Venturi Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,718
| Closed | -$1.34M | – | 610 |
|
|
2025
Q1 | $1.34M | Buy |
29,718
+6,873
| +30% | +$310K | 0.07% | 166 |
|
|
2024
Q4 | $992K | Buy |
22,845
+3,429
| +18% | +$149K | 0.05% | 209 |
|
|
2024
Q3 | $880K | Buy |
19,416
+1,270
| +7% | +$57.6K | 0.05% | 210 |
|
|
2024
Q2 | $747K | Buy |
18,146
+3,484
| +24% | +$143K | 0.04% | 216 |
|
|
2024
Q1 | $548K | Sell |
14,662
-10,325
| -41% | -$386K | 0.04% | 256 |
|
|
2023
Q4 | $957K | Buy |
24,987
+13,812
| +124% | +$529K | 0.07% | 177 |
|
|
2023
Q3 | $399K | Buy |
11,175
+2,202
| +25% | +$78.5K | 0.03% | 259 |
|
|
2023
Q2 | $385K | Buy |
8,973
+4,392
| +96% | +$189K | 0.03% | 238 |
|
|
2023
Q1 | $188K | Buy |
+4,581
| New | +$188K | 0.02% | 330 |
|