PWM
PBMares Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
3,275
-59
| -2% | -$7.32K | 0.07% | 123 |
|
|
2025
Q1 | $329K | Sell |
3,334
-2,627
| -44% | -$259K | 0.07% | 142 |
|
|
2024
Q4 | $664K | Sell |
5,961
-229
| -4% | -$25.5K | 0.14% | 89 |
|
|
2024
Q3 | $595K | Sell |
6,190
-115
| -2% | -$11.1K | 0.12% | 94 |
|
|
2024
Q2 | $626K | Sell |
6,305
-402
| -6% | -$39.9K | 0.15% | 88 |
|
|
2024
Q1 | $821K | Sell |
6,707
-163
| -2% | -$19.9K | 0.21% | 77 |
|
|
2023
Q4 | $620K | Sell |
6,870
-6
| -0.1% | -$542 | 0.19% | 86 |
|
|
2023
Q3 | $557K | Sell |
6,876
-233
| -3% | -$18.9K | 0.2% | 87 |
|
|
2023
Q2 | $635K | Sell |
7,109
-21
| -0.3% | -$1.88K | 0.23% | 82 |
|
|
2023
Q1 | $714K | Buy |
7,130
+300
| +4% | +$30K | 0.27% | 73 |
|
|
2022
Q4 | $593K | Sell |
6,830
-776
| -10% | -$67.4K | 0.24% | 76 |
|
|
2022
Q3 | $718K | Sell |
7,606
-106
| -1% | -$10K | 0.31% | 60 |
|
|
2022
Q2 | $728K | Buy |
7,712
+400
| +5% | +$37.8K | 0.31% | 59 |
|
|
2022
Q1 | $1M | Sell |
7,312
-394
| -5% | -$54K | 0.62% | 39 |
|
|
2021
Q4 | $1.19M | Buy |
7,706
+565
| +8% | +$87.5K | 0.5% | 41 |
|
|
2021
Q3 | $1.21M | Sell |
7,141
-111
| -2% | -$18.8K | 0.58% | 35 |
|
|
2021
Q2 | $1.28M | Buy |
7,252
+5
| +0.1% | +$879 | 0.69% | 28 |
|
|
2021
Q1 | $1.34M | Buy |
7,247
+618
| +9% | +$114K | 1.09% | 21 |
|
|
2020
Q4 | $1.2M | Sell |
6,629
-1
| -0% | -$181 | 1.38% | 17 |
|
|
2020
Q3 | $823K | Sell |
6,630
-100
| -1% | -$12.4K | 1.21% | 28 |
|
|
2020
Q2 | $750K | Buy |
6,730
+79
| +1% | +$8.8K | 1.13% | 28 |
|
|
2020
Q1 | $642K | Buy |
6,651
+524
| +9% | +$50.6K | 1.01% | 30 |
|
|
2019
Q4 | $886K | Buy |
+6,127
| New | +$886K | 1.05% | 27 |
|