Venturi Wealth Management’s Tapestry TPR Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$221K	Buy
2025 Q1	–	Sell
2024 Q4	$37.6K	Buy
2024 Q3	$15.2K	Sell
2024 Q2	$14.7K	Buy
2024 Q1	$14.5K	Buy
2023 Q4	$11.1K	Buy
2023 Q3	$4.28K	Buy
2023 Q2	–	Sell
2023 Q1	$5.17K	Buy