VWM
TWFG

Venturi Wealth Management’s TWFG, Inc. Common Stock TWFG Stock Holding History

Venturi Wealth Management’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,800
Closed -$86.2K – 1904
2024
Q4 		$86.2K Buy
+2,800
New +$86.2K ﹤0.01% 842