VWM
PUK icon

Venturi Wealth Management’s Prudential PUK Stock Holding History

Venturi Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-962
Closed -$15.3K – 1514
2024
Q4 		$15.3K Buy
962
+666
+225% +$10.6K ﹤0.01% 1329
2024
Q3 		$5.49K Buy
+296
New +$5.49K ﹤0.01% 1368