AWM
Activest Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
3,465
+191
| +6% | +$23.7K | 0.1% | 72 |
|
|
2025
Q1 | $323K | Buy |
3,274
+729
| +29% | +$71.9K | 0.09% | 78 |
|
|
2024
Q4 | $283K | Buy |
2,545
+10
| +0.4% | +$1.11K | 0.08% | 73 |
|
|
2024
Q3 | $244K | Sell |
2,535
-2,246
| -47% | -$216K | 0.08% | 72 |
|
|
2024
Q2 | $475K | Buy |
4,781
+2,990
| +167% | +$297K | 0.16% | 57 |
|
|
2024
Q1 | $219K | Buy |
1,791
+609
| +52% | +$74.5K | 0.11% | 58 |
|
|
2023
Q4 | $107K | Sell |
1,182
-3
| -0.3% | -$271 | 0.06% | 59 |
|
|
2023
Q3 | $96K | Buy |
1,185
+22
| +2% | +$1.78K | 0.06% | 60 |
|
|
2023
Q2 | $176K | Buy |
1,163
+46
| +4% | +$6.96K | 0.12% | 28 |
|
|
2023
Q1 | $110K | Buy |
+1,117
| New | +$110K | 0.07% | 53 |
|
|
2022
Q3 | – | Sell |
-663
| Closed | -$53K | – | 482 |
|
|
2022
Q2 | $53K | Buy |
663
+64
| +11% | +$5.12K | 0.04% | 92 |
|
|
2022
Q1 | $82K | Sell |
599
-532
| -47% | -$72.8K | 0.05% | 77 |
|
|
2021
Q4 | $175K | Buy |
1,131
+396
| +54% | +$61.3K | 0.11% | 58 |
|
|
2021
Q3 | $124K | Buy |
735
+3
| +0.4% | +$506 | 0.08% | 68 |
|
|
2021
Q2 | $129K | Sell |
732
-310
| -30% | -$54.6K | 0.1% | 62 |
|
|
2021
Q1 | $193K | Buy |
+1,042
| New | +$193K | 0.16% | 52 |
|