Udr shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Udr (UDR) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Udr
Tip: Access up to 7 years of quarterly data
All positions including Udr held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Udr by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $747k | 18k | 41.15 |
2024-03-31 | $549k | 15k | 37.41 |
2023-12-31 | $957k | 25k | 38.29 |
2023-09-30 | $399k | 11k | 35.67 |
2023-06-30 | $386k | 9.0k | 42.96 |
2023-03-31 | $188k | 4.6k | 41.06 |