YWM
Yoder Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
2,260
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $223K | Buy |
2,260
+8
| +0.4% | +$790 | 0.13% | 102 |
|
|
2024
Q4 | $251K | Buy |
2,252
+161
| +8% | +$17.9K | 0.14% | 90 |
|
|
2024
Q3 | $201K | Buy |
2,091
+19
| +0.9% | +$1.83K | 0.12% | 110 |
|
|
2024
Q2 | $206K | Buy |
2,072
+6
| +0.3% | +$596 | 0.13% | 101 |
|
|
2024
Q1 | $253K | Buy |
+2,066
| New | +$253K | 0.17% | 87 |
|