CWM
Campbell Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,891
| Closed | -$259K | – | 59 |
|
|
2022
Q1 | $259K | Sell |
1,891
-45
| -2% | -$6.16K | 0.03% | 60 |
|
|
2021
Q4 | $300K | Buy |
1,936
+233
| +14% | +$36.1K | 0.03% | 55 |
|
|
2021
Q3 | $288K | Buy |
1,703
+17
| +1% | +$2.88K | 0.04% | 49 |
|
|
2021
Q2 | $296K | Buy |
+1,686
| New | +$296K | 0.04% | 46 |
|
|
2020
Q3 | – | Sell |
-1,003
| Closed | -$112K | – | 134 |
|
|
2020
Q2 | $112K | Buy |
+1,003
| New | +$112K | 0.02% | 88 |
|
|
2020
Q1 | – | Sell |
-1,526
| Closed | -$221K | – | 54 |
|
|
2019
Q4 | $221K | Buy |
+1,526
| New | +$221K | 0.04% | 64 |
|