MWPCG
Measured Wealth Private Client Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,725
| Closed | -$267K | – | 182 |
|
|
2021
Q4 | $267K | Hold |
1,725
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $292K | Buy |
1,725
+307
| +22% | +$52K | 0.11% | 123 |
|
|
2021
Q2 | $249K | Hold |
1,418
| – | – | 0.08% | 154 |
|
|
2021
Q1 | $262K | Hold |
1,418
| – | – | 0.09% | 130 |
|
|
2020
Q4 | $257K | Sell |
1,418
-545
| -28% | -$98.8K | 0.11% | 112 |
|
|
2020
Q3 | $244K | Sell |
1,963
-476
| -20% | -$59.2K | 0.12% | 106 |
|
|
2020
Q2 | $272K | Buy |
2,439
+251
| +11% | +$28K | 0.16% | 79 |
|
|
2020
Q1 | $211K | Sell |
2,188
-370
| -14% | -$35.7K | 0.16% | 80 |
|
|
2019
Q4 | $370K | Sell |
2,558
-1,145
| -31% | -$166K | 0.25% | 62 |
|
|
2019
Q3 | $483K | Sell |
3,703
-3,576
| -49% | -$466K | 0.31% | 54 |
|
|
2019
Q2 | $1.02M | Sell |
7,279
-73
| -1% | -$10.2K | 0.59% | 33 |
|
|
2019
Q1 | $816K | Buy |
7,352
+4,724
| +180% | +$524K | 0.5% | 38 |
|
|
2018
Q4 | $288K | Sell |
2,628
-1,040
| -28% | -$114K | 0.26% | 62 |
|
|
2018
Q3 | $429K | Buy |
3,668
+132
| +4% | +$15.4K | 0.26% | 65 |
|
|
2018
Q2 | $370K | Buy |
+3,536
| New | +$370K | 0.3% | 69 |
|