SWM
Sanctuary Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.9K | Hold |
206
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $19.8K | Hold |
206
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $20.5K | Sell |
206
-2,251
| -92% | -$224K | 0.02% | 133 |
|
|
2024
Q1 | $301K | Hold |
2,457
| – | – | 0.24% | 34 |
|
|
2023
Q4 | $222K | Hold |
2,457
| – | – | 0.21% | 33 |
|
|
2023
Q3 | $199K | Buy |
2,457
+31
| +1% | +$2.51K | 0.22% | 34 |
|
|
2023
Q2 | $217K | Buy |
+2,426
| New | +$217K | 0.23% | 34 |
|
|
2022
Q4 | $214K | Sell |
2,462
-686
| -22% | -$59.6K | 0.25% | 29 |
|
|
2022
Q3 | $297K | Hold |
3,148
| – | – | 0.39% | 23 |
|
|
2022
Q2 | $297K | Hold |
3,148
| – | – | 0.36% | 23 |
|
|
2022
Q1 | $432K | Buy |
+3,148
| New | +$432K | 0.48% | 21 |
|
|
2021
Q2 | – | Sell |
-1,217
| Closed | -$225K | – | 39 |
|
|
2021
Q1 | $225K | Sell |
1,217
-120
| -9% | -$22.2K | 0.29% | 29 |
|
|
2020
Q4 | $242K | Buy |
+1,337
| New | +$242K | 0.29% | 30 |
|
|
2020
Q3 | – | Sell |
-1,821
| Closed | -$203K | – | 35 |
|
|
2020
Q2 | $203K | Buy |
+1,821
| New | +$203K | 0.21% | 29 |
|