RWP
RWA Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
30,484
+2,805
| +10% | +$348K | 0.05% | 185 |
|
|
2025
Q1 | $2.73M | Sell |
27,679
-5,119
| -16% | -$505K | 0.03% | 208 |
|
|
2024
Q4 | $3.65M | Sell |
32,798
-2,194
| -6% | -$244K | 0.05% | 184 |
|
|
2024
Q3 | $3.37M | Sell |
34,992
-2,030
| -5% | -$195K | 0.04% | 202 |
|
|
2024
Q2 | $3.68M | Sell |
37,022
-2,441
| -6% | -$242K | 0.05% | 172 |
|
|
2024
Q1 | $4.83M | Sell |
39,463
-2,845
| -7% | -$348K | 0.07% | 152 |
|
|
2023
Q4 | $3.82M | Buy |
42,308
+25,505
| +152% | +$2.3M | 0.05% | 156 |
|
|
2023
Q3 | $1.36M | Buy |
16,803
+322
| +2% | +$26.1K | 0.03% | 171 |
|
|
2023
Q2 | $1.47M | Buy |
16,481
+6,975
| +73% | +$623K | 0.03% | 152 |
|
|
2023
Q1 | $952K | Sell |
9,506
-89
| -0.9% | -$8.91K | 0.02% | 135 |
|
|
2022
Q4 | $924K | Buy |
9,595
+163
| +2% | +$15.7K | 0.02% | 136 |
|
|
2022
Q3 | $890K | Buy |
9,432
+44
| +0.5% | +$4.15K | 0.06% | 130 |
|
|
2022
Q2 | $886K | Buy |
9,388
+138
| +1% | +$13K | 0.06% | 128 |
|
|
2022
Q1 | $1.27M | Sell |
9,250
-151
| -2% | -$20.7K | 0.08% | 121 |
|
|
2021
Q4 | $1.46M | Buy |
9,401
+1,481
| +19% | +$229K | 0.1% | 112 |
|
|
2021
Q3 | $1.34M | Buy |
7,920
+24
| +0.3% | +$4.06K | 0.1% | 111 |
|
|
2021
Q2 | $1.39M | Buy |
7,896
+13
| +0.2% | +$2.29K | 0.1% | 109 |
|
|
2021
Q1 | $1.46M | Buy |
7,883
+77
| +1% | +$14.2K | 0.12% | 103 |
|
|
2020
Q4 | $1.41M | Buy |
7,806
+1,353
| +21% | +$245K | 0.13% | 101 |
|
|
2020
Q3 | $801K | Buy |
6,453
+99
| +2% | +$12.3K | 0.08% | 120 |
|
|
2020
Q2 | $709K | Buy |
6,354
+2,355
| +59% | +$263K | 0.09% | 119 |
|
|
2020
Q1 | $386K | Sell |
3,999
-28,720
| -88% | -$2.77M | 0.05% | 146 |
|
|
2019
Q4 | $4.73M | Buy |
32,719
+563
| +2% | +$81.4K | 0.47% | 54 |
|
|
2019
Q3 | $4.19M | Buy |
32,156
+575
| +2% | +$74.9K | 0.44% | 55 |
|
|
2019
Q2 | $4.41M | Sell |
31,581
-82
| -0.3% | -$11.5K | 0.47% | 53 |
|
|
2019
Q1 | $3.52M | Buy |
31,663
+378
| +1% | +$42K | 0.4% | 64 |
|
|
2018
Q4 | $3.43M | Buy |
31,285
+1,094
| +4% | +$120K | 0.45% | 58 |
|
|
2018
Q3 | $3.53M | Buy |
30,191
+362
| +1% | +$42.3K | 0.4% | 60 |
|
|
2018
Q2 | $3.13M | Buy |
29,829
+2,030
| +7% | +$213K | 0.35% | 71 |
|
|
2018
Q1 | $2.79M | Buy |
27,799
+21,798
| +363% | +$2.19M | 0.36% | 73 |
|
|
2017
Q4 | $645K | Buy |
6,001
+97
| +2% | +$10.4K | 0.07% | 147 |
|
|
2017
Q3 | $582K | Buy |
5,904
+1,735
| +42% | +$171K | 0.07% | 146 |
|
|
2017
Q2 | $443K | Buy |
4,169
+180
| +5% | +$19.1K | 0.05% | 141 |
|
|
2017
Q1 | $452K | Buy |
+3,989
| New | +$452K | 0.06% | 136 |
|