Venturi Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-123
| Closed | -$13.5K | – | 1847 |
|
|
2024
Q4 | $13.5K | Hold |
123
| – | – | ﹤0.01% | 1355 |
|
|
2024
Q3 | $9.73K | Hold |
123
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q2 | $8.98K | Hold |
123
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q1 | $10.4K | Hold |
123
| – | – | ﹤0.01% | 926 |
|
|
2023
Q4 | $12.5K | Hold |
123
| – | – | ﹤0.01% | 822 |
|
|
2023
Q3 | $12.5K | Buy |
+123
| New | +$12.5K | ﹤0.01% | 753 |
|
|
2023
Q2 | – | Sell |
-143
| Closed | -$14.6K | – | 1286 |
|
|
2023
Q1 | $14.6K | Buy |
+143
| New | +$14.6K | ﹤0.01% | 654 |
|