AWM
Ameliora Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
4,800
| – | – | 0.21% | 61 |
|
|
2025
Q1 | $474K | Hold |
4,800
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $534K | Buy |
4,800
+1,800
| +60% | +$200K | 0.2% | 62 |
|
|
2024
Q3 | $289K | Hold |
3,000
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $298K | Hold |
3,000
| – | – | 0.14% | 68 |
|
|
2024
Q1 | $367K | Sell |
3,000
-367
| -11% | -$44.9K | 0.17% | 68 |
|
|
2023
Q4 | $304K | Sell |
3,367
-3,058
| -48% | -$276K | 0.15% | 69 |
|
|
2023
Q3 | $521K | Buy |
6,425
+108
| +2% | +$8.75K | 0.31% | 48 |
|
|
2023
Q2 | $564K | Sell |
6,317
-2,450
| -28% | -$219K | 0.35% | 49 |
|
|
2023
Q1 | $878K | Buy |
8,767
+5,400
| +160% | +$541K | 0.51% | 45 |
|
|
2022
Q4 | $293K | Hold |
3,367
| – | – | 0.16% | 59 |
|
|
2022
Q3 | $314K | Buy |
+3,367
| New | +$314K | 0.17% | 60 |
|