1IA
1620 Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Buy |
6,264
+85
| +1% | +$10.5K | 0.55% | 49 |
|
|
2025
Q1 | $610K | Sell |
6,179
-57
| -0.9% | -$5.63K | 0.47% | 61 |
|
|
2024
Q4 | $694K | Buy |
6,236
+108
| +2% | +$12K | 0.53% | 48 |
|
|
2024
Q3 | $589K | Buy |
6,128
+104
| +2% | +$10K | 0.43% | 72 |
|
|
2024
Q2 | $598K | Buy |
6,024
+752
| +14% | +$74.7K | 0.46% | 57 |
|
|
2024
Q1 | $645K | Buy |
5,272
+35
| +0.7% | +$4.28K | 0.65% | 47 |
|
|
2023
Q4 | $473K | Buy |
5,237
+163
| +3% | +$14.7K | 0.52% | 65 |
|
|
2023
Q3 | $411K | Buy |
5,074
+90
| +2% | +$7.3K | 0.47% | 76 |
|
|
2023
Q2 | $445K | Buy |
4,984
+89
| +2% | +$7.95K | 0.48% | 72 |
|
|
2023
Q1 | $490K | Sell |
4,895
-20
| -0.4% | -$2K | 0.59% | 55 |
|
|
2022
Q4 | $427K | Buy |
4,915
+425
| +9% | +$36.9K | 0.52% | 69 |
|
|
2022
Q3 | $424K | Buy |
4,490
+65
| +1% | +$6.14K | 0.63% | 57 |
|
|
2022
Q2 | $418K | Buy |
4,425
+319
| +8% | +$30.1K | 0.58% | 63 |
|
|
2022
Q1 | $636K | Hold |
4,106
| – | – | 0.69% | 53 |
|
|
2021
Q4 | $636K | Buy |
+4,106
| New | +$636K | 0.71% | 51 |
|