PRWA
Platte River Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $234K | Sell |
2,433
-150
| -6% | -$14.4K | 0.06% | 88 |
|
|
2024
Q2 | $256K | Hold |
2,583
| – | – | 0.07% | 84 |
|
|
2024
Q1 | $316K | Sell |
2,583
-75
| -3% | -$9.18K | 0.09% | 82 |
|
|
2023
Q4 | $240K | Sell |
2,658
-265
| -9% | -$23.9K | 0.08% | 91 |
|
|
2023
Q3 | $237K | Sell |
2,923
-2,475
| -46% | -$201K | 0.09% | 86 |
|
|
2023
Q2 | $482K | Buy |
5,398
+1,825
| +51% | +$163K | 0.17% | 65 |
|
|
2023
Q1 | $358K | Sell |
3,573
-785
| -18% | -$78.6K | 0.14% | 67 |
|
|
2022
Q4 | $379K | Sell |
4,358
-220
| -5% | -$19.1K | 0.16% | 68 |
|
|
2022
Q3 | $432K | Hold |
4,578
| – | – | 0.19% | 63 |
|
|
2022
Q2 | $432K | Sell |
4,578
-128
| -3% | -$12.1K | 0.19% | 61 |
|
|
2022
Q1 | $645K | Sell |
4,706
-490
| -9% | -$67.2K | 0.24% | 54 |
|
|
2021
Q4 | $820K | Hold |
5,196
| – | – | 0.28% | 55 |
|
|
2021
Q3 | $879K | Buy |
5,196
+120
| +2% | +$20.3K | 0.33% | 54 |
|
|
2021
Q2 | $892K | Hold |
5,076
| – | – | 0.34% | 54 |
|
|
2021
Q1 | $951K | Hold |
5,076
| – | – | 0.39% | 46 |
|
|
2020
Q4 | $869K | Hold |
5,076
| – | – | 0.37% | 47 |
|
|
2020
Q3 | $630K | Sell |
5,076
-375
| -7% | -$46.5K | 0.32% | 60 |
|
|
2020
Q2 | $624K | Buy |
+5,451
| New | +$624K | 0.34% | 62 |
|
|
2019
Q4 | $1.01M | Buy |
+7,317
| New | +$1.01M | 0.53% | 53 |
|