DiNuzzo Private Wealth’s Brunswick BC Stock Holding History

DiNuzzo Private Wealth’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18K	Hold	14	–	–	﹤0.01%	853
2026 Q1	$1.02K	Sell	14 -1	-7%	-$81	﹤0.01%	868
2025 Q4	$1.11K	Buy	15 +9	+150%	+$610	﹤0.01%	845
2025 Q3	$382	Buy	6 +2	+50%	+$124	﹤0.01%	1153
2025 Q2	$221	Sell	4 -4	-50%	-$202	﹤0.01%	1229
2025 Q1	$431	Sell	8 -7	-47%	-$439	﹤0.01%	1102
2024 Q4	$971	Buy	15 +2	+15%	+$157	﹤0.01%	862
2024 Q3	$1.09K	Sell	13 -1	-7%	-$78	﹤0.01%	822
2024 Q2	$1.02K	Buy	14 +2	+17%	+$163	﹤0.01%	786
2024 Q1	$1.16K	Hold	12	–	–	﹤0.01%	674
2023 Q4	$1.16K	Buy	+12	New	+$953	﹤0.01%	651

Other funds holding BC

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return