AWS
Aspen Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,441
| Closed | -$529K | – | 84 |
|
|
2024
Q2 | $529K | Sell |
5,441
-904
| -14% | -$88K | 0.37% | 43 |
|
|
2024
Q1 | $776K | Sell |
6,345
-1,021
| -14% | -$125K | 0.54% | 29 |
|
|
2023
Q4 | $665K | Buy |
7,366
+18
| +0.2% | +$1.63K | 0.48% | 36 |
|
|
2023
Q3 | $596K | Buy |
7,348
+92
| +1% | +$7.46K | 0.46% | 33 |
|
|
2023
Q2 | $648K | Buy |
7,256
+3,529
| +95% | +$315K | 0.49% | 35 |
|
|
2023
Q1 | $373K | Buy |
3,727
+10
| +0.3% | +$1K | 0.29% | 52 |
|
|
2022
Q4 | $323K | Buy |
+3,717
| New | +$323K | 0.26% | 55 |
|