DiNuzzo Private Wealth’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63K	Buy	22 +2	+10%	+$152	﹤0.01%	748
2026 Q1	$1.47K	Hold	20	–	–	﹤0.01%	752
2025 Q4	$1.39K	Hold	20	–	–	﹤0.01%	766
2025 Q3	$1.07K	Hold	20	–	–	﹤0.01%	854
2025 Q2	$1.05K	Sell	20 -1	-5%	-$47	﹤0.01%	839
2025 Q1	$1.03K	Hold	21	–	–	﹤0.01%	811
2024 Q4	$1.21K	Hold	21	–	–	﹤0.01%	775
2024 Q3	$1.09K	Hold	21	–	–	﹤0.01%	824
2024 Q2	$1.01K	Buy	21 +3	+17%	+$144	﹤0.01%	793
2024 Q1	$823	Hold	18	–	–	﹤0.01%	810
2023 Q4	$742	Buy	+18	New	+$691	﹤0.01%	820

Other funds holding FLS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return