AWS
Arkfeld Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
3,458
+21
| +0.6% | +$2.59K | 0.17% | 63 |
|
|
2025
Q1 | $314K | Buy |
3,437
+10
| +0.3% | +$914 | 0.14% | 76 |
|
|
2024
Q4 | $370K | Buy |
3,427
+24
| +0.7% | +$2.59K | 0.17% | 71 |
|
|
2024
Q3 | $324K | Buy |
3,403
+11
| +0.3% | +$1.05K | 0.16% | 75 |
|
|
2024
Q2 | $330K | Sell |
3,392
-30
| -0.9% | -$2.92K | 0.17% | 77 |
|
|
2024
Q1 | $401K | Buy |
3,422
+381
| +13% | +$44.6K | 0.22% | 61 |
|
|
2023
Q4 | $273K | Buy |
3,041
+371
| +14% | +$33.3K | 0.18% | 70 |
|
|
2023
Q3 | $227K | Buy |
2,670
+205
| +8% | +$17.4K | 0.16% | 72 |
|
|
2023
Q2 | $222K | Buy |
2,465
+15
| +0.6% | +$1.35K | 0.16% | 71 |
|
|
2023
Q1 | $246K | Buy |
2,450
+235
| +11% | +$23.6K | 0.18% | 63 |
|
|
2022
Q4 | $212K | Buy |
+2,215
| New | +$212K | 0.14% | 72 |
|
|
2022
Q2 | – | Sell |
-1,912
| Closed | -$250K | – | 71 |
|
|
2022
Q1 | $250K | Buy |
1,912
+10
| +0.5% | +$1.31K | 0.16% | 62 |
|
|
2021
Q4 | $296K | Hold |
1,902
| – | – | 0.18% | 65 |
|
|
2021
Q3 | $336K | Hold |
1,902
| – | – | 0.2% | 59 |
|
|
2021
Q2 | $349K | Sell |
1,902
-50
| -3% | -$9.18K | 0.21% | 56 |
|
|
2021
Q1 | $364K | Sell |
1,952
-800
| -29% | -$149K | 0.23% | 54 |
|
|
2020
Q4 | $350K | Buy |
2,752
+792
| +40% | +$101K | 0.27% | 54 |
|
|
2020
Q3 | $240K | Sell |
1,960
-107
| -5% | -$13.1K | 0.23% | 56 |
|
|
2020
Q2 | $230K | Buy |
+2,067
| New | +$230K | 0.26% | 51 |
|
|
2020
Q1 | – | Sell |
-2,047
| Closed | -$267K | – | 54 |
|
|
2019
Q4 | $267K | Buy |
+2,047
| New | +$267K | 0.3% | 45 |
|