Venturi Wealth Management, LLC South Plains Transaction History

Venturi Wealth Management, LLC

71,377

Previous 73,285 2.6%

Previous $0 NaN%

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	N/A	-1,908 Reduced 2.6%	71,377 $0
Q1 2025 May 06, 2025	SELL	N/A	-1,812 Reduced 2.41%	73,285 $0
Q4 2024 Jan 31, 2025	SELL	N/A	-3,453 Reduced 4.4%	75,097 $0
Q3 2024 Nov 04, 2024	SELL	N/A	-5,818 Reduced 6.9%	78,550 $0
Q2 2024 Jul 19, 2024	SELL	N/A	-12,573 Reduced 12.97%	84,368 $0
Q1 2024 Apr 23, 2024	SELL	N/A	-3,586 Reduced 3.57%	96,941 $0
Q3 2023 Nov 02, 2023	BUY	N/A	100,527 New	100,527 $0
Q4 2021 Feb 08, 2022	SELL	N/A	-82,582 Reduced 45.1%	100,527 $0
Q3 2021 Oct 19, 2021	SELL	N/A	-17,271 Reduced 8.62%	183,109 $4.46 Million
Q2 2021 Aug 02, 2021	SELL	N/A	-6,800 Reduced 3.28%	200,380 $4.64 Million
Q1 2021 Apr 22, 2021	BUY	N/A	142,470 Added 220.17%	207,180 $4.71 Million
Q4 2020 Jan 28, 2021	BUY	N/A	64,710 New	64,710 $1.23 Million

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

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