PFWA
Paces Ferry Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
3,611
+3
| +0.1% | +$372 | 0.21% | 67 |
|
|
2025
Q1 | $356K | Sell |
3,608
-42
| -1% | -$4.15K | 0.18% | 79 |
|
|
2024
Q4 | $406K | Sell |
3,650
-703
| -16% | -$78.3K | 0.2% | 70 |
|
|
2024
Q3 | $419K | Sell |
4,353
-2,360
| -35% | -$227K | 0.24% | 68 |
|
|
2024
Q2 | $667K | Sell |
6,713
-161
| -2% | -$16K | 0.4% | 47 |
|
|
2024
Q1 | $841K | Buy |
6,874
+1,357
| +25% | +$166K | 0.54% | 42 |
|
|
2023
Q4 | $498K | Sell |
5,517
-1,101
| -17% | -$99.4K | 0.35% | 56 |
|
|
2023
Q3 | $536K | Buy |
6,618
+137
| +2% | +$11.1K | 0.43% | 50 |
|
|
2023
Q2 | $579K | Sell |
6,481
-1,325
| -17% | -$118K | 0.43% | 49 |
|
|
2023
Q1 | $782K | Buy |
7,806
+1,823
| +30% | +$183K | 0.63% | 41 |
|
|
2022
Q4 | $520K | Sell |
5,983
-1,868
| -24% | -$162K | 0.51% | 43 |
|
|
2022
Q3 | $741K | Sell |
7,851
-470
| -6% | -$44.4K | 0.81% | 33 |
|
|
2022
Q2 | $786K | Sell |
8,321
-1,509
| -15% | -$143K | 0.77% | 33 |
|
|
2022
Q1 | $1.35M | Buy |
9,830
+401
| +4% | +$55K | 1.07% | 26 |
|
|
2021
Q4 | $1.46M | Buy |
9,429
+101
| +1% | +$15.6K | 1.05% | 27 |
|
|
2021
Q3 | $1.58M | Sell |
9,328
-170
| -2% | -$28.8K | 1.26% | 24 |
|
|
2021
Q2 | $1.67M | Buy |
9,498
+178
| +2% | +$31.3K | 1.28% | 25 |
|
|
2021
Q1 | $1.72M | Sell |
9,320
-144
| -2% | -$26.6K | 1.5% | 21 |
|
|
2020
Q4 | $1.72M | Buy |
9,464
+867
| +10% | +$157K | 1.57% | 18 |
|
|
2020
Q3 | $1.07M | Buy |
+8,597
| New | +$1.07M | 0.93% | 27 |
|