WAM
WealthTrust Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,169
| Closed | -$865K | – | 68 |
|
|
2022
Q3 | $865K | Sell |
9,169
-201
| -2% | -$19K | 0.91% | 34 |
|
|
2022
Q2 | $885K | Sell |
9,370
-2,544
| -21% | -$240K | 0.84% | 36 |
|
|
2022
Q1 | $1.63M | Buy |
11,914
+1,367
| +13% | +$187K | 1.16% | 29 |
|
|
2021
Q4 | $1.63M | Buy |
+10,547
| New | +$1.63M | 1.09% | 34 |
|