Venturi Wealth Management’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-735	Closed	-$129K	–	1837
2024 Q4	$129K	Buy	735 +585	+390%	+$103K	0.01%	675
2024 Q3	$31.5K	Buy	150 +101	+206%	+$21.2K	﹤0.01%	896
2024 Q2	$8.68K	Buy	+49	New	+$8.68K	﹤0.01%	1132