PWAM
Pinnacle West Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
14,360
-60
| -0.4% | -$7.44K | 1.23% | 31 |
|
|
2025
Q1 | $1.42M | Sell |
14,420
-50
| -0.3% | -$4.93K | 1.03% | 34 |
|
|
2024
Q4 | $1.61M | Sell |
14,470
-50
| -0.3% | -$5.57K | 1.15% | 31 |
|
|
2024
Q3 | $1.4M | Sell |
14,520
-140
| -1% | -$13.5K | 1% | 34 |
|
|
2024
Q2 | $1.46M | Sell |
14,660
-175
| -1% | -$17.4K | 1.13% | 29 |
|
|
2024
Q1 | $1.82M | Sell |
14,835
-85
| -0.6% | -$10.4K | 1.44% | 21 |
|
|
2023
Q4 | $1.35M | Buy |
14,920
+650
| +5% | +$58.7K | 1.15% | 31 |
|
|
2023
Q3 | $1.16M | Buy |
14,270
+475
| +3% | +$38.5K | 1.13% | 32 |
|
|
2023
Q2 | $1.23M | Sell |
13,795
-230
| -2% | -$20.5K | 1.2% | 27 |
|
|
2023
Q1 | $1.4M | Buy |
+14,025
| New | +$1.4M | 1.47% | 18 |
|