PWS
Proactive Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
15,613
-1,496
| -9% | -$186K | 0.91% | 39 |
|
|
2025
Q1 | $1.69M | Sell |
17,109
-978
| -5% | -$96.5K | 0.9% | 38 |
|
|
2024
Q4 | $2.01M | Sell |
18,087
-913
| -5% | -$102K | 1.05% | 33 |
|
|
2024
Q3 | $1.83M | Buy |
+19,000
| New | +$1.83M | 1.02% | 32 |
|