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DiNuzzo Private Wealth’s Factset FDS Stock Holding History

DiNuzzo Private Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231 Hold
1
– – ﹤0.01% 1236
2026
Q1 		$217 Hold
1
– – ﹤0.01% 1232
2025
Q4 		$291 Sell
1
-5
-83% -$1.4K ﹤0.01% 1206
2025
Q3 		$2.24K Hold
6
– – ﹤0.01% 596
2025
Q2 		$2.68K Hold
6
– – ﹤0.01% 525
2025
Q1 		$2.73K Hold
6
– – ﹤0.01% 497
2024
Q4 		$2.88K Hold
6
– – ﹤0.01% 481
2024
Q3 		$2.76K Hold
6
– – ﹤0.01% 503
2024
Q2 		$2.45K Buy
6
+1
+20% +$425 ﹤0.01% 449
2024
Q1 		$2.27K Hold
5
– – ﹤0.01% 432
2023
Q4 		$2.39K Buy
+5
New +$2.25K ﹤0.01% 380

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DRS
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Handelsbanken Fonder
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CNB
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DW30
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BST
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