PWAC
Private Wealth Advisors (California)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,544
| Closed | -$1.06M | – | 77 |
|
|
2023
Q1 | $1.06M | Sell |
10,544
-23
| -0.2% | -$2.3K | 0.44% | 44 |
|
|
2022
Q4 | $918K | Sell |
10,567
-5,358
| -34% | -$466K | 0.31% | 46 |
|
|
2022
Q3 | $1.5M | Buy |
15,925
+6
| +0% | +$566 | 0.7% | 37 |
|
|
2022
Q2 | $1.87M | Buy |
15,919
+7,830
| +97% | +$922K | 0.69% | 36 |
|
|
2022
Q1 | $1.11M | Buy |
8,089
+22
| +0.3% | +$3.02K | 0.35% | 47 |
|
|
2021
Q4 | $1.25M | Buy |
+8,067
| New | +$1.25M | 0.27% | 43 |
|