Venturi Wealth Management’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-91
| Closed | -$5.31K | – | 1842 |
|
|
2024
Q4 | $5.31K | Hold |
91
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q3 | $5.43K | Hold |
91
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q2 | $4.8K | Hold |
91
| – | – | ﹤0.01% | 1245 |
|
|
2024
Q1 | $4.56K | Hold |
91
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q4 | $4.13K | Hold |
91
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q3 | $4.57K | Hold |
91
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q2 | $3.85K | Hold |
91
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $3.75K | Buy |
+91
| New | +$3.75K | ﹤0.01% | 882 |
|