BWA
Blodgett Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,703
| Closed | -$208K | – | 60 |
|
|
2024
Q1 | $208K | Buy |
+1,703
| New | +$208K | 0.19% | 61 |
|
|
2023
Q4 | – | Sell |
-2,475
| Closed | -$201K | – | 60 |
|
|
2023
Q3 | $201K | Sell |
2,475
-50
| -2% | -$4.05K | 0.22% | 56 |
|
|
2023
Q2 | $225K | Sell |
2,525
-400
| -14% | -$35.7K | 0.23% | 54 |
|
|
2023
Q1 | $293K | Sell |
2,925
-425
| -13% | -$42.6K | 0.34% | 46 |
|
|
2022
Q4 | $291K | Sell |
3,350
-1,500
| -31% | -$130K | 0.35% | 46 |
|
|
2022
Q3 | $458K | Sell |
4,850
-1,134
| -19% | -$107K | 0.55% | 38 |
|
|
2022
Q2 | $565K | Sell |
5,984
-3,285
| -35% | -$310K | 0.62% | 36 |
|
|
2022
Q1 | $1.27M | Sell |
9,269
-639
| -6% | -$87.6K | 1.06% | 23 |
|
|
2021
Q4 | $1.54M | Buy |
+9,908
| New | +$1.54M | 1.19% | 20 |
|