DiNuzzo Private Wealth’s Salesforce CRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$21.5K	Sell
2025 Q2	$23.5K	Hold
2025 Q1	$23.1K	Buy
2024 Q4	$28.1K	Hold
2024 Q3	$23K	Buy
2024 Q2	$10.3K	Buy
2024 Q1	$10.2K	Hold
2023 Q4	$8.95K	Buy