FWM
Finer Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,839
-702
| -20% | -$87.1K | 0.19% | 67 |
|
|
2025
Q1 | $349K | Sell |
3,541
-194
| -5% | -$19.1K | 0.21% | 70 |
|
|
2024
Q4 | $416K | Sell |
3,735
-408
| -10% | -$45.4K | 0.24% | 63 |
|
|
2024
Q3 | $399K | Sell |
4,143
-1,019
| -20% | -$98K | 0.25% | 61 |
|
|
2024
Q2 | $513K | Sell |
5,162
-155
| -3% | -$15.4K | 0.33% | 52 |
|
|
2024
Q1 | $651K | Sell |
5,317
-1,047
| -16% | -$128K | 0.43% | 47 |
|
|
2023
Q4 | $575K | Sell |
6,364
-1,561
| -20% | -$141K | 0.43% | 50 |
|
|
2023
Q3 | $642K | Sell |
7,925
-1,606
| -17% | -$130K | 0.51% | 44 |
|
|
2023
Q2 | $851K | Buy |
9,531
+205
| +2% | +$18.3K | 0.66% | 37 |
|
|
2023
Q1 | $934K | Buy |
9,326
+689
| +8% | +$69K | 0.79% | 34 |
|
|
2022
Q4 | $750K | Sell |
8,637
-2,821
| -25% | -$245K | 0.7% | 40 |
|
|
2022
Q3 | $1.08M | Buy |
11,458
+148
| +1% | +$14K | 1.06% | 32 |
|
|
2022
Q2 | $1.07M | Buy |
11,310
+1,517
| +15% | +$143K | 0.97% | 32 |
|
|
2022
Q1 | $1.34M | Buy |
9,793
+490
| +5% | +$67.2K | 1.1% | 30 |
|
|
2021
Q4 | $1.44M | Buy |
+9,303
| New | +$1.44M | 1.2% | 26 |
|