SWM
SeaCrest Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
5,317
-4,904
| -48% | -$608K | 0.07% | 253 |
|
|
2025
Q1 | $1.01M | Sell |
10,221
-414
| -4% | -$40.9K | 0.11% | 176 |
|
|
2024
Q4 | $1.18M | Sell |
10,635
-39
| -0.4% | -$4.34K | 0.12% | 155 |
|
|
2024
Q3 | $1.03M | Sell |
10,674
-71
| -0.7% | -$6.83K | 0.11% | 184 |
|
|
2024
Q2 | $1.07M | Sell |
10,745
-633
| -6% | -$62.9K | 0.12% | 168 |
|
|
2024
Q1 | $1.39M | Sell |
11,378
-5,663
| -33% | -$693K | 0.17% | 122 |
|
|
2023
Q4 | $1.55M | Sell |
17,041
-2,951
| -15% | -$268K | 0.19% | 109 |
|
|
2023
Q3 | $1.62M | Sell |
19,992
-8,285
| -29% | -$672K | 0.21% | 93 |
|
|
2023
Q2 | $2.52M | Sell |
28,277
-441
| -2% | -$39.4K | 0.32% | 57 |
|
|
2023
Q1 | $2.88M | Buy |
28,718
+647
| +2% | +$64.8K | 0.39% | 47 |
|
|
2022
Q4 | $2.44M | Sell |
28,071
-813
| -3% | -$70.6K | 0.35% | 53 |
|
|
2022
Q3 | $2.73M | Buy |
28,884
+3,491
| +14% | +$329K | 0.41% | 45 |
|
|
2022
Q2 | $2.4M | Buy |
25,393
+3,586
| +16% | +$339K | 0.3% | 55 |
|
|
2022
Q1 | $2.99M | Buy |
21,807
+3,011
| +16% | +$413K | 0.34% | 54 |
|
|
2021
Q4 | $2.91M | Sell |
18,796
-3,177
| -14% | -$492K | 0.32% | 59 |
|
|
2021
Q3 | $3.72M | Buy |
21,973
+335
| +2% | +$56.7K | 0.45% | 45 |
|
|
2021
Q2 | $3.8M | Sell |
21,638
-5,383
| -20% | -$946K | 0.46% | 44 |
|
|
2021
Q1 | $4.99M | Sell |
27,021
-288
| -1% | -$53.1K | 0.66% | 26 |
|
|
2020
Q4 | $4.95M | Buy |
27,309
+2,766
| +11% | +$501K | 0.7% | 24 |
|
|
2020
Q3 | $3.05M | Sell |
24,543
-843
| -3% | -$105K | 0.49% | 41 |
|
|
2020
Q2 | $2.83M | Sell |
25,386
-1,293
| -5% | -$144K | 0.49% | 47 |
|
|
2020
Q1 | $2.58M | Buy |
26,679
+600
| +2% | +$58K | 0.55% | 40 |
|
|
2019
Q4 | $3.77M | Buy |
26,079
+3,778
| +17% | +$546K | 0.63% | 34 |
|
|
2019
Q3 | $2.91M | Buy |
22,301
+743
| +3% | +$96.8K | 0.54% | 38 |
|
|
2019
Q2 | $3.01M | Buy |
21,558
+990
| +5% | +$138K | 0.61% | 34 |
|
|
2019
Q1 | $2.28M | Buy |
20,568
+492
| +2% | +$54.6K | 0.39% | 49 |
|
|
2018
Q4 | $2.2M | Buy |
20,076
+2,475
| +14% | +$271K | 0.45% | 45 |
|
|
2018
Q3 | $2.06M | Buy |
17,601
+741
| +4% | +$86.6K | 0.35% | 53 |
|
|
2018
Q2 | $1.77M | Buy |
16,860
+5,030
| +43% | +$527K | 0.32% | 61 |
|
|
2018
Q1 | $1.19M | Sell |
11,830
-168
| -1% | -$16.9K | 0.22% | 96 |
|
|
2017
Q4 | $1.29M | Buy |
+11,998
| New | +$1.29M | 0.24% | 86 |
|