RWM
RKL Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
5,452
+1,133
| +26% | +$140K | 0.06% | 112 |
|
|
2025
Q1 | $426K | Buy |
+4,319
| New | +$426K | 0.04% | 129 |
|
|
2022
Q2 | – | Sell |
-39,246
| Closed | -$5.38M | – | 140 |
|
|
2022
Q1 | $5.38M | Buy |
39,246
+679
| +2% | +$93.1K | 0.65% | 31 |
|
|
2021
Q4 | $5.97M | Sell |
38,567
-426
| -1% | -$66K | 0.71% | 31 |
|
|
2021
Q3 | $6.6M | Sell |
38,993
-182
| -0.5% | -$30.8K | 0.84% | 28 |
|
|
2021
Q2 | $6.89M | Sell |
39,175
-509
| -1% | -$89.5K | 0.87% | 27 |
|
|
2021
Q1 | $7.32M | Sell |
39,684
-2,342
| -6% | -$432K | 0.98% | 27 |
|
|
2020
Q4 | $7.61M | Sell |
42,026
-724
| -2% | -$131K | 1.06% | 26 |
|
|
2020
Q3 | $5.3M | Sell |
42,750
-113
| -0.3% | -$14K | 0.84% | 29 |
|
|
2020
Q2 | $4.78M | Buy |
42,863
+302
| +0.7% | +$33.7K | 0.82% | 30 |
|
|
2020
Q1 | $4.11M | Sell |
42,561
-522
| -1% | -$50.4K | 0.86% | 31 |
|
|
2019
Q4 | $6.23M | Sell |
43,083
-277
| -0.6% | -$40.1K | 1.12% | 27 |
|
|
2019
Q3 | $5.66M | Sell |
43,360
-997
| -2% | -$130K | 1.08% | 27 |
|
|
2019
Q2 | $6.19M | Sell |
44,357
-185
| -0.4% | -$25.8K | 1.14% | 26 |
|
|
2019
Q1 | $4.95M | Buy |
44,542
+21,001
| +89% | +$2.33M | 0.97% | 30 |
|
|
2018
Q4 | $2.58M | Sell |
23,541
-787
| -3% | -$86.3K | 0.6% | 40 |
|
|
2018
Q3 | $2.84M | Sell |
24,328
-1,404
| -5% | -$164K | 0.6% | 37 |
|
|
2018
Q2 | $2.7M | Sell |
25,732
-3,572
| -12% | -$374K | 0.61% | 38 |
|
|
2018
Q1 | $2.96M | Sell |
29,304
-4,702
| -14% | -$474K | 0.7% | 36 |
|
|
2017
Q4 | $3.66M | Sell |
34,006
-7,073
| -17% | -$762K | 0.91% | 29 |
|
|
2017
Q3 | $4.05M | Sell |
41,079
-8,973
| -18% | -$884K | 1.14% | 29 |
|
|
2017
Q2 | $5.33M | Sell |
50,052
-6,220
| -11% | -$662K | 1.69% | 16 |
|
|
2017
Q1 | $6.38M | Sell |
56,272
-6,128
| -10% | -$695K | 2.57% | 9 |
|
|
2016
Q4 | $6.5M | Sell |
62,400
-5,416
| -8% | -$564K | 3.14% | 8 |
|
|
2016
Q3 | $6.3M | Buy |
67,816
+989
| +1% | +$91.8K | 3.17% | 9 |
|
|
2016
Q2 | $6.62M | Sell |
66,827
-818
| -1% | -$81K | 3.44% | 7 |
|
|
2016
Q1 | $6.72M | Sell |
67,645
-335
| -0.5% | -$33.3K | 3.86% | 6 |
|
|
2015
Q4 | $7.14K | Sell |
67,980
-1,108
| -2% | -$116 | 3.31% | 5 |
|
|
2015
Q3 | $7.06M | Sell |
69,088
-2,012
| -3% | -$206K | 4.45% | 4 |
|
|
2015
Q2 | $8.12M | Sell |
71,100
-2,920
| -4% | -$333K | 4.87% | 4 |
|
|
2015
Q1 | $7.76M | Buy |
74,020
+589
| +0.8% | +$61.8K | 4.7% | 5 |
|
|
2014
Q4 | $6.92M | Buy |
73,431
+3,487
| +5% | +$328K | 4.51% | 5 |
|
|
2014
Q3 | $6.23M | Buy |
69,944
+2,130
| +3% | +$190K | 4.35% | 6 |
|
|
2014
Q2 | $5.81M | Buy |
67,814
+6,232
| +10% | +$534K | 4.26% | 5 |
|
|
2014
Q1 | $4.93M | Buy |
+61,582
| New | +$4.93M | 3.73% | 9 |
|