TPWM
Twelve Points Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
3,923
+17
| +0.4% | +$2.11K | 0.13% | 134 |
|
|
2025
Q1 | $386K | Buy |
3,906
+132
| +3% | +$13K | 0.1% | 131 |
|
|
2024
Q4 | $420K | Sell |
3,774
-490
| -11% | -$54.6K | 0.12% | 129 |
|
|
2024
Q3 | $410K | Buy |
4,264
+133
| +3% | +$12.8K | 0.13% | 135 |
|
|
2024
Q2 | $410K | Sell |
4,131
-4
| -0.1% | -$397 | 0.14% | 132 |
|
|
2024
Q1 | $506K | Sell |
4,135
-363
| -8% | -$44.4K | 0.19% | 112 |
|
|
2023
Q4 | $406K | Sell |
4,498
-1,216
| -21% | -$110K | 0.19% | 124 |
|
|
2023
Q3 | $463K | Buy |
5,714
+327
| +6% | +$26.5K | 0.23% | 119 |
|
|
2023
Q2 | $481K | Buy |
5,387
+165
| +3% | +$14.7K | 0.26% | 113 |
|
|
2023
Q1 | $523K | Buy |
5,222
+152
| +3% | +$15.2K | 0.3% | 96 |
|
|
2022
Q4 | $440K | Buy |
5,070
+124
| +3% | +$10.8K | 0.3% | 102 |
|
|
2022
Q3 | $467K | Buy |
4,946
+9
| +0.2% | +$850 | 0.36% | 92 |
|
|
2022
Q2 | $466K | Sell |
4,937
-1,791
| -27% | -$169K | 0.36% | 97 |
|
|
2022
Q1 | $923K | Sell |
6,728
-72
| -1% | -$9.88K | 0.69% | 39 |
|
|
2021
Q4 | $1.05M | Buy |
+6,800
| New | +$1.05M | 0.85% | 35 |
|