DPW
DiNuzzo Private Wealth’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311 | Sell |
7
-1
| -13% | -$44 | ﹤0.01% | 1191 |
|
|
2025
Q1 | $313 | Buy |
8
+2
| +33% | +$78 | ﹤0.01% | 1174 |
|
|
2024
Q4 | $259 | Sell |
6
-1
| -14% | -$43 | ﹤0.01% | 1240 |
|
|
2024
Q3 | $304 | Hold |
7
| – | – | ﹤0.01% | 1237 |
|
|
2024
Q2 | $289 | Buy |
7
+1
| +17% | +$41 | ﹤0.01% | 1195 |
|
|
2024
Q1 | $275 | Buy |
6
+1
| +20% | +$46 | ﹤0.01% | 1145 |
|
|
2023
Q4 | $221 | Buy |
+5
| New | +$221 | ﹤0.01% | 1206 |
|