DPW
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DiNuzzo Private Wealth’s Bread Financial BFH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$686 Buy
12
+2
+20% +$114 ﹤0.01% 980
2025
Q1
$501 Hold
10
﹤0.01% 1045
2024
Q4
$611 Sell
10
-1
-9% -$61 ﹤0.01% 1017
2024
Q3
$524 Buy
11
+4
+57% +$191 ﹤0.01% 1096
2024
Q2
$312 Buy
7
+1
+17% +$45 ﹤0.01% 1176
2024
Q1
$224 Sell
6
-2
-25% -$75 ﹤0.01% 1183
2023
Q4
$264 Buy
+8
New +$264 ﹤0.01% 1163