TIAM2
Tru Independence Asset Management 2’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
7,958
-731
| -8% | -$91K | 0.68% | 38 |
|
|
2025
Q1 | $858K | Sell |
8,689
-192
| -2% | -$19K | 0.64% | 37 |
|
|
2024
Q4 | $993K | Sell |
8,881
-25
| -0.3% | -$2.8K | 0.83% | 30 |
|
|
2024
Q3 | $857K | Buy |
+8,906
| New | +$857K | 0.72% | 28 |
|
|
2023
Q1 | $627K | Buy |
+6,265
| New | +$627K | 0.63% | 34 |
|
|
2022
Q3 | $563K | Buy |
5,971
+373
| +7% | +$35.2K | 0.6% | 26 |
|
|
2022
Q2 | $529K | Sell |
5,598
-82
| -1% | -$7.75K | 0.44% | 33 |
|
|
2022
Q1 | $779K | Buy |
5,680
+639
| +13% | +$87.6K | 0.45% | 35 |
|
|
2021
Q4 | $781K | Buy |
5,041
+2,508
| +99% | +$389K | 0.41% | 45 |
|
|
2021
Q3 | $429K | Sell |
2,533
-1,310
| -34% | -$222K | 0.3% | 62 |
|
|
2021
Q2 | $675K | Sell |
3,843
-2,243
| -37% | -$394K | 0.46% | 46 |
|
|
2021
Q1 | $1.12M | Buy |
6,086
+679
| +13% | +$125K | 0.89% | 29 |
|
|
2020
Q4 | $980K | Buy |
+5,407
| New | +$980K | 0.83% | 29 |
|