Venturi Wealth Management’s TripAdvisor TRIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-132
Closed -$1.95K 1719
2024
Q4
$1.95K Buy
+132
New +$1.95K ﹤0.01% 1857
2024
Q3
Sell
-1,146
Closed -$20.4K 1833
2024
Q2
$20.4K Sell
1,146
-428
-27% -$7.62K ﹤0.01% 936
2024
Q1
$43.7K Buy
1,574
+343
+28% +$9.53K ﹤0.01% 524
2023
Q4
$26.5K Buy
1,231
+387
+46% +$8.33K ﹤0.01% 628
2023
Q3
$14K Buy
+844
New +$14K ﹤0.01% 725