JWM
Jessup Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+1,777
| New | +$220K | 0.09% | 73 |
|
|
2025
Q1 | – | Sell |
-2,840
| Closed | -$316K | – | 76 |
|
|
2024
Q4 | $316K | Buy |
+2,840
| New | +$316K | 0.13% | 54 |
|
|
2024
Q2 | – | Sell |
-1,809
| Closed | -$221K | – | 64 |
|
|
2024
Q1 | $221K | Buy |
+1,809
| New | +$221K | 0.09% | 56 |
|
|
2023
Q3 | – | Sell |
-2,681
| Closed | -$239K | – | 60 |
|
|
2023
Q2 | $239K | Sell |
2,681
-6,563
| -71% | -$586K | 0.13% | 58 |
|
|
2023
Q1 | $926K | Sell |
9,244
-709
| -7% | -$71K | 0.55% | 33 |
|
|
2022
Q4 | $865K | Buy |
+9,953
| New | +$865K | 0.55% | 36 |
|