Venturi Wealth Management’s Woori Financial WF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-198	Closed	-$6.19K	–	1838
2024 Q4	$6.19K	Sell	198 -2,005	-91%	-$62.7K	﹤0.01%	1584
2024 Q3	$78.7K	Buy	2,203 +2,099	+2,018%	+$75K	﹤0.01%	630
2024 Q2	$3.33K	Buy	+104	New	+$3.33K	﹤0.01%	1295