DPW
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DiNuzzo Private Wealth’s S&P Global SPGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.96K Hold
17
﹤0.01% 282
2025
Q1
$8.64K Sell
17
-1
-6% -$508 ﹤0.01% 275
2024
Q4
$8.97K Hold
18
﹤0.01% 263
2024
Q3
$9.3K Buy
18
+1
+6% +$517 ﹤0.01% 266
2024
Q2
$7.58K Buy
17
+1
+6% +$446 ﹤0.01% 227
2024
Q1
$6.81K Buy
16
+1
+7% +$426 ﹤0.01% 218
2023
Q4
$6.61K Buy
+15
New +$6.61K ﹤0.01% 211