A detailed history of Venturi Wealth Management, LLC transactions in Climb Global Solutions Inc Com stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,934 shares of CLMB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,934
Previous 2,909 0.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
N/A
25 Added 0.86%
2,934 $0
Q4 2023

Jan 23, 2024

BUY
N/A
27 Added 0.94%
2,909 $0
Q3 2023

Nov 02, 2023

BUY
N/A
27 Added 0.95%
2,882 $0
Q2 2023

Jul 24, 2023

SELL
N/A
-15 Reduced 0.52%
2,855 $0
Q1 2023

May 02, 2023

BUY
N/A
2,870 New
2,870 $0
Q3 2019

Oct 29, 2019

BUY
N/A
2,826 New
2,826 $42,000

Others Institutions Holding CLMB

About CLIMB GLOBAL SOLUTIONS INC COM


  • Ticker CLMB
More about CLMB
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.