SWMG LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+2,004
| New | +$241K | 0.08% | 110 |
|
|
2025
Q1 | – | Sell |
-2,004
| Closed | -$218K | – | 112 |
|
|
2024
Q4 | $218K | Sell |
2,004
-26
| -1% | -$2.83K | 0.09% | 112 |
|
|
2024
Q3 | $209K | Buy |
+2,030
| New | +$209K | 0.09% | 118 |
|
|
2024
Q2 | – | Sell |
-1,999
| Closed | -$245K | – | 98 |
|
|
2024
Q1 | $245K | Buy |
+1,999
| New | +$245K | 0.11% | 90 |
|
|
2023
Q2 | – | Sell |
-2,024
| Closed | -$203K | – | 94 |
|
|
2023
Q1 | $203K | Buy |
+2,024
| New | +$203K | 0.11% | 89 |
|