WDG
Wealth Dimensions Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
6,033
+150
| +3% | +$18.6K | 0.16% | 76 |
|
|
2025
Q1 | $581K | Sell |
5,883
-171
| -3% | -$16.9K | 0.14% | 90 |
|
|
2024
Q4 | $674K | Buy |
6,054
+612
| +11% | +$68.1K | 0.17% | 73 |
|
|
2024
Q3 | $523K | Buy |
5,442
+73
| +1% | +$7.02K | 0.13% | 81 |
|
|
2024
Q2 | $533K | Buy |
5,369
+457
| +9% | +$45.4K | 0.15% | 77 |
|
|
2024
Q1 | $601K | Sell |
4,912
-489
| -9% | -$59.8K | 0.18% | 70 |
|
|
2023
Q4 | $488K | Sell |
5,401
-159
| -3% | -$14.4K | 0.15% | 75 |
|
|
2023
Q3 | $451K | Sell |
5,560
-6
| -0.1% | -$486 | 0.16% | 79 |
|
|
2023
Q2 | $497K | Buy |
5,566
+795
| +17% | +$71K | 0.18% | 77 |
|
|
2023
Q1 | $478K | Buy |
4,771
+287
| +6% | +$28.7K | 0.18% | 75 |
|
|
2022
Q4 | $390K | Sell |
4,484
-552
| -11% | -$48K | 0.16% | 90 |
|
|
2022
Q3 | $475K | Buy |
5,036
+143
| +3% | +$13.5K | 0.24% | 57 |
|
|
2022
Q2 | $462K | Buy |
4,893
+396
| +9% | +$37.4K | 0.22% | 69 |
|
|
2022
Q1 | $617K | Sell |
4,497
-114
| -2% | -$15.6K | 0.29% | 58 |
|
|
2021
Q4 | $714K | Buy |
4,611
+673
| +17% | +$104K | 0.35% | 48 |
|
|
2021
Q3 | $666K | Buy |
3,938
+363
| +10% | +$61.4K | 0.43% | 45 |
|
|
2021
Q2 | $628K | Buy |
3,575
+125
| +4% | +$22K | 0.43% | 47 |
|
|
2021
Q1 | $637K | Buy |
3,450
+432
| +14% | +$79.8K | 0.49% | 40 |
|
|
2020
Q4 | $547K | Buy |
+3,018
| New | +$547K | 0.47% | 38 |
|