KJWM
Kiley Juergens Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,225
| Closed | -$1.02M | – | 71 |
|
|
2024
Q2 | $1.02M | Buy |
+10,225
| New | +$1.02M | 0.28% | 48 |
|
|
2024
Q1 | – | Sell |
-11,055
| Closed | -$998K | – | 67 |
|
|
2023
Q4 | $998K | Sell |
11,055
-2,367
| -18% | -$214K | 0.33% | 41 |
|
|
2023
Q3 | $1.09M | Sell |
13,422
-2,586
| -16% | -$210K | 0.39% | 41 |
|
|
2023
Q2 | $1.43M | Sell |
16,008
-1,083
| -6% | -$96.7K | 0.49% | 38 |
|
|
2023
Q1 | $1.71M | Sell |
17,091
-465
| -3% | -$46.6K | 0.64% | 33 |
|
|
2022
Q4 | $1.53M | Sell |
17,556
-1,714
| -9% | -$149K | 0.64% | 33 |
|
|
2022
Q3 | $1.82M | Sell |
19,270
-22
| -0.1% | -$2.07K | 0.85% | 29 |
|
|
2022
Q2 | $1.82M | Buy |
19,292
+4,680
| +32% | +$442K | 0.86% | 28 |
|
|
2022
Q1 | $2M | Sell |
14,612
-5,001
| -25% | -$686K | 0.97% | 25 |
|
|
2021
Q4 | $3.04M | Buy |
19,613
+2,457
| +14% | +$381K | 1.15% | 19 |
|
|
2021
Q3 | $2.9M | Buy |
17,156
+228
| +1% | +$38.6K | 1.27% | 18 |
|
|
2021
Q2 | $2.98M | Buy |
16,928
+450
| +3% | +$79.1K | 1.36% | 18 |
|
|
2021
Q1 | $3.04M | Buy |
16,478
+99
| +0.6% | +$18.3K | 1.59% | 15 |
|
|
2020
Q4 | $2.97M | Sell |
16,379
-81
| -0.5% | -$14.7K | 1.75% | 13 |
|
|
2020
Q3 | $2.04M | Sell |
16,460
-1,196
| -7% | -$148K | 1.49% | 15 |
|
|
2020
Q2 | $1.97M | Buy |
17,656
+706
| +4% | +$78.7K | 1.64% | 15 |
|
|
2020
Q1 | $1.64M | Buy |
16,950
+1,729
| +11% | +$167K | 1.69% | 16 |
|
|
2019
Q4 | $2.2M | Buy |
15,221
+748
| +5% | +$108K | 1.93% | 13 |
|
|
2019
Q3 | $1.89M | Buy |
14,473
+2,322
| +19% | +$303K | 2.06% | 11 |
|
|
2019
Q2 | $1.7M | Buy |
12,151
+771
| +7% | +$108K | 1.91% | 12 |
|
|
2019
Q1 | $1.26M | Buy |
11,380
+936
| +9% | +$104K | 1.57% | 16 |
|
|
2018
Q4 | $1.15M | Buy |
10,444
+286
| +3% | +$31.4K | 1.6% | 16 |
|
|
2018
Q3 | $1.19M | Buy |
10,158
+1,023
| +11% | +$120K | 0.89% | 19 |
|
|
2018
Q2 | $957K | Buy |
9,135
+1,193
| +15% | +$125K | 0.85% | 22 |
|
|
2018
Q1 | $797K | Buy |
7,942
+1,349
| +20% | +$135K | 0.86% | 27 |
|
|
2017
Q4 | $708K | Buy |
+6,593
| New | +$708K | 0.64% | 31 |
|