T
Tidemark’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,019
-141
| -12% | -$17.5K | 0.04% | 161 |
|
|
2025
Q1 | $115K | Buy |
1,160
+143
| +14% | +$14.1K | 0.04% | 159 |
|
|
2024
Q4 | $113K | Buy |
1,017
+1
| +0.1% | +$111 | 0.04% | 162 |
|
|
2024
Q3 | $97.7K | Buy |
1,016
+2
| +0.2% | +$192 | 0.04% | 163 |
|
|
2024
Q2 | $101K | Hold |
1,014
| – | – | 0.05% | 152 |
|
|
2024
Q1 | $124K | Sell |
1,014
-219
| -18% | -$26.8K | 0.07% | 150 |
|
|
2023
Q4 | $111K | Buy |
+1,233
| New | +$111K | 0.07% | 150 |
|