JWM
Jupiter Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
9,403
+780
| +9% | +$91K | 0.55% | 40 |
|
|
2025
Q1 | $971K | Sell |
8,623
-1,000
| -10% | -$113K | 0.59% | 42 |
|
|
2024
Q4 | $1.07M | Buy |
9,623
+2,975
| +45% | +$331K | 0.54% | 42 |
|
|
2024
Q3 | $639K | Hold |
6,648
| – | – | 0.33% | 56 |
|
|
2024
Q2 | $623K | Sell |
6,648
-4,267
| -39% | -$400K | 0.33% | 54 |
|
|
2024
Q1 | $1.15M | Buy |
10,915
+1,720
| +19% | +$181K | 0.61% | 45 |
|
|
2023
Q4 | $830K | Buy |
9,195
+1,125
| +14% | +$102K | 0.49% | 51 |
|
|
2023
Q3 | $712K | Sell |
8,070
-1,125
| -12% | -$99.3K | 0.46% | 51 |
|
|
2023
Q2 | $821K | Sell |
9,195
-1,729
| -16% | -$154K | 0.7% | 37 |
|
|
2023
Q1 | $1.09M | Sell |
10,924
-5,780
| -35% | -$579K | 1.01% | 30 |
|
|
2022
Q4 | $1.45M | Sell |
16,704
-10,515
| -39% | -$913K | 1.4% | 25 |
|
|
2022
Q3 | $2.57M | Hold |
27,219
| – | – | 2.58% | 14 |
|
|
2022
Q2 | $2.57M | Sell |
27,219
-4,535
| -14% | -$428K | 2.34% | 16 |
|
|
2022
Q1 | $4.36M | Sell |
31,754
-3,175
| -9% | -$435K | 2.73% | 12 |
|
|
2021
Q4 | $5.41M | Buy |
34,929
+1,015
| +3% | +$157K | 2.81% | 10 |
|
|
2021
Q3 | $5.92M | Sell |
33,914
-4,352
| -11% | -$759K | 2.79% | 10 |
|
|
2021
Q2 | $6.78M | Buy |
38,266
+776
| +2% | +$137K | 3.25% | 11 |
|
|
2021
Q1 | $6.95M | Hold |
37,490
| – | – | 3.51% | 11 |
|
|
2020
Q4 | $6.79M | Buy |
37,490
+2,445
| +7% | +$443K | 4.16% | 7 |
|
|
2020
Q3 | $4.35M | Sell |
35,045
-16,905
| -33% | -$2.1M | 3.07% | 13 |
|
|
2020
Q2 | $6.12M | Sell |
51,950
-329
| -0.6% | -$38.8K | 3.06% | 12 |
|
|
2020
Q1 | $5.52M | Sell |
52,279
-1,362
| -3% | -$144K | 3.21% | 10 |
|
|
2019
Q4 | $7.79M | Sell |
53,641
-131
| -0.2% | -$19K | 3.77% | 8 |
|
|
2019
Q3 | $7.01M | Sell |
53,772
-279
| -0.5% | -$36.4K | 3.74% | 8 |
|
|
2019
Q2 | $7.71M | Sell |
54,051
-102
| -0.2% | -$14.5K | 3.82% | 7 |
|
|
2019
Q1 | $7.17M | Buy |
+54,153
| New | +$7.17M | 3.45% | 8 |
|