SWM
SilverOak Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+2,243
| New | +$278K | 0.05% | 96 |
|
|
2025
Q1 | – | Sell |
-1,961
| Closed | -$218K | – | 99 |
|
|
2024
Q4 | $218K | Buy |
+1,961
| New | +$218K | 0.05% | 90 |
|
|
2024
Q2 | – | Sell |
-1,856
| Closed | -$227K | – | 97 |
|
|
2024
Q1 | $227K | Buy |
+1,856
| New | +$227K | 0.06% | 91 |
|