DWM
Diversify Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
48,709
+3,845
| +9% | +$437K | 0.34% | 73 |
|
|
2025
Q1 | $4.09M | Buy |
44,864
+6,497
| +17% | +$592K | 0.3% | 94 |
|
|
2024
Q4 | $4.17M | Buy |
38,367
+14,461
| +60% | +$1.57M | 0.32% | 78 |
|
|
2024
Q3 | $2.3M | Buy |
23,906
+1,201
| +5% | +$116K | 0.22% | 117 |
|
|
2024
Q2 | $1.99M | Buy |
+22,705
| New | +$1.99M | 0.25% | 97 |
|