PWMAG
Pinnacle Wealth Management Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Buy |
29,003
+4
| +0% | +$496 | 0.3% | 70 |
|
|
2025
Q1 | $2.86M | Sell |
28,999
-406
| -1% | -$40.1K | 0.27% | 84 |
|
|
2024
Q4 | $3.27M | Sell |
29,405
-7,706
| -21% | -$858K | 0.31% | 71 |
|
|
2024
Q3 | $3.57M | Sell |
37,111
-2,981
| -7% | -$287K | 0.34% | 67 |
|
|
2024
Q2 | $3.98M | Sell |
40,092
-2,737
| -6% | -$272K | 0.41% | 57 |
|
|
2024
Q1 | $5.24M | Sell |
42,829
-726
| -2% | -$88.8K | 0.56% | 43 |
|
|
2023
Q4 | $3.93M | Buy |
43,555
+709
| +2% | +$64K | 0.46% | 54 |
|
|
2023
Q3 | $3.47M | Sell |
42,846
-3,463
| -7% | -$281K | 0.45% | 57 |
|
|
2023
Q2 | $4.13M | Sell |
46,309
-1,911
| -4% | -$171K | 0.51% | 50 |
|
|
2023
Q1 | $4.83M | Sell |
48,220
-1,071
| -2% | -$107K | 0.65% | 40 |
|
|
2022
Q4 | $4.28M | Sell |
49,291
-2,261
| -4% | -$196K | 0.64% | 41 |
|
|
2022
Q3 | $4.86M | Buy |
51,552
+1,635
| +3% | +$154K | 0.81% | 29 |
|
|
2022
Q2 | $4.71M | Sell |
49,917
-3,141
| -6% | -$297K | 0.76% | 31 |
|
|
2022
Q1 | $7.28M | Buy |
53,058
+7,791
| +17% | +$1.07M | 1.05% | 21 |
|
|
2021
Q4 | $7.01M | Buy |
45,267
+34,220
| +310% | +$5.3M | 1.15% | 21 |
|
|
2021
Q3 | $1.87M | Buy |
11,047
+195
| +2% | +$33K | 0.44% | 62 |
|
|
2021
Q2 | $1.91M | Buy |
10,852
+1,737
| +19% | +$305K | 0.45% | 60 |
|
|
2021
Q1 | $1.68M | Sell |
9,115
-226
| -2% | -$41.7K | 0.47% | 54 |
|
|
2020
Q4 | $1.69M | Sell |
9,341
-261
| -3% | -$47.3K | 0.52% | 52 |
|
|
2020
Q3 | $1.19M | Buy |
9,602
+185
| +2% | +$22.9K | 0.41% | 64 |
|
|
2020
Q2 | $1.05M | Buy |
9,417
+1,348
| +17% | +$150K | 0.39% | 70 |
|
|
2020
Q1 | $779K | Buy |
8,069
+2,261
| +39% | +$218K | 0.38% | 67 |
|
|
2019
Q4 | $840K | Buy |
5,808
+52
| +0.9% | +$7.52K | 0.31% | 85 |
|
|
2019
Q3 | $750K | Sell |
5,756
-150
| -3% | -$19.5K | 0.31% | 86 |
|
|
2019
Q2 | $825K | Buy |
5,906
+250
| +4% | +$34.9K | 0.35% | 81 |
|
|
2019
Q1 | $628K | Sell |
5,656
-220
| -4% | -$24.4K | 0.28% | 94 |
|
|
2018
Q4 | $644K | Buy |
5,876
+245
| +4% | +$26.9K | 0.35% | 89 |
|
|
2018
Q3 | $658K | Buy |
5,631
+164
| +3% | +$19.2K | 0.32% | 84 |
|
|
2018
Q2 | $573K | Sell |
5,467
-680
| -11% | -$71.3K | 0.31% | 87 |
|
|
2018
Q1 | $617K | Sell |
6,147
-464
| -7% | -$46.6K | 0.35% | 78 |
|
|
2017
Q4 | $711K | Sell |
6,611
-755
| -10% | -$81.2K | 0.39% | 72 |
|
|
2017
Q3 | $726K | Sell |
7,366
-411
| -5% | -$40.5K | 0.42% | 71 |
|
|
2017
Q2 | $826K | Buy |
7,777
+3,376
| +77% | +$359K | 0.51% | 66 |
|
|
2017
Q1 | $499K | Buy |
4,401
+151
| +4% | +$17.1K | 0.35% | 80 |
|
|
2016
Q4 | $443K | Buy |
4,250
+75
| +2% | +$7.82K | 0.32% | 78 |
|
|
2016
Q3 | $388K | Buy |
4,175
+100
| +2% | +$9.29K | 0.29% | 83 |
|
|
2016
Q2 | $399K | Sell |
4,075
-26
| -0.6% | -$2.55K | 0.32% | 80 |
|
|
2016
Q1 | $407K | Buy |
4,101
+585
| +17% | +$58.1K | 0.36% | 73 |
|
|
2015
Q4 | $369K | Buy |
3,516
+26
| +0.7% | +$2.73K | 0.34% | 75 |
|
|
2015
Q3 | $357K | Sell |
3,490
-69
| -2% | -$7.06K | 0.34% | 70 |
|
|
2015
Q2 | $406K | Buy |
3,559
+85
| +2% | +$9.7K | 0.38% | 73 |
|
|
2015
Q1 | $364K | Sell |
3,474
-150
| -4% | -$15.7K | 0.33% | 79 |
|
|
2014
Q4 | $341K | Buy |
+3,624
| New | +$341K | 0.32% | 77 |
|