LWM
Ledge Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.27M | Buy |
25,163
+1,418
| +6% | +$128K | 0.88% | 35 |
|
|
2023
Q3 | $1.92M | Buy |
23,745
+4,388
| +23% | +$356K | 0.86% | 37 |
|
|
2023
Q2 | $1.73M | Sell |
19,357
-2,295
| -11% | -$205K | 0.83% | 35 |
|
|
2023
Q1 | $2.17M | Buy |
21,652
+2,476
| +13% | +$248K | 1.03% | 31 |
|
|
2022
Q4 | $1.67M | Buy |
19,176
+3,519
| +22% | +$306K | 0.76% | 40 |
|
|
2022
Q3 | $1.48M | Sell |
15,657
-1,721
| -10% | -$162K | 0.9% | 34 |
|
|
2022
Q2 | $1.64M | Buy |
17,378
+6,239
| +56% | +$589K | 1.01% | 33 |
|
|
2022
Q1 | $1.53M | Buy |
+11,139
| New | +$1.53M | 0.95% | 32 |
|