APWM
Atlas Private Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.78M | Buy |
14,559
+2,009
| +16% | +$246K | 0.75% | 44 |
|
|
2023
Q4 | $1.13M | Sell |
12,550
-1,889
| -13% | -$171K | 0.53% | 61 |
|
|
2023
Q3 | $1.17M | Buy |
14,439
+40
| +0.3% | +$3.24K | 0.63% | 57 |
|
|
2023
Q2 | $1.29M | Buy |
14,399
+1,402
| +11% | +$125K | 0.68% | 53 |
|
|
2023
Q1 | $1.3M | Buy |
12,997
+399
| +3% | +$40K | 0.78% | 42 |
|
|
2022
Q4 | $1.09M | Buy |
12,598
+582
| +5% | +$50.6K | 0.51% | 45 |
|
|
2022
Q3 | $1.13M | Buy |
12,016
+680
| +6% | +$64.1K | 0.82% | 37 |
|
|
2022
Q2 | $1.07M | Buy |
11,336
+444
| +4% | +$41.9K | 0.73% | 41 |
|
|
2022
Q1 | $1.49M | Sell |
10,892
-519
| -5% | -$71.2K | 0.87% | 32 |
|
|
2021
Q4 | $1.77M | Sell |
11,411
-68
| -0.6% | -$10.5K | 0.98% | 30 |
|
|
2021
Q3 | $1.94M | Sell |
11,479
-498
| -4% | -$84.3K | 1.19% | 21 |
|
|
2021
Q2 | $2.11M | Buy |
11,977
+145
| +1% | +$25.5K | 1.3% | 21 |
|
|
2021
Q1 | $2.18M | Sell |
11,832
-758
| -6% | -$140K | 1.39% | 19 |
|
|
2020
Q4 | $2.28M | Sell |
12,590
-663
| -5% | -$120K | 1.63% | 16 |
|
|
2020
Q3 | $1.64M | Sell |
13,253
-327
| -2% | -$40.6K | 1.29% | 23 |
|
|
2020
Q2 | $1.51M | Buy |
13,580
+200
| +1% | +$22.3K | 1.22% | 23 |
|
|
2020
Q1 | $1.29M | Buy |
13,380
+516
| +4% | +$49.9K | 1.19% | 23 |
|
|
2019
Q4 | $1.86M | Buy |
+12,864
| New | +$1.86M | 1.43% | 18 |
|