TCWA
Turtle Creek Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
+5,191
| New | +$644K | 0.08% | 150 |
|
|
2024
Q4 | – | Sell |
-2,374
| Closed | -$228K | – | 99 |
|
|
2024
Q3 | $228K | Sell |
2,374
-92
| -4% | -$8.85K | 0.05% | 164 |
|
|
2024
Q2 | $245K | Buy |
2,466
+15
| +0.6% | +$1.49K | 0.06% | 139 |
|
|
2024
Q1 | $300K | Buy |
2,451
+576
| +31% | +$70.5K | 0.07% | 116 |
|
|
2023
Q4 | $169K | Buy |
+1,875
| New | +$169K | 0.05% | 160 |
|