SP
SWS Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
15,977
+983
| +7% | +$122K | 0.53% | 67 |
|
|
2025
Q1 | $1.48M | Sell |
14,994
-3
| -0% | -$296 | 0.49% | 77 |
|
|
2024
Q4 | $1.68M | Buy |
14,997
+156
| +1% | +$17.4K | 0.51% | 74 |
|
|
2024
Q3 | $1.43M | Sell |
14,841
-1,518
| -9% | -$146K | 0.45% | 81 |
|
|
2024
Q2 | $1.63M | Buy |
16,359
+1,592
| +11% | +$159K | 0.49% | 76 |
|
|
2024
Q1 | $1.81M | Buy |
+14,767
| New | +$1.81M | 0.54% | 74 |
|
|
2021
Q4 | – | Sell |
-1,292
| Closed | -$219K | – | 80 |
|
|
2021
Q3 | $219K | Buy |
+1,292
| New | +$219K | 0.14% | 80 |
|
|
2021
Q2 | – | Sell |
-1,292
| Closed | -$238K | – | 79 |
|
|
2021
Q1 | $238K | Buy |
+1,292
| New | +$238K | 0.16% | 79 |
|
|
2018
Q2 | – | Sell |
-98
| Closed | -$10K | – | 155 |
|
|
2018
Q1 | $10K | Hold |
98
| – | – | 0.01% | 258 |
|
|
2017
Q4 | $11K | Buy |
+98
| New | +$11K | 0.01% | 259 |
|