Venturi Wealth Management’s Cactus WHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$5.31K	Hold
2024 Q3	$5.43K	Hold
2024 Q2	$4.8K	Hold
2024 Q1	$4.56K	Hold
2023 Q4	$4.13K	Hold
2023 Q3	$4.57K	Hold
2023 Q2	$3.85K	Hold
2023 Q1	$3.75K	Buy