TWM
TriaGen Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
29,919
+1,294
| +5% | +$160K | 1.12% | 22 |
|
|
2025
Q1 | $2.83M | Sell |
28,625
-123
| -0.4% | -$12.1K | 1% | 19 |
|
|
2024
Q4 | $3.2M | Buy |
28,748
+515
| +2% | +$57.3K | 1.08% | 17 |
|
|
2024
Q3 | $2.72M | Buy |
28,233
+3,898
| +16% | +$375K | 0.91% | 22 |
|
|
2024
Q2 | $2.42M | Buy |
24,335
+1,615
| +7% | +$160K | 0.93% | 30 |
|
|
2024
Q1 | $2.78M | Buy |
22,720
+10,529
| +86% | +$1.29M | 1.15% | 19 |
|
|
2023
Q4 | $1.1M | Buy |
12,191
+1,788
| +17% | +$161K | 0.52% | 54 |
|
|
2023
Q3 | $843K | Buy |
10,403
+40
| +0.4% | +$3.24K | 0.43% | 61 |
|
|
2023
Q2 | $925K | Hold |
10,363
| – | – | 0.42% | 67 |
|
|
2023
Q1 | $1.04M | Buy |
10,363
+2
| +0% | +$200 | 0.52% | 59 |
|
|
2022
Q4 | $900K | Buy |
10,361
+205
| +2% | +$17.8K | 0.5% | 56 |
|
|
2022
Q3 | $958K | Buy |
10,156
+112
| +1% | +$10.6K | 0.53% | 50 |
|
|
2022
Q2 | $948K | Buy |
10,044
+21
| +0.2% | +$1.98K | 0.67% | 43 |
|
|
2022
Q1 | $1.38M | Hold |
10,023
| – | – | 0.71% | 53 |
|
|
2021
Q4 | $1.55M | Buy |
10,023
+20
| +0.2% | +$3.1K | 0.77% | 51 |
|
|
2021
Q3 | $1.69M | Hold |
10,003
| – | – | 0.92% | 33 |
|
|
2021
Q2 | $1.76M | Buy |
10,003
+35
| +0.4% | +$6.16K | 0.91% | 34 |
|
|
2021
Q1 | $1.84M | Sell |
9,968
-10
| -0.1% | -$1.85K | 1.06% | 29 |
|
|
2020
Q4 | $1.81M | Buy |
+9,978
| New | +$1.81M | 1.06% | 30 |
|