SDWMA
Schneider Downs Wealth Management Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,903
| Closed | -$233K | – | 133 |
|
|
2024
Q1 | $233K | Buy |
+1,903
| New | +$233K | 0.05% | 123 |
|
|
2022
Q4 | – | Sell |
-2,986
| Closed | -$282K | – | 126 |
|
|
2022
Q3 | $282K | Sell |
2,986
-747
| -20% | -$70.5K | 0.08% | 95 |
|
|
2022
Q2 | $352K | Sell |
3,733
-301
| -7% | -$28.4K | 0.1% | 85 |
|
|
2022
Q1 | $553K | Sell |
4,034
-915
| -18% | -$125K | 0.14% | 73 |
|
|
2021
Q4 | $767K | Sell |
4,949
-13
| -0.3% | -$2.02K | 0.18% | 62 |
|
|
2021
Q3 | $839K | Buy |
4,962
+1,076
| +28% | +$182K | 0.22% | 53 |
|
|
2021
Q2 | $683K | Buy |
3,886
+122
| +3% | +$21.4K | 0.18% | 58 |
|
|
2021
Q1 | $695K | Buy |
3,764
+1,295
| +52% | +$239K | 0.17% | 54 |
|
|
2020
Q4 | $447K | Buy |
2,469
+76
| +3% | +$13.8K | 0.12% | 50 |
|
|
2020
Q3 | $297K | Buy |
2,393
+38
| +2% | +$4.72K | 0.1% | 69 |
|
|
2020
Q2 | $263K | Hold |
2,355
| – | – | 0.09% | 73 |
|
|
2020
Q1 | $227K | Buy |
+2,355
| New | +$227K | 0.08% | 78 |
|