DWM
Dakota Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
95,082
-305
| -0.3% | -$37.8K | 0.25% | 83 |
|
|
2025
Q1 | $9.41M | Buy |
95,387
+8,191
| +9% | +$808K | 0.22% | 91 |
|
|
2024
Q4 | $9.71M | Sell |
87,196
-3,774
| -4% | -$420K | 0.22% | 95 |
|
|
2024
Q3 | $8.75M | Sell |
90,970
-33,107
| -27% | -$3.18M | 0.2% | 105 |
|
|
2024
Q2 | $12.3M | Sell |
124,077
-82,760
| -40% | -$8.22M | 0.29% | 77 |
|
|
2024
Q1 | $25.3M | Buy |
206,837
+125,717
| +155% | +$15.4M | 0.63% | 28 |
|
|
2023
Q4 | $7.32M | Sell |
81,120
-2,776
| -3% | -$251K | 0.28% | 93 |
|
|
2023
Q3 | $6.8M | Sell |
83,896
-17,859
| -18% | -$1.45M | 0.3% | 88 |
|
|
2023
Q2 | $9.08M | Buy |
101,755
+15,325
| +18% | +$1.37M | 0.43% | 65 |
|
|
2023
Q1 | $8.65M | Sell |
86,430
-1,005
| -1% | -$101K | 0.58% | 42 |
|
|
2022
Q4 | $7.6M | Sell |
87,435
-29,707
| -25% | -$2.58M | 0.54% | 43 |
|
|
2022
Q3 | $11.1M | Buy |
117,142
+36,077
| +45% | +$3.4M | 0.89% | 22 |
|
|
2022
Q2 | $7.65M | Buy |
81,065
+2,114
| +3% | +$200K | 0.7% | 33 |
|
|
2022
Q1 | $10.8M | Buy |
78,951
+52,995
| +204% | +$7.27M | 0.88% | 22 |
|
|
2021
Q4 | $4.02M | Sell |
25,956
-14,034
| -35% | -$2.17M | 0.42% | 60 |
|
|
2021
Q3 | $6.77M | Sell |
39,990
-2,431
| -6% | -$411K | 0.78% | 31 |
|
|
2021
Q2 | $7.46M | Sell |
42,421
-16,410
| -28% | -$2.88M | 0.89% | 27 |
|
|
2021
Q1 | $10.9M | Sell |
58,831
-8,528
| -13% | -$1.57M | 1.42% | 14 |
|
|
2020
Q4 | $12.2M | Sell |
67,359
-2,966
| -4% | -$537K | 1.59% | 10 |
|
|
2020
Q3 | $8.73M | Buy |
70,325
+7,438
| +12% | +$923K | 1.38% | 15 |
|
|
2020
Q2 | $7.01M | Sell |
62,887
-12,751
| -17% | -$1.42M | 1.2% | 18 |
|
|
2020
Q1 | $7.31M | Sell |
75,638
-4,955
| -6% | -$479K | 1.6% | 14 |
|
|
2019
Q4 | $11.7M | Sell |
80,593
-620
| -0.8% | -$89.7K | 1.87% | 8 |
|
|
2019
Q3 | $10.6M | Buy |
81,213
+5,707
| +8% | +$744K | 1.82% | 7 |
|
|
2019
Q2 | $10.5M | Buy |
75,506
+6,531
| +9% | +$912K | 2.02% | 7 |
|
|
2019
Q1 | $7.66M | Buy |
68,975
+15,557
| +29% | +$1.73M | 1.52% | 14 |
|
|
2018
Q4 | $6.19M | Buy |
53,418
+1,114
| +2% | +$129K | 1.4% | 15 |
|
|
2018
Q3 | $6.12M | Buy |
52,304
+22,380
| +75% | +$2.62M | 1.37% | 15 |
|
|
2018
Q2 | $3.14M | Buy |
29,924
+26,757
| +845% | +$2.8M | 0.87% | 28 |
|
|
2018
Q1 | $318K | Buy |
3,167
+1,003
| +46% | +$101K | 0.16% | 62 |
|
|
2017
Q4 | $233K | Buy |
+2,164
| New | +$233K | 0.12% | 68 |
|