WAM
WFA Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
166
| – | – | 0.01% | 146 |
|
|
2025
Q1 | $20.4K | Buy |
166
+59
| +55% | +$7.24K | 0.01% | 158 |
|
|
2024
Q4 | $11.9K | Hold |
107
| – | – | 0.01% | 174 |
|
|
2024
Q3 | $10.3K | Sell |
107
-59
| -36% | -$5.67K | 0.01% | 161 |
|
|
2024
Q2 | $16.5K | Hold |
166
| – | – | 0.01% | 147 |
|
|
2024
Q1 | $20.4K | Buy |
166
+60
| +57% | +$7.36K | 0.01% | 159 |
|
|
2023
Q4 | $9.57K | Sell |
106
-200
| -65% | -$18.1K | 0.01% | 176 |
|
|
2023
Q3 | $24.8K | Hold |
306
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $27.3K | Sell |
306
-115
| -27% | -$10.3K | 0.02% | 128 |
|
|
2023
Q1 | $42.2K | Sell |
421
-172
| -29% | -$17.2K | 0.03% | 105 |
|
|
2022
Q4 | $51.5K | Hold |
593
| – | – | 0.03% | 89 |
|
|
2022
Q3 | $55.9K | Hold |
593
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $56K | Buy |
593
+38
| +7% | +$3.59K | 0.04% | 87 |
|
|
2022
Q1 | $76.1K | Buy |
555
+62
| +13% | +$8.51K | 0.05% | 80 |
|
|
2021
Q4 | $76.4K | Buy |
+493
| New | +$76.4K | 0.05% | 78 |
|