Venturi Wealth Management’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$44.5K	Buy
2024 Q3	–	Sell
2024 Q2	$2.32K	Buy
2024 Q1	$1.09K	Sell
2023 Q4	$9.63K	Buy
2023 Q3	$4.79K	Buy