TF
TLWM Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,601
| Closed | -$953K | – | 74 |
|
|
2024
Q2 | $953K | Sell |
9,601
-207
| -2% | -$20.6K | 0.21% | 44 |
|
|
2024
Q1 | $1.2M | Sell |
9,808
-188
| -2% | -$23K | 0.27% | 31 |
|
|
2023
Q4 | $903K | Buy |
9,996
+132
| +1% | +$11.9K | 0.21% | 40 |
|
|
2023
Q3 | $799K | Buy |
9,864
+166
| +2% | +$13.5K | 0.21% | 44 |
|
|
2023
Q2 | $866K | Buy |
9,698
+85
| +0.9% | +$7.59K | 0.25% | 36 |
|
|
2023
Q1 | $963K | Buy |
9,613
+1,128
| +13% | +$113K | 0.31% | 31 |
|
|
2022
Q4 | $737K | Buy |
+8,485
| New | +$737K | 0.27% | 37 |
|
|
2022
Q3 | – | Sell |
-9,255
| Closed | -$870K | – | 58 |
|
|
2022
Q2 | $870K | Sell |
9,255
-353
| -4% | -$33.2K | 0.33% | 31 |
|
|
2022
Q1 | $1.32M | Buy |
9,608
+425
| +5% | +$58.6K | 0.46% | 22 |
|
|
2021
Q4 | $1.42M | Buy |
9,183
+2,295
| +33% | +$355K | 0.48% | 18 |
|
|
2021
Q3 | $1.16M | Buy |
6,888
+360
| +6% | +$60.7K | 0.44% | 20 |
|
|
2021
Q2 | $1.15M | Buy |
6,528
+49
| +0.8% | +$8.62K | 0.41% | 20 |
|
|
2021
Q1 | $1.19M | Buy |
6,479
+236
| +4% | +$43.4K | 0.45% | 19 |
|
|
2020
Q4 | $1.13M | Buy |
6,243
+1,775
| +40% | +$322K | 0.45% | 18 |
|
|
2020
Q3 | $542K | Buy |
4,468
+179
| +4% | +$21.7K | 0.26% | 40 |
|
|
2020
Q2 | $479K | Sell |
4,289
-6
| -0.1% | -$670 | 0.28% | 39 |
|
|
2020
Q1 | $413K | Buy |
4,295
+242
| +6% | +$23.3K | 0.24% | 40 |
|
|
2019
Q4 | $586K | Sell |
4,053
-45
| -1% | -$6.51K | 0.28% | 35 |
|
|
2019
Q3 | $533K | Sell |
4,098
-193
| -4% | -$25.1K | 0.27% | 33 |
|
|
2019
Q2 | $598K | Sell |
4,291
-1,687
| -28% | -$235K | 0.34% | 26 |
|
|
2019
Q1 | $664K | Sell |
5,978
-285
| -5% | -$31.7K | 0.37% | 25 |
|
|
2018
Q4 | $706K | Buy |
6,263
+325
| +5% | +$36.6K | 0.43% | 21 |
|
|
2018
Q3 | $695K | Sell |
5,938
-410
| -6% | -$48K | 0.4% | 25 |
|
|
2018
Q2 | $669K | Sell |
6,348
-159
| -2% | -$16.8K | 0.42% | 22 |
|
|
2018
Q1 | $656K | Buy |
6,507
+166
| +3% | +$16.7K | 0.44% | 21 |
|
|
2017
Q4 | $682K | Buy |
+6,341
| New | +$682K | 0.53% | 13 |
|