DPW
DiNuzzo Private Wealth’s nCino NCNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308 | Buy |
11
+7
| +175% | +$196 | ﹤0.01% | 1192 |
|
|
2025
Q1 | $110 | Sell |
4
-3
| -43% | -$83 | ﹤0.01% | 1292 |
|
|
2024
Q4 | $236 | Buy |
7
+4
| +133% | +$135 | ﹤0.01% | 1255 |
|
|
2024
Q3 | $95 | Hold |
3
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q2 | $95 | Sell |
3
-2
| -40% | -$63 | ﹤0.01% | 1349 |
|
|
2024
Q1 | $187 | Hold |
5
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q4 | $169 | Buy |
+5
| New | +$169 | ﹤0.01% | 1246 |
|