DPW
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DiNuzzo Private Wealth’s Upbound Group UPBD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327 Buy
13
+3
+30% +$75 ﹤0.01% 1180
2025
Q1
$240 Sell
10
-2
-17% -$48 ﹤0.01% 1209
2024
Q4
$351 Hold
12
﹤0.01% 1180
2024
Q3
$384 Buy
12
+1
+9% +$32 ﹤0.01% 1183
2024
Q2
$338 Buy
11
+1
+10% +$31 ﹤0.01% 1159
2024
Q1
$353 Buy
10
+1
+11% +$35 ﹤0.01% 1086
2023
Q4
$306 Buy
+9
New +$306 ﹤0.01% 1125