PWM
Palumbo Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
15,300
-414
| -3% | -$51.3K | 0.59% | 44 |
|
|
2025
Q1 | $1.55M | Sell |
15,714
-625
| -4% | -$61.7K | 0.52% | 48 |
|
|
2024
Q4 | $1.82M | Sell |
16,339
-2,730
| -14% | -$304K | 0.68% | 39 |
|
|
2024
Q3 | $1.83M | Sell |
19,069
-1,413
| -7% | -$136K | 0.71% | 41 |
|
|
2024
Q2 | $2.03M | Sell |
20,482
-4,723
| -19% | -$469K | 0.86% | 33 |
|
|
2024
Q1 | $3.08M | Buy |
25,205
+13,379
| +113% | +$1.64M | 1.38% | 19 |
|
|
2023
Q4 | $1.07M | Buy |
11,826
+921
| +8% | +$83.2K | 0.55% | 48 |
|
|
2023
Q3 | $884K | Buy |
10,905
+439
| +4% | +$35.6K | 0.49% | 49 |
|
|
2023
Q2 | $934K | Buy |
10,466
+740
| +8% | +$66.1K | 0.57% | 37 |
|
|
2023
Q1 | $974K | Sell |
9,726
-589
| -6% | -$59K | 0.65% | 37 |
|
|
2022
Q4 | $896K | Sell |
10,315
-1,117
| -10% | -$97K | 0.71% | 36 |
|
|
2022
Q3 | $1.08M | Sell |
11,432
-414
| -3% | -$39K | 0.91% | 23 |
|
|
2022
Q2 | $1.12M | Buy |
11,846
+589
| +5% | +$55.6K | 0.89% | 21 |
|
|
2022
Q1 | $1.54M | Buy |
11,257
+8,340
| +286% | +$1.14M | 0.99% | 20 |
|
|
2021
Q4 | $452K | Buy |
2,917
+505
| +21% | +$78.3K | 0.28% | 64 |
|
|
2021
Q3 | $408K | Sell |
2,412
-5,183
| -68% | -$877K | 0.27% | 71 |
|
|
2021
Q2 | $1.34M | Sell |
7,595
-23
| -0.3% | -$4.04K | 0.9% | 19 |
|
|
2021
Q1 | $1.41M | Buy |
7,618
+94
| +1% | +$17.3K | 1.06% | 16 |
|
|
2020
Q4 | $1.36M | Buy |
+7,524
| New | +$1.36M | 1.1% | 13 |
|