Venturi Wealth Management’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
1,905
-590
| -24% | -$64.3K | 0.01% | 514 |
|
|
2025
Q1 | $290K | Sell |
2,495
-294
| -11% | -$34.2K | 0.02% | 446 |
|
|
2024
Q4 | $319K | Buy |
2,789
+1,674
| +150% | +$192K | 0.02% | 430 |
|
|
2024
Q3 | $129K | Buy |
1,115
+317
| +40% | +$36.7K | 0.01% | 506 |
|
|
2024
Q2 | $83.1K | Buy |
798
+439
| +122% | +$45.7K | ﹤0.01% | 541 |
|
|
2024
Q1 | $38.2K | Buy |
359
+130
| +57% | +$13.8K | ﹤0.01% | 560 |
|
|
2023
Q4 | $20.2K | Buy |
229
+209
| +1,045% | +$18.4K | ﹤0.01% | 701 |
|
|
2023
Q3 | $1.72K | Buy |
+20
| New | +$1.72K | ﹤0.01% | 1203 |
|