SWM
Spire Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
27,933
-4,056
| -13% | -$503K | 0.12% | 143 |
|
|
2025
Q1 | $3.16M | Sell |
31,989
-580
| -2% | -$57.2K | 0.1% | 184 |
|
|
2024
Q4 | $3.63M | Buy |
32,569
+156
| +0.5% | +$17.4K | 0.11% | 157 |
|
|
2024
Q3 | $3.12M | Sell |
32,413
-2,727
| -8% | -$262K | 0.11% | 161 |
|
|
2024
Q2 | $3.49M | Sell |
35,140
-10,334
| -23% | -$1.03M | 0.12% | 161 |
|
|
2024
Q1 | $5.56M | Sell |
45,474
-336
| -0.7% | -$41.1K | 0.1% | 144 |
|
|
2023
Q4 | $4.26M | Sell |
45,810
-3,109
| -6% | -$289K | 0.14% | 160 |
|
|
2023
Q3 | $3.96M | Buy |
48,919
+528
| +1% | +$42.8K | 0.15% | 151 |
|
|
2023
Q2 | $4.32M | Sell |
48,391
-3,734
| -7% | -$333K | 0.16% | 125 |
|
|
2023
Q1 | $5.22M | Buy |
52,125
+13,858
| +36% | +$1.39M | 0.2% | 107 |
|
|
2022
Q4 | $3.33M | Sell |
38,267
-1,391
| -4% | -$121K | 0.19% | 118 |
|
|
2022
Q3 | $3.74M | Sell |
39,658
-16,668
| -30% | -$1.57M | 0.23% | 101 |
|
|
2022
Q2 | $5.32M | Sell |
56,326
-11,410
| -17% | -$1.08M | 0.22% | 116 |
|
|
2022
Q1 | $9.36M | Sell |
67,736
-12,527
| -16% | -$1.73M | 0.25% | 112 |
|
|
2021
Q4 | $12.4M | Sell |
80,263
-54,297
| -40% | -$8.42M | 0.28% | 103 |
|
|
2021
Q3 | $22.7M | Buy |
134,560
+5,863
| +5% | +$991K | 0.6% | 34 |
|
|
2021
Q2 | $22.6M | Buy |
128,697
+426
| +0.3% | +$75K | 0.61% | 32 |
|
|
2021
Q1 | $23.6M | Buy |
+128,271
| New | +$23.6M | 0.63% | 31 |
|