JPWM
Jamison Private Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
33,452
-1,555
| -4% | -$193K | 0.6% | 52 |
|
|
2025
Q1 | $3.46M | Sell |
35,007
-570
| -2% | -$56.3K | 0.53% | 52 |
|
|
2024
Q4 | $3.96M | Sell |
35,577
-502
| -1% | -$55.9K | 0.58% | 49 |
|
|
2024
Q3 | $3.47M | Sell |
36,079
-22
| -0.1% | -$2.12K | 0.53% | 51 |
|
|
2024
Q2 | $3.58M | Sell |
36,101
-336
| -0.9% | -$33.4K | 0.6% | 52 |
|
|
2024
Q1 | $4.46M | Sell |
36,437
-756
| -2% | -$92.5K | 0.75% | 42 |
|
|
2023
Q4 | $3.36M | Sell |
37,193
-592
| -2% | -$53.5K | 0.63% | 51 |
|
|
2023
Q3 | $3.06M | Buy |
+37,785
| New | +$3.06M | 0.63% | 52 |
|