Venturi Wealth Management’s Post Holdings POST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$208K	Sell
2025 Q1	$290K	Sell
2024 Q4	$319K	Buy
2024 Q3	$129K	Buy
2024 Q2	$83.1K	Buy
2024 Q1	$38.2K	Buy
2023 Q4	$20.2K	Buy
2023 Q3	$1.72K	Buy