HPWM
High Pines Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $438K | Buy |
4,849
+936
| +24% | +$84.5K | 0.67% | 24 |
|
|
2023
Q3 | $317K | Buy |
3,913
+1,394
| +55% | +$113K | 0.52% | 26 |
|
|
2023
Q2 | $225K | Buy |
2,519
+8
| +0.3% | +$714 | 0.34% | 30 |
|
|
2023
Q1 | $251K | Buy |
2,511
+156
| +7% | +$15.6K | 0.42% | 30 |
|
|
2022
Q4 | $205K | Buy |
2,355
+28
| +1% | +$2.43K | 0.36% | 30 |
|
|
2022
Q3 | $220K | Buy |
+2,327
| New | +$220K | 0.42% | 28 |
|
|
2021
Q4 | – | Sell |
-1,572
| Closed | -$266K | – | 37 |
|
|
2021
Q3 | $266K | Buy |
+1,572
| New | +$266K | 0.18% | 37 |
|