SWM
Sculati Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
18,629
-764
| -4% | -$94.7K | 0.87% | 41 |
|
|
2025
Q1 | $1.91M | Buy |
19,393
+592
| +3% | +$58.4K | 0.77% | 37 |
|
|
2024
Q4 | $2.09M | Buy |
18,801
+163
| +0.9% | +$18.2K | 0.83% | 38 |
|
|
2024
Q3 | $1.79M | Sell |
18,638
-344
| -2% | -$33.1K | 0.72% | 42 |
|
|
2024
Q2 | $1.88M | Buy |
18,982
+267
| +1% | +$26.5K | 0.81% | 44 |
|
|
2024
Q1 | $2.29M | Buy |
18,715
+144
| +0.8% | +$17.6K | 0.99% | 35 |
|
|
2023
Q4 | $1.68M | Buy |
18,571
+169
| +0.9% | +$15.3K | 0.78% | 45 |
|
|
2023
Q3 | $1.49M | Buy |
18,402
+1,209
| +7% | +$98K | 0.76% | 46 |
|
|
2023
Q2 | $1.54M | Sell |
17,193
-120
| -0.7% | -$10.7K | 0.77% | 45 |
|
|
2023
Q1 | $1.73M | Buy |
17,313
+666
| +4% | +$66.7K | 0.92% | 38 |
|
|
2022
Q4 | $1.45M | Buy |
16,647
+52
| +0.3% | +$4.52K | 0.81% | 41 |
|
|
2022
Q3 | $1.57M | Sell |
16,595
-147
| -0.9% | -$13.9K | 0.92% | 35 |
|
|
2022
Q2 | $1.58M | Buy |
16,742
+375
| +2% | +$35.4K | 0.9% | 40 |
|
|
2022
Q1 | $2.25M | Buy |
16,367
+181
| +1% | +$24.8K | 1.1% | 26 |
|
|
2021
Q4 | $2.51M | Buy |
16,186
+217
| +1% | +$33.6K | 1.21% | 24 |
|
|
2021
Q3 | $2.7M | Buy |
15,969
+94
| +0.6% | +$15.9K | 1.43% | 21 |
|
|
2021
Q2 | $2.79M | Buy |
15,875
+96
| +0.6% | +$16.9K | 1.48% | 19 |
|
|
2021
Q1 | $2.91M | Sell |
15,779
-375
| -2% | -$69.2K | 1.68% | 12 |
|
|
2020
Q4 | $2.93M | Buy |
16,154
+275
| +2% | +$49.8K | 1.92% | 11 |
|
|
2020
Q3 | $1.97M | Buy |
15,879
+379
| +2% | +$47K | 1.48% | 21 |
|
|
2020
Q2 | $1.73M | Buy |
15,500
+418
| +3% | +$46.6K | 1.46% | 21 |
|
|
2020
Q1 | $1.46M | Buy |
15,082
+1,535
| +11% | +$148K | 1.6% | 17 |
|
|
2019
Q4 | $1.96M | Buy |
+13,547
| New | +$1.96M | 1.76% | 12 |
|