Ledge Wealth Management, Inc.
- SEC CIK
- 0001927042
- Latest filing
- Jan 24, 2024
DIS holding history
Walt Disney Co in every 13F filed by Ledge Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DIS overviewAll 13F holders of DISFull Q4 2023 holdings
- Shares (Q4 2023)
- 25,163
- Value
- $2.27M
- % of portfolio
- 0.9%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 25,163 | $2.27M | 0.9% | +1,418+6.0% | Added | Holders |
| Q3 2023 | 23,745 | $1.92M | 0.9% | +4,388+22.7% | Added | Holders |
| Q2 2023 | 19,357 | $1.73M | 0.8% | −2,295−10.6% | Reduced | Holders |
| Q1 2023 | 21,652 | $2.17M | 1.0% | +2,476+12.9% | Added | Holders |
| Q4 2022 | 19,176 | $1.67M | 0.8% | +3,519+22.5% | Added | Holders |
| Q3 2022 | 15,657 | $1.48M | 0.9% | −1,721−9.9% | Reduced | Holders |
| Q2 2022 | 17,378 | $1.64M | 1.0% | +6,239+56.0% | Added | Holders |
| Q1 2022 | 11,139 | $1.53M | 1.0% | – | No prior filing | Holders |