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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

POWI holding history

Power Integrations Inc in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

POWI overviewAll 13F holders of POWIFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of POWI by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,650−100.0%Sold outHolders
Q2 20242,650$186.0K<0.1%+200+8.2%AddedHolders
Q1 20242,450$175.3K<0.1%+600+32.4%AddedHolders
Q4 20231,850$151.9K<0.1%+50+2.8%AddedHolders
Q3 20231,800$137.4K<0.1%00.0%UnchangedHolders
Q2 20231,800$170.4K<0.1%+600+50.0%AddedHolders
Q1 20231,200$101.6K<0.1%+1,200NewHolders