DPW
DiNuzzo Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Hold |
86
| – | – | ﹤0.01% | 176 |
|
|
2025
Q1 | $23.1K | Buy |
86
+2
| +2% | +$537 | ﹤0.01% | 168 |
|
|
2024
Q4 | $28.1K | Hold |
84
| – | – | ﹤0.01% | 154 |
|
|
2024
Q3 | $23K | Buy |
84
+44
| +110% | +$12K | ﹤0.01% | 178 |
|
|
2024
Q2 | $10.3K | Buy |
40
+6
| +18% | +$1.54K | ﹤0.01% | 198 |
|
|
2024
Q1 | $10.2K | Hold |
34
| – | – | ﹤0.01% | 177 |
|
|
2023
Q4 | $8.95K | Buy |
+34
| New | +$8.95K | ﹤0.01% | 181 |
|