SWM
Seed Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
2,996
-155
| -5% | -$19.2K | 0.28% | 90 |
|
|
2025
Q1 | $311K | Hold |
3,151
| – | – | 0.25% | 100 |
|
|
2024
Q4 | $351K | Sell |
3,151
-300
| -9% | -$33.4K | 0.28% | 90 |
|
|
2024
Q3 | $332K | Sell |
3,451
-5
| -0.1% | -$481 | 0.27% | 96 |
|
|
2024
Q2 | $343K | Buy |
3,456
+300
| +10% | +$29.8K | 0.3% | 88 |
|
|
2024
Q1 | $384K | Sell |
3,156
-30
| -0.9% | -$3.65K | 0.37% | 71 |
|
|
2023
Q4 | $289K | Hold |
3,186
| – | – | 0.29% | 89 |
|
|
2023
Q3 | $258K | Hold |
3,186
| – | – | 0.29% | 96 |
|
|
2023
Q2 | $284K | Hold |
3,186
| – | – | 0.3% | 87 |
|
|
2023
Q1 | $319K | Buy |
3,186
+130
| +4% | +$13K | 0.36% | 70 |
|
|
2022
Q4 | $266K | Buy |
+3,056
| New | +$266K | 0.3% | 81 |
|