JWM
Janiczek Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $126K | Sell |
1,268
-17
| -1% | -$1.69K | 0.03% | 249 |
|
|
2024
Q1 | $157K | Sell |
1,285
-2,114
| -62% | -$259K | 0.03% | 218 |
|
|
2023
Q4 | $307K | Sell |
3,399
-7
| -0.2% | -$632 | 0.07% | 111 |
|
|
2023
Q3 | $276K | Buy |
3,406
+2,494
| +273% | +$202K | 0.07% | 112 |
|
|
2023
Q2 | $81.4K | Sell |
912
-114
| -11% | -$10.2K | 0.02% | 247 |
|
|
2023
Q1 | $102K | Buy |
1,026
+5
| +0.5% | +$500 | 0.03% | 207 |
|
|
2022
Q4 | $102K | Sell |
1,021
-11
| -1% | -$1.1K | 0.03% | 219 |
|
|
2022
Q3 | $98K | Buy |
1,032
+45
| +5% | +$4.27K | 0.03% | 196 |
|
|
2022
Q2 | $105K | Sell |
987
-404
| -29% | -$43K | 0.03% | 197 |
|
|
2022
Q1 | $190K | Buy |
1,391
+83
| +6% | +$11.3K | 0.05% | 123 |
|
|
2021
Q4 | $203K | Sell |
1,308
-226
| -15% | -$35.1K | 0.06% | 104 |
|
|
2021
Q3 | $260K | Buy |
1,534
+239
| +18% | +$40.5K | 0.09% | 71 |
|
|
2021
Q2 | $228K | Sell |
1,295
-77
| -6% | -$13.6K | 0.08% | 71 |
|
|
2021
Q1 | $253K | Buy |
1,372
+216
| +19% | +$39.8K | 0.1% | 56 |
|
|
2020
Q4 | $209K | Buy |
1,156
+469
| +68% | +$84.8K | 0.1% | 58 |
|
|
2020
Q3 | $85K | Sell |
687
-3
| -0.4% | -$371 | 0.05% | 74 |
|
|
2020
Q2 | $77K | Buy |
690
+326
| +90% | +$36.4K | 0.04% | 63 |
|
|
2020
Q1 | $35K | Hold |
364
| – | – | 0.02% | 68 |
|
|
2019
Q4 | $53K | Buy |
364
+120
| +49% | +$17.5K | 0.02% | 66 |
|
|
2019
Q3 | $32K | Buy |
244
+120
| +97% | +$15.7K | 0.01% | 78 |
|
|
2019
Q2 | $17K | Hold |
124
| – | – | 0.01% | 113 |
|
|
2019
Q1 | $14K | Buy |
124
+100
| +417% | +$11.3K | 0.01% | 106 |
|
|
2018
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 130 |
|
|
2018
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 114 |
|
|
2018
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 119 |
|