$12.8K | ﹤0.01% | 692 |
|
|
2023
Q4 | $11.1K | Buy |
495
+262
| +112% | +$5.86K | ﹤0.01% | 856 |
|
|
2023
Q3 | $5.01K | Buy |
+233
| New | +$5.01K | ﹤0.01% | 981 |
|