CWP
CFM Wealth Partners’s Domino's DPZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-434
| Closed | -$216K | – | 149 |
|
2024
Q1 | $216K | Sell |
434
-276
| -39% | -$137K | 0.04% | 149 |
|
2023
Q4 | $293K | Hold |
710
| – | – | 0.07% | 135 |
|
2023
Q3 | $269K | Sell |
710
-1,021
| -59% | -$387K | 0.07% | 124 |
|
2023
Q2 | $583K | Sell |
1,731
-102
| -6% | -$34.4K | 0.14% | 100 |
|
2023
Q1 | $605K | Sell |
1,833
-39
| -2% | -$12.9K | 0.16% | 92 |
|
2022
Q4 | $648K | Hold |
1,872
| – | – | 0.19% | 93 |
|
2022
Q3 | $581K | Hold |
1,872
| – | – | 0.19% | 91 |
|
2022
Q2 | $730K | Hold |
1,872
| – | – | 0.22% | 88 |
|
2022
Q1 | $762K | Sell |
1,872
-96
| -5% | -$39.1K | 0.18% | 92 |
|
2021
Q4 | $1.09M | Hold |
1,968
| – | – | 0.24% | 79 |
|
2021
Q3 | $938K | Hold |
1,968
| – | – | 0.24% | 82 |
|
2021
Q2 | $918K | Sell |
1,968
-662
| -25% | -$309K | 0.24% | 78 |
|
2021
Q1 | $967K | Sell |
2,630
-4,037
| -61% | -$1.48M | 0.29% | 76 |
|
2020
Q4 | $2.56M | Sell |
6,667
-508
| -7% | -$195K | 0.82% | 34 |
|
2020
Q3 | $3.05M | Hold |
7,175
| – | – | 1.11% | 23 |
|
2020
Q2 | $2.65M | Sell |
7,175
-460
| -6% | -$170K | 1.01% | 25 |
|
2020
Q1 | $2.47M | Sell |
7,635
-142
| -2% | -$46K | 1.15% | 20 |
|
2019
Q4 | $2.23M | Buy |
+7,777
| New | +$2.23M | 0.82% | 35 |
|