TVWM
Tower View Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
1,442
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $142K | Buy |
1,442
+7
| +0.5% | +$691 | 0.08% | 56 |
|
|
2024
Q4 | $160K | Hold |
1,435
| – | – | 0.08% | 59 |
|
|
2024
Q3 | $138K | Hold |
1,435
| – | – | 0.08% | 63 |
|
|
2024
Q2 | $142K | Hold |
1,435
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $176K | Hold |
1,435
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $130K | Hold |
1,435
| – | – | 0.08% | 61 |
|
|
2023
Q3 | $116K | Buy |
+1,435
| New | +$116K | 0.08% | 63 |
|
|
2022
Q2 | – | Sell |
-8,178
| Closed | -$1.12M | – | 180 |
|
|
2022
Q1 | $1.12M | Sell |
8,178
-12,914
| -61% | -$1.77M | 0.6% | 50 |
|
|
2021
Q4 | $3.27M | Buy |
21,092
+291
| +1% | +$45.1K | 1.66% | 27 |
|
|
2021
Q3 | $3.52M | Buy |
20,801
+56
| +0.3% | +$9.47K | 1.95% | 21 |
|
|
2021
Q2 | $3.65M | Sell |
20,745
-68
| -0.3% | -$12K | 1.85% | 22 |
|
|
2021
Q1 | $3.84M | Buy |
20,813
+31
| +0.1% | +$5.72K | 2.1% | 17 |
|
|
2020
Q4 | $3.77M | Sell |
20,782
-25
| -0.1% | -$4.53K | 2.14% | 19 |
|
|
2020
Q3 | $2.58M | Buy |
20,807
+75
| +0.4% | +$9.31K | 1.68% | 28 |
|
|
2020
Q2 | $2.31M | Buy |
20,732
+927
| +5% | +$103K | 1.69% | 29 |
|
|
2020
Q1 | $1.91M | Buy |
19,805
+19,745
| +32,908% | +$1.91M | 1.73% | 27 |
|
|
2019
Q4 | $9K | Hold |
60
| – | – | 0.01% | 117 |
|
|
2019
Q3 | $8K | Buy |
+60
| New | +$8K | 0.01% | 114 |
|
|
2019
Q1 | – | Sell |
-1,234
| Closed | -$135K | – | 143 |
|
|
2018
Q4 | $135K | Hold |
1,234
| – | – | 0.14% | 59 |
|
|
2018
Q3 | $144K | Sell |
1,234
-143
| -10% | -$16.7K | 0.13% | 70 |
|
|
2018
Q2 | $144K | Sell |
1,377
-145
| -10% | -$15.2K | 0.14% | 68 |
|
|
2018
Q1 | $153K | Sell |
1,522
-1,534
| -50% | -$154K | 0.15% | 69 |
|
|
2017
Q4 | $329K | Buy |
+3,056
| New | +$329K | 0.3% | 62 |
|