TMWM
Taylor & Morgan Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,590
| Closed | -$249K | – | 75 |
|
|
2024
Q3 | $249K | Buy |
2,590
+342
| +15% | +$32.9K | 0.17% | 60 |
|
|
2024
Q2 | $223K | Sell |
2,248
-1,231
| -35% | -$122K | 0.16% | 57 |
|
|
2024
Q1 | $426K | Sell |
3,479
-174
| -5% | -$21.3K | 0.31% | 43 |
|
|
2023
Q4 | $330K | Sell |
3,653
-231
| -6% | -$20.9K | 0.26% | 46 |
|
|
2023
Q3 | $315K | Sell |
3,884
-285
| -7% | -$23.1K | 0.28% | 45 |
|
|
2023
Q2 | $372K | Buy |
4,169
+202
| +5% | +$18K | 0.31% | 45 |
|
|
2023
Q1 | $397K | Sell |
3,967
-255
| -6% | -$25.5K | 0.35% | 48 |
|
|
2022
Q4 | $367K | Sell |
4,222
-700
| -14% | -$60.8K | 0.35% | 47 |
|
|
2022
Q3 | $464K | Sell |
4,922
-464
| -9% | -$43.7K | 0.46% | 44 |
|
|
2022
Q2 | $508K | Buy |
5,386
+265
| +5% | +$25K | 0.48% | 44 |
|
|
2022
Q1 | $702K | Buy |
5,121
+3,403
| +198% | +$466K | 0.57% | 39 |
|
|
2021
Q4 | $266K | Buy |
+1,718
| New | +$266K | 0.22% | 54 |
|