Venturi Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $61.6K | Buy |
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|
2024
Q2 | $47K | Buy |
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|
2024
Q1 | $37.7K | Buy |
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|
2023
Q4 | $29.7K | Buy |
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|
2023
Q3 | $13.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.39K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $445K | Buy |
|