XWM
Xcel Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
42,555
+446
| +1% | +$55.3K | 1.5% | 17 |
|
|
2025
Q1 | $4.16M | Buy |
42,109
+6,397
| +18% | +$631K | 1.3% | 23 |
|
|
2024
Q4 | $3.98M | Buy |
35,712
+6,027
| +20% | +$671K | 1.1% | 26 |
|
|
2024
Q3 | $2.86M | Buy |
29,685
+8,511
| +40% | +$819K | 0.84% | 31 |
|
|
2024
Q2 | $2.1M | Sell |
21,174
-198
| -0.9% | -$19.7K | 0.66% | 39 |
|
|
2024
Q1 | $2.62M | Sell |
21,372
-3,500
| -14% | -$428K | 0.82% | 31 |
|
|
2023
Q4 | $2.25M | Sell |
24,872
-1,729
| -6% | -$156K | 0.79% | 33 |
|
|
2023
Q3 | $2.16M | Sell |
26,601
-4,069
| -13% | -$330K | 0.85% | 31 |
|
|
2023
Q2 | $2.74M | Buy |
30,670
+5,901
| +24% | +$527K | 0.87% | 31 |
|
|
2023
Q1 | $2.48M | Sell |
24,769
-328
| -1% | -$32.8K | 0.87% | 32 |
|
|
2022
Q4 | $2.18M | Sell |
25,097
-12,762
| -34% | -$1.11M | 0.86% | 35 |
|
|
2022
Q3 | $3.57M | Sell |
37,859
-1,298
| -3% | -$122K | 1.33% | 24 |
|
|
2022
Q2 | $3.7M | Buy |
39,157
+9,896
| +34% | +$934K | 1.35% | 22 |
|
|
2022
Q1 | $4.01M | Buy |
29,261
+6,530
| +29% | +$896K | 1.1% | 27 |
|
|
2021
Q4 | $3.52M | Buy |
22,731
+9,395
| +70% | +$1.46M | 0.91% | 33 |
|
|
2021
Q3 | $2.26M | Buy |
13,336
+2,420
| +22% | +$409K | 0.65% | 46 |
|
|
2021
Q2 | $1.92M | Buy |
10,916
+3,416
| +46% | +$601K | 0.58% | 48 |
|
|
2021
Q1 | $1.38M | Buy |
7,500
+427
| +6% | +$78.8K | 0.49% | 48 |
|
|
2020
Q4 | $1.28M | Sell |
7,073
-1
| -0% | -$181 | 0.55% | 44 |
|
|
2020
Q3 | $877K | Sell |
7,074
-1,650
| -19% | -$205K | 0.45% | 50 |
|
|
2020
Q2 | $972K | Sell |
8,724
-18,566
| -68% | -$2.07M | 0.6% | 40 |
|
|
2020
Q1 | $2.64M | Buy |
27,290
+1,925
| +8% | +$186K | 2.38% | 14 |
|
|
2019
Q4 | $3.67M | Buy |
25,365
+347
| +1% | +$50.2K | 3.05% | 12 |
|
|
2019
Q3 | $3.26M | Sell |
25,018
-318
| -1% | -$41.4K | 3.02% | 12 |
|
|
2019
Q2 | $3.54M | Buy |
25,336
+3,437
| +16% | +$480K | 3.47% | 9 |
|
|
2019
Q1 | $2.43M | Buy |
21,899
+4,416
| +25% | +$490K | 2.51% | 13 |
|
|
2018
Q4 | $1.92M | Buy |
+17,483
| New | +$1.92M | 2.34% | 14 |
|