PSIWM
Paradigm Strategies in Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
2,125
| – | – | 0.17% | 45 |
|
|
2025
Q1 | $210K | Sell |
2,125
-3
| -0.1% | -$296 | 0.14% | 51 |
|
|
2024
Q4 | $237K | Hold |
2,128
| – | – | 0.16% | 43 |
|
|
2024
Q3 | $205K | Buy |
2,128
+7
| +0.3% | +$673 | 0.13% | 53 |
|
|
2024
Q2 | $211K | Hold |
2,121
| – | – | 0.13% | 48 |
|
|
2024
Q1 | $259K | Buy |
+2,121
| New | +$259K | 0.16% | 42 |
|
|
2023
Q2 | – | Sell |
-2,116
| Closed | -$212K | – | 45 |
|
|
2023
Q1 | $212K | Buy |
+2,116
| New | +$212K | 0.17% | 41 |
|
|
2022
Q4 | – | Sell |
-2,116
| Closed | -$200K | – | 38 |
|
|
2022
Q3 | $200K | Hold |
2,116
| – | – | 0.18% | 39 |
|
|
2022
Q2 | $200K | Hold |
2,116
| – | – | 0.22% | 41 |
|
|
2022
Q1 | $290K | Hold |
2,116
| – | – | 0.3% | 32 |
|
|
2021
Q4 | $328K | Hold |
2,116
| – | – | 0.33% | 31 |
|
|
2021
Q3 | $358K | Hold |
2,116
| – | – | 0.34% | 33 |
|
|
2021
Q2 | $372K | Hold |
2,116
| – | – | 0.33% | 32 |
|
|
2021
Q1 | $390K | Buy |
+2,116
| New | +$390K | 0.38% | 29 |
|