Venturi Wealth Management, LLC Brookfield Transaction History

Venturi Wealth Management, LLC

  • $1.86 Billion
  • Q2 2025
Number of Shares
30,349
Previous 22,863 32.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
7,486 Added 32.74%
30,349 $0
Q1 2025

May 06, 2025
BUY
N/A
306 Added 1.36%
22,863 $0
Q4 2024

Jan 31, 2025
SELL
N/A
-58 Reduced 0.26%
22,557 $0
Q3 2024

Nov 04, 2024
BUY
N/A
1,355 Added 6.37%
22,615 $0
Q2 2024

Jul 19, 2024
BUY
N/A
960 Added 4.73%
21,260 $0
Q4 2023

Jan 23, 2024
BUY
N/A
5,300 Added 35.33%
20,300 $0
Q3 2023

Nov 02, 2023
BUY
N/A
14,000 Added 1400.0%
15,000 $0
Q2 2023

Jul 24, 2023
SELL
N/A
-250 Reduced 20.0%
1,000 $0
Q1 2023

May 02, 2023
BUY
N/A
1,250 New
1,250 $0
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