RWPA
Richard W. Paul & Associates’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Sell |
2,143
-16
| -0.7% | -$1.98K | 0.1% | 156 |
|
2025
Q1 | $213K | Buy |
2,159
+872
| +68% | +$86.1K | 0.08% | 162 |
|
2024
Q4 | $143K | Buy |
1,287
+1,262
| +5,048% | +$141K | 0.05% | 180 |
|
2024
Q3 | $2.41K | Hold |
25
| – | – | ﹤0.01% | 402 |
|
2024
Q2 | $2.48K | Hold |
25
| – | – | ﹤0.01% | 399 |
|
2024
Q1 | $3.06K | Sell |
25
-240
| -91% | -$29.4K | ﹤0.01% | 395 |
|
2023
Q4 | $23.9K | Hold |
265
| – | – | 0.01% | 243 |
|
2023
Q3 | $21.5K | Hold |
265
| – | – | 0.01% | 244 |
|
2023
Q2 | $23.7K | Sell |
265
-15
| -5% | -$1.34K | 0.01% | 258 |
|
2023
Q1 | $28K | Sell |
280
-1,000
| -78% | -$100K | 0.01% | 244 |
|
2022
Q4 | $111K | Buy |
+1,280
| New | +$111K | 0.06% | 188 |
|