WAM
Walker Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,819
| Closed | -$203K | – | 140 |
|
|
2024
Q4 | $203K | Buy |
+1,819
| New | +$203K | 0.12% | 131 |
|
|
2024
Q2 | – | Sell |
-2,711
| Closed | -$332K | – | 137 |
|
|
2024
Q1 | $332K | Buy |
2,711
+4
| +0.1% | +$489 | 0.22% | 91 |
|
|
2023
Q4 | $244K | Buy |
+2,707
| New | +$244K | 0.18% | 111 |
|
|
2023
Q2 | – | Sell |
-2,213
| Closed | -$222K | – | 98 |
|
|
2023
Q1 | $222K | Buy |
+2,213
| New | +$222K | 0.19% | 83 |
|
|
2022
Q2 | – | Sell |
-1,762
| Closed | -$242K | – | 94 |
|
|
2022
Q1 | $242K | Sell |
1,762
-158
| -8% | -$21.7K | 0.19% | 83 |
|
|
2021
Q4 | $297K | Buy |
+1,920
| New | +$297K | 0.26% | 57 |
|