DWMG
DB Wealth Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $153K | Hold |
1,699
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $138K | Sell |
1,699
-300
| -15% | -$24.3K | 0.09% | 100 |
|
|
2023
Q2 | $178K | Hold |
1,999
| – | – | 0.11% | 84 |
|
|
2023
Q1 | $200K | Hold |
1,999
| – | – | 0.13% | 81 |
|
|
2022
Q4 | $174K | Sell |
1,999
-165
| -8% | -$14.3K | 0.11% | 81 |
|
|
2022
Q3 | $204K | Hold |
2,164
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $204K | Hold |
2,164
| – | – | 0.14% | 82 |
|
|
2022
Q1 | $297K | Hold |
2,164
| – | – | 0.18% | 72 |
|
|
2021
Q4 | $335K | Hold |
2,164
| – | – | 0.2% | 68 |
|
|
2021
Q3 | $366K | Hold |
2,164
| – | – | 0.24% | 66 |
|
|
2021
Q2 | $380K | Hold |
2,164
| – | – | 0.24% | 68 |
|
|
2021
Q1 | $399K | Hold |
2,164
| – | – | 0.27% | 65 |
|
|
2020
Q4 | $392K | Buy |
+2,164
| New | +$392K | 0.29% | 63 |
|