TCPWM
Traverso Chambers Private Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $216K | Sell |
2,392
-208
| -8% | -$18.8K | 0.05% | 115 |
|
|
2023
Q3 | $211K | Buy |
2,600
+83
| +3% | +$6.73K | 0.06% | 111 |
|
|
2023
Q2 | $225K | Buy |
2,517
+15
| +0.6% | +$1.34K | 0.06% | 105 |
|
|
2023
Q1 | $251K | Buy |
2,502
+134
| +6% | +$13.4K | 0.07% | 101 |
|
|
2022
Q4 | $206K | Buy |
2,368
+21
| +0.9% | +$1.82K | 0.06% | 105 |
|
|
2022
Q3 | $221K | Sell |
2,347
-2
| -0.1% | -$188 | 0.07% | 104 |
|
|
2022
Q2 | $222K | Sell |
2,349
-218
| -8% | -$20.6K | 0.07% | 101 |
|
|
2022
Q1 | $352K | Buy |
2,567
+35
| +1% | +$4.8K | 0.11% | 85 |
|
|
2021
Q4 | $392K | Buy |
2,532
+150
| +6% | +$23.2K | 0.12% | 79 |
|
|
2021
Q3 | $403K | Buy |
2,382
+25
| +1% | +$4.23K | 0.13% | 76 |
|
|
2021
Q2 | $414K | Buy |
2,357
+179
| +8% | +$31.4K | 0.13% | 77 |
|
|
2021
Q1 | $402K | Buy |
2,178
+15
| +0.7% | +$2.77K | 0.14% | 75 |
|
|
2020
Q4 | $392K | Sell |
2,163
-50
| -2% | -$9.06K | 0.14% | 74 |
|
|
2020
Q3 | $275K | Buy |
2,213
+50
| +2% | +$6.21K | 0.11% | 83 |
|
|
2020
Q2 | $241K | Buy |
2,163
+65
| +3% | +$7.24K | 0.1% | 86 |
|
|
2020
Q1 | $203K | Buy |
2,098
+265
| +14% | +$25.6K | 0.1% | 89 |
|
|
2019
Q4 | $265K | Sell |
1,833
-32
| -2% | -$4.63K | 0.11% | 87 |
|
|
2019
Q3 | $243K | Sell |
1,865
-40
| -2% | -$5.21K | 0.12% | 90 |
|
|
2019
Q2 | $272K | Hold |
1,905
| – | – | 0.13% | 82 |
|
|
2019
Q1 | $212K | Buy |
1,905
+70
| +4% | +$7.79K | 0.1% | 93 |
|
|
2018
Q4 | $201K | Buy |
+1,835
| New | +$201K | 0.11% | 90 |
|