DPW
DiNuzzo Private Wealth’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569 | Buy |
10
+2
| +25% | +$114 | ﹤0.01% | 1034 |
|
|
2025
Q1 | $455 | Hold |
8
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q4 | $494 | Sell |
8
-1
| -11% | -$62 | ﹤0.01% | 1087 |
|
|
2024
Q3 | $523 | Buy |
9
+3
| +50% | +$174 | ﹤0.01% | 1098 |
|
|
2024
Q2 | $284 | Buy |
6
+1
| +20% | +$47 | ﹤0.01% | 1201 |
|
|
2024
Q1 | $241 | Hold |
5
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q4 | $261 | Buy |
+5
| New | +$261 | ﹤0.01% | 1168 |
|