SWM
Stockman Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
3,101
-60
| -2% | -$7.44K | 0.05% | 120 |
|
|
2025
Q1 | $312K | Sell |
3,161
-55
| -2% | -$5.43K | 0.05% | 131 |
|
|
2024
Q4 | $358K | Sell |
3,216
-153
| -5% | -$17K | 0.06% | 127 |
|
|
2024
Q3 | $324K | Sell |
3,369
-178
| -5% | -$17.1K | 0.05% | 138 |
|
|
2024
Q2 | $352K | Sell |
3,547
-135
| -4% | -$13.4K | 0.06% | 129 |
|
|
2024
Q1 | $451K | Sell |
3,682
-169
| -4% | -$20.7K | 0.08% | 113 |
|
|
2023
Q4 | $348K | Sell |
3,851
-310
| -7% | -$28K | 0.07% | 126 |
|
|
2023
Q3 | $337K | Buy |
4,161
+94
| +2% | +$7.62K | 0.07% | 127 |
|
|
2023
Q2 | $363K | Sell |
4,067
-747
| -16% | -$66.7K | 0.08% | 128 |
|
|
2023
Q1 | $482K | Sell |
4,814
-2,455
| -34% | -$246K | 0.11% | 106 |
|
|
2022
Q4 | $632K | Sell |
7,269
-522
| -7% | -$45.4K | 0.15% | 94 |
|
|
2022
Q3 | $735K | Sell |
7,791
-1,575
| -17% | -$149K | 0.2% | 71 |
|
|
2022
Q2 | $884K | Buy |
9,366
+969
| +12% | +$91.5K | 0.23% | 64 |
|
|
2022
Q1 | $1.15M | Sell |
8,397
-421
| -5% | -$57.8K | 0.24% | 62 |
|
|
2021
Q4 | $1.37M | Sell |
8,818
-359
| -4% | -$55.6K | 0.28% | 63 |
|
|
2021
Q3 | $1.55M | Buy |
9,177
+113
| +1% | +$19.1K | 0.35% | 58 |
|
|
2021
Q2 | $1.59M | Buy |
9,064
+45
| +0.5% | +$7.91K | 0.38% | 56 |
|
|
2021
Q1 | $1.66M | Sell |
9,019
-681
| -7% | -$126K | 0.46% | 53 |
|
|
2020
Q4 | $1.76M | Buy |
9,700
+265
| +3% | +$48K | 0.54% | 54 |
|
|
2020
Q3 | $1.17M | Hold |
9,435
| – | – | 0.43% | 58 |
|
|
2020
Q2 | $1.05M | Sell |
9,435
-27
| -0.3% | -$3.01K | 0.39% | 58 |
|
|
2020
Q1 | $914K | Sell |
9,462
-113
| -1% | -$10.9K | 0.41% | 59 |
|
|
2019
Q4 | $1.39M | Buy |
9,575
+46
| +0.5% | +$6.65K | 0.49% | 54 |
|
|
2019
Q3 | $1.24M | Sell |
9,529
-7
| -0.1% | -$912 | 0.48% | 54 |
|
|
2019
Q2 | $1.33M | Buy |
9,536
+143
| +2% | +$20K | 0.54% | 53 |
|
|
2019
Q1 | $1.04M | Buy |
9,393
+1
| +0% | +$111 | 0.46% | 56 |
|
|
2018
Q4 | $1.03M | Buy |
9,392
+95
| +1% | +$10.4K | 0.49% | 56 |
|
|
2018
Q3 | $1.09M | Buy |
9,297
+96
| +1% | +$11.2K | 0.47% | 53 |
|
|
2018
Q2 | $964K | Sell |
9,201
-80
| -0.9% | -$8.38K | 0.44% | 55 |
|
|
2018
Q1 | $932K | Buy |
9,281
+359
| +4% | +$36.1K | 0.43% | 60 |
|
|
2017
Q4 | $959K | Sell |
8,922
-21
| -0.2% | -$2.26K | 0.43% | 60 |
|
|
2017
Q3 | $881K | Buy |
8,943
+2,093
| +31% | +$206K | 0.42% | 63 |
|
|
2017
Q2 | $728K | Sell |
6,850
-2,033
| -23% | -$216K | 0.73% | 50 |
|
|
2017
Q1 | $1.01M | Buy |
8,883
+1,439
| +19% | +$163K | 0.57% | 49 |
|
|
2016
Q4 | $776K | Hold |
7,444
| – | – | 0.47% | 53 |
|
|
2016
Q3 | $691K | Buy |
7,444
+1
| +0% | +$93 | 0.43% | 57 |
|
|
2016
Q2 | $728K | Hold |
7,443
| – | – | 0.57% | 49 |
|
|
2016
Q1 | $739K | Sell |
7,443
-23
| -0.3% | -$2.28K | 0.59% | 51 |
|
|
2015
Q4 | $785K | Sell |
7,466
-500
| -6% | -$52.6K | 0.64% | 50 |
|
|
2015
Q3 | $814K | Sell |
7,966
-2,515
| -24% | -$257K | 0.7% | 50 |
|
|
2015
Q2 | $1.2M | Sell |
10,481
-76
| -0.7% | -$8.67K | 1.02% | 47 |
|
|
2015
Q1 | $1.11M | Buy |
10,557
+202
| +2% | +$21.2K | 0.95% | 47 |
|
|
2014
Q4 | $975K | Buy |
+10,355
| New | +$975K | 0.83% | 49 |
|