Venturi Wealth Management’s TransUnion TRU Stock Holding History

Venturi Wealth Management’s Portfolio TRU Stock Details TRU 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	$231K	Buy
2025 Q1	–	Sell
2024 Q4	$161K	Buy
2024 Q3	$25.3K	Buy
2024 Q2	$14.5K	Buy
2024 Q1	$12.8K	Hold
2023 Q4	$11.1K	Buy
2023 Q3	$11.1K	Hold
2023 Q2	$12.1K	Hold
2023 Q1	$9.63K	Buy