WMA
Wealth Management Associates’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
5,304
+409
| +8% | +$50.7K | 0.26% | 79 |
|
|
2025
Q1 | $483K | Buy |
4,895
+5
| +0.1% | +$493 | 0.21% | 96 |
|
|
2024
Q4 | $545K | Sell |
4,890
-211
| -4% | -$23.5K | 0.23% | 80 |
|
|
2024
Q3 | $491K | Buy |
5,101
+305
| +6% | +$29.3K | 0.22% | 91 |
|
|
2024
Q2 | $476K | Hold |
4,796
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $476K | Buy |
4,796
+992
| +26% | +$98.5K | 0.22% | 89 |
|
|
2023
Q4 | $343K | Sell |
3,804
-394
| -9% | -$35.6K | 0.18% | 123 |
|
|
2023
Q3 | $340K | Buy |
4,198
+55
| +1% | +$4.46K | 0.2% | 111 |
|
|
2023
Q2 | $370K | Sell |
4,143
-1,043
| -20% | -$93.1K | 0.21% | 99 |
|
|
2023
Q1 | $519K | Buy |
5,186
+1,038
| +25% | +$104K | 0.32% | 74 |
|
|
2022
Q4 | $360K | Buy |
4,148
+371
| +10% | +$32.2K | 0.24% | 98 |
|
|
2022
Q3 | $356K | Buy |
3,777
+200
| +6% | +$18.9K | 0.25% | 109 |
|
|
2022
Q2 | $338K | Sell |
3,577
-468
| -12% | -$44.2K | 0.23% | 113 |
|
|
2022
Q1 | $555K | Buy |
4,045
+185
| +5% | +$25.4K | 0.31% | 79 |
|
|
2021
Q4 | $598K | Buy |
3,860
+33
| +0.9% | +$5.11K | 0.32% | 83 |
|
|
2021
Q3 | $647K | Sell |
3,827
-15
| -0.4% | -$2.54K | 0.38% | 66 |
|
|
2021
Q2 | $675K | Sell |
3,842
-9
| -0.2% | -$1.58K | 0.38% | 62 |
|
|
2021
Q1 | $711K | Buy |
3,851
+83
| +2% | +$15.3K | 0.45% | 53 |
|
|
2020
Q4 | $683K | Sell |
3,768
-47
| -1% | -$8.52K | 0.45% | 53 |
|
|
2020
Q3 | $473K | Sell |
3,815
-606
| -14% | -$75.2K | 0.37% | 64 |
|
|
2020
Q2 | $493K | Buy |
4,421
+503
| +13% | +$56.1K | 0.42% | 59 |
|
|
2020
Q1 | $378K | Sell |
3,918
-3,597
| -48% | -$347K | 0.38% | 64 |
|
|
2019
Q4 | $1.09M | Buy |
7,515
+2,564
| +52% | +$371K | 0.78% | 31 |
|
|
2019
Q3 | $645K | Buy |
4,951
+1,428
| +41% | +$186K | 0.52% | 46 |
|
|
2019
Q2 | $492K | Buy |
3,523
+647
| +22% | +$90.4K | 0.49% | 46 |
|
|
2019
Q1 | $319K | Buy |
2,876
+601
| +26% | +$66.7K | 0.35% | 67 |
|
|
2018
Q4 | $249K | Buy |
+2,275
| New | +$249K | 0.34% | 70 |
|