SSWM
Sheets Smith Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
3,760
-95
| -2% | -$11.8K | 0.05% | 292 |
|
|
2025
Q1 | $381K | Sell |
3,855
-7,989
| -67% | -$789K | 0.05% | 281 |
|
|
2024
Q4 | $1.32M | Buy |
11,844
+55
| +0.5% | +$6.12K | 0.16% | 126 |
|
|
2024
Q3 | $1.13M | Sell |
11,789
-2,891
| -20% | -$278K | 0.14% | 143 |
|
|
2024
Q2 | $1.46M | Buy |
14,680
+170
| +1% | +$16.9K | 0.17% | 123 |
|
|
2024
Q1 | $1.78M | Buy |
14,510
+8,242
| +131% | +$1.01M | 0.2% | 111 |
|
|
2023
Q4 | $566K | Sell |
6,268
-290
| -4% | -$26.2K | 0.08% | 198 |
|
|
2023
Q3 | $532K | Sell |
6,558
-107
| -2% | -$8.67K | 0.08% | 194 |
|
|
2023
Q2 | $595K | Buy |
6,665
+54
| +0.8% | +$4.82K | 0.09% | 191 |
|
|
2023
Q1 | $662K | Buy |
6,611
+47
| +0.7% | +$4.71K | 0.1% | 174 |
|
|
2022
Q4 | $570K | Sell |
6,564
-226
| -3% | -$19.6K | 0.09% | 182 |
|
|
2022
Q3 | $641K | Buy |
6,790
+125
| +2% | +$11.8K | 0.11% | 158 |
|
|
2022
Q2 | $629K | Sell |
6,665
-104
| -2% | -$9.82K | 0.1% | 161 |
|
|
2022
Q1 | $928K | Buy |
6,769
+40
| +0.6% | +$5.48K | 0.13% | 149 |
|
|
2021
Q4 | $1.04M | Hold |
6,729
| – | – | 0.13% | 148 |
|
|
2021
Q3 | $1.14M | Sell |
6,729
-100
| -1% | -$16.9K | 0.15% | 136 |
|
|
2021
Q2 | $1.2M | Buy |
6,829
+43
| +0.6% | +$7.56K | 0.16% | 136 |
|
|
2021
Q1 | $1.25M | Buy |
6,786
+50
| +0.7% | +$9.23K | 0.18% | 123 |
|
|
2020
Q4 | $1.22M | Sell |
6,736
-159
| -2% | -$28.8K | 0.18% | 120 |
|
|
2020
Q3 | $855K | Buy |
6,895
+357
| +5% | +$44.3K | 0.15% | 128 |
|
|
2020
Q2 | $729K | Sell |
6,538
-3,982
| -38% | -$444K | 0.15% | 129 |
|
|
2020
Q1 | $1.02M | Sell |
10,520
-4,674
| -31% | -$451K | 0.21% | 107 |
|
|
2019
Q4 | $2.19M | Buy |
15,194
+8,358
| +122% | +$1.2M | 0.42% | 63 |
|
|
2019
Q3 | $891K | Buy |
6,836
+20
| +0.3% | +$2.61K | 0.18% | 132 |
|
|
2019
Q2 | $952K | Sell |
6,816
-203
| -3% | -$28.4K | 0.2% | 128 |
|
|
2019
Q1 | $779K | Buy |
7,019
+15
| +0.2% | +$1.67K | 0.17% | 142 |
|
|
2018
Q4 | $768K | Buy |
7,004
+250
| +4% | +$27.4K | 0.21% | 127 |
|
|
2018
Q3 | $790K | Sell |
6,754
-76
| -1% | -$8.89K | 0.16% | 159 |
|
|
2018
Q2 | $716K | Buy |
6,830
+147
| +2% | +$15.4K | 0.17% | 146 |
|
|
2018
Q1 | $671K | Sell |
6,683
-559
| -8% | -$56.1K | 0.16% | 156 |
|
|
2017
Q4 | $779K | Sell |
7,242
-492
| -6% | -$52.9K | 0.18% | 143 |
|
|
2017
Q3 | $762K | Sell |
7,734
-10,133
| -57% | -$998K | 0.19% | 142 |
|
|
2017
Q2 | $1.9M | Sell |
17,867
-725
| -4% | -$77K | 0.5% | 58 |
|
|
2017
Q1 | $2.11M | Buy |
18,592
+1,107
| +6% | +$126K | 0.56% | 50 |
|
|
2016
Q4 | $1.82M | Sell |
17,485
-4,867
| -22% | -$507K | 0.51% | 58 |
|
|
2016
Q3 | $2.08M | Buy |
22,352
+5,752
| +35% | +$534K | 0.59% | 49 |
|
|
2016
Q2 | $1.62M | Buy |
16,600
+278
| +2% | +$27.2K | 0.47% | 63 |
|
|
2016
Q1 | $1.62M | Buy |
16,322
+627
| +4% | +$62.3K | 0.5% | 60 |
|
|
2015
Q4 | $1.65M | Buy |
+15,695
| New | +$1.65M | 0.5% | 57 |
|
|
2015
Q3 | – | Sell |
-11,559
| Closed | -$1.32M | – | 218 |
|
|
2015
Q2 | $1.32M | Buy |
11,559
+161
| +1% | +$18.4K | 0.36% | 82 |
|
|
2015
Q1 | $1.2M | Buy |
+11,398
| New | +$1.2M | 0.33% | 90 |
|