PWM
Prentice Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Sell |
6,409
-83
| -1% | -$10.3K | 0.21% | 54 |
|
|
2025
Q1 | $641K | Buy |
6,492
+137
| +2% | +$13.5K | 0.19% | 64 |
|
|
2024
Q4 | $708K | Buy |
6,355
+336
| +6% | +$37.4K | 0.2% | 58 |
|
|
2024
Q3 | $579K | Buy |
6,019
+289
| +5% | +$27.8K | 0.17% | 71 |
|
|
2024
Q2 | $569K | Sell |
5,730
-85
| -1% | -$8.44K | 0.19% | 64 |
|
|
2024
Q1 | $712K | Buy |
5,815
+312
| +6% | +$38.2K | 0.25% | 55 |
|
|
2023
Q4 | $497K | Buy |
5,503
+511
| +10% | +$46.1K | 0.19% | 67 |
|
|
2023
Q3 | $405K | Sell |
4,992
-380
| -7% | -$30.8K | 0.18% | 67 |
|
|
2023
Q2 | $480K | Buy |
5,372
+1,192
| +29% | +$106K | 0.22% | 58 |
|
|
2023
Q1 | $419K | Buy |
4,180
+132
| +3% | +$13.2K | 0.2% | 62 |
|
|
2022
Q4 | $352K | Buy |
4,048
+99
| +3% | +$8.6K | 0.18% | 67 |
|
|
2022
Q3 | $376K | Buy |
+3,949
| New | +$376K | 0.21% | 47 |
|
|
2022
Q2 | – | Sell |
-3,137
| Closed | -$436K | – | 154 |
|
|
2022
Q1 | $436K | Buy |
3,137
+278
| +10% | +$38.6K | 0.21% | 50 |
|
|
2021
Q4 | $437K | Buy |
2,859
+12
| +0.4% | +$1.83K | 0.2% | 52 |
|
|
2021
Q3 | $482K | Buy |
2,847
+10
| +0.4% | +$1.69K | 0.23% | 46 |
|
|
2021
Q2 | $499K | Buy |
2,837
+696
| +33% | +$122K | 0.26% | 40 |
|
|
2021
Q1 | $395K | Buy |
+2,141
| New | +$395K | 0.22% | 45 |
|