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Venturi Wealth Management’s Yext YEXT Stock Holding History

Venturi Wealth Management’s Portfolio YEXT Stock Details YEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-712
Closed -$4.53K – 1877
2024
Q4 		$4.53K Buy
+712
New +$4.53K ﹤0.01% 1708