VWM
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Venturi Wealth Management’s SharkNinja SN Stock Holding History

Venturi Wealth Management’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-122
Closed -$11.9K – 1622
2024
Q4 		$11.9K Buy
122
+46
+61% +$4.69K ﹤0.01% 1387
2024
Q3 		$8.26K Hold
76
– – ﹤0.01% 1239
2024
Q2 		$5.71K Buy
76
+46
+153% +$3.24K ﹤0.01% 1206
2024
Q1 		$1.87K Buy
+30
New +$1.59K ﹤0.01% 1264

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TIM
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ABI
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PCM
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ACM
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