Venturi Wealth Management’s Sealed Air SEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,123	Closed	-$173K	–	1586
2024 Q4	$173K	Buy	5,123 +4,809	+1,532%	+$172K	0.01%	582
2024 Q3	$11.4K	Sell	314 -112	-26%	-$3.91K	﹤0.01%	1158
2024 Q2	$14.8K	Buy	426 +126	+42%	+$4.49K	﹤0.01%	1007
2024 Q1	$11.2K	Buy	300 +86	+40%	+$3.08K	﹤0.01%	911
2023 Q4	$7.82K	Hold	214	–	–	﹤0.01%	936
2023 Q3	$7.03K	Sell	214 -3,004	-93%	-$116K	﹤0.01%	874
2023 Q2	$129K	Sell	3,218 -496	-13%	-$21.1K	0.01%	349
2023 Q1	$171K	Buy	+3,714	New	+$185K	0.01%	344
2022 Q3	–	Sell	-7,600	Closed	-$439K	–	339
2022 Q2	$439K	Hold	7,600	–	–	0.04%	234
2022 Q1	$509K	Sell	7,600 -2,085	-22%	-$139K	0.04%	237
2021 Q4	$653K	Hold	9,685	–	–	0.05%	227
2021 Q3	$531K	Hold	9,685	–	–	0.04%	234
2021 Q2	$574K	Hold	9,685	–	–	0.05%	225
2021 Q1	$444K	Hold	9,685	–	–	0.04%	233
2020 Q4	$443K	Buy	9,685 +685	+8%	+$29.7K	0.05%	227
2020 Q3	$349K	Buy	9,000 +897	+11%	+$34.2K	0.04%	223
2020 Q2	$266K	Buy	+8,103	New	+$243K	0.04%	225

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