SWAG
Spectrum Wealth Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
6,057
-1,804
| -23% | -$224K | 0.35% | 27 |
|
|
2025
Q1 | $776K | Sell |
7,861
-50
| -0.6% | -$4.94K | 0.37% | 25 |
|
|
2024
Q4 | $881K | Buy |
7,911
+70
| +0.9% | +$7.8K | 0.42% | 26 |
|
|
2024
Q3 | $754K | Sell |
7,841
-205
| -3% | -$19.7K | 0.42% | 24 |
|
|
2024
Q2 | $799K | Buy |
8,046
+101
| +1% | +$10K | 0.85% | 14 |
|
|
2024
Q1 | $972K | Sell |
7,945
-5
| -0.1% | -$612 | 1.12% | 13 |
|
|
2023
Q4 | $718K | Hold |
7,950
| – | – | 0.89% | 15 |
|
|
2023
Q3 | $644K | Buy |
7,950
+152
| +2% | +$12.3K | 0.89% | 14 |
|
|
2023
Q2 | $696K | Buy |
7,798
+3,184
| +69% | +$284K | 0.92% | 15 |
|
|
2023
Q1 | $462K | Sell |
4,614
-3,225
| -41% | -$323K | 0.62% | 21 |
|
|
2022
Q4 | $681K | Sell |
7,839
-52
| -0.7% | -$4.52K | 0.95% | 17 |
|
|
2022
Q3 | $744K | Buy |
+7,891
| New | +$744K | 0.93% | 20 |
|
|
2022
Q2 | – | Sell |
-1,882
| Closed | -$258K | – | 44 |
|
|
2022
Q1 | $258K | Buy |
+1,882
| New | +$258K | 0.25% | 42 |
|
|
2021
Q2 | – | Sell |
-1,083
| Closed | -$200K | – | 45 |
|
|
2021
Q1 | $200K | Sell |
1,083
-91
| -8% | -$16.8K | 0.19% | 38 |
|
|
2020
Q4 | $213K | Sell |
1,174
-1,155
| -50% | -$210K | 0.24% | 34 |
|
|
2020
Q3 | $288K | Buy |
+2,329
| New | +$288K | 0.18% | 37 |
|