TLA
Tanglewood Legacy Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
2,514
| – | – | 0.13% | 79 |
|
|
2025
Q1 | $248K | Hold |
2,514
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $280K | Hold |
2,514
| – | – | 0.12% | 79 |
|
|
2024
Q3 | $242K | Hold |
2,514
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $250K | Hold |
2,514
| – | – | 0.12% | 76 |
|
|
2024
Q1 | $308K | Hold |
2,514
| – | – | 0.15% | 69 |
|
|
2023
Q4 | $227K | Hold |
2,514
| – | – | 0.12% | 77 |
|
|
2023
Q3 | $204K | Hold |
2,514
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $224K | Hold |
2,514
| – | – | 0.13% | 77 |
|
|
2023
Q1 | $252K | Hold |
2,514
| – | – | 0.16% | 65 |
|
|
2022
Q4 | $218K | Buy |
+2,514
| New | +$218K | 0.16% | 53 |
|