DWM
Dogwood Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8K | Sell |
409
-222
| -35% | -$27K | 0.02% | 122 |
|
|
2025
Q1 | $62.3K | Buy |
631
+116
| +23% | +$11.4K | 0.03% | 109 |
|
|
2024
Q4 | $57.4K | Buy |
515
+45
| +10% | +$5.02K | 0.03% | 117 |
|
|
2024
Q3 | $45.2K | Sell |
470
-1
| -0.2% | -$96 | 0.03% | 120 |
|
|
2024
Q2 | $46.8K | Sell |
471
-1
| -0.2% | -$99 | 0.03% | 116 |
|
|
2024
Q1 | $57.7K | Sell |
472
-9
| -2% | -$1.1K | 0.04% | 124 |
|
|
2023
Q4 | $43.5K | Buy |
+481
| New | +$43.5K | 0.03% | 126 |
|