TBWA
Three Bridge Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
21,484
-532
| -2% | -$66.2K | 0.7% | 27 |
|
|
2025
Q1 | $2.17M | Buy |
22,016
+1,216
| +6% | +$120K | 0.76% | 27 |
|
|
2024
Q4 | $2.33M | Sell |
20,800
-1,278
| -6% | -$143K | 0.81% | 26 |
|
|
2024
Q3 | $2.12M | Buy |
22,078
+4,466
| +25% | +$430K | 0.78% | 29 |
|
|
2024
Q2 | $1.75M | Sell |
17,612
-659
| -4% | -$65.4K | 0.69% | 32 |
|
|
2024
Q1 | $2.24M | Buy |
18,271
+9,025
| +98% | +$1.1M | 0.88% | 25 |
|
|
2023
Q4 | $841K | Sell |
9,246
-12,523
| -58% | -$1.14M | 0.29% | 43 |
|
|
2023
Q3 | $1.76M | Buy |
21,769
+3,564
| +20% | +$289K | 0.73% | 25 |
|
|
2023
Q2 | $1.63M | Sell |
18,205
-1,512
| -8% | -$135K | 0.69% | 26 |
|
|
2023
Q1 | $1.97M | Buy |
19,717
+7,356
| +60% | +$737K | 0.91% | 23 |
|
|
2022
Q4 | $1.07M | Sell |
12,361
-7,854
| -39% | -$682K | 0.58% | 34 |
|
|
2022
Q3 | $1.91M | Sell |
20,215
-135
| -0.7% | -$12.7K | 0.97% | 19 |
|
|
2022
Q2 | $1.92M | Buy |
20,350
+5,500
| +37% | +$519K | 0.94% | 20 |
|
|
2022
Q1 | $2.04M | Buy |
+14,850
| New | +$2.04M | 0.57% | 23 |
|