AEPWM
Atlantic Edge Private Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
9,977
-167
| -2% | -$20.7K | 0.34% | 64 |
|
|
2025
Q1 | $1M | Sell |
10,144
-89
| -0.9% | -$8.78K | 0.31% | 70 |
|
|
2024
Q4 | $1.14M | Buy |
10,233
+185
| +2% | +$20.6K | 0.35% | 65 |
|
|
2024
Q3 | $966K | Buy |
10,048
+681
| +7% | +$65.5K | 0.29% | 74 |
|
|
2024
Q2 | $930K | Buy |
9,367
+335
| +4% | +$33.3K | 0.31% | 74 |
|
|
2024
Q1 | $1.11M | Buy |
9,032
+1,028
| +13% | +$126K | 0.38% | 64 |
|
|
2023
Q4 | $723K | Buy |
+8,004
| New | +$723K | 0.29% | 77 |
|