1WA
180 Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
4,517
-302
| -6% | -$37.4K | 0.08% | 227 |
|
|
2025
Q1 | $476K | Sell |
4,819
-206
| -4% | -$20.3K | 0.08% | 238 |
|
|
2024
Q4 | $560K | Sell |
5,025
-199
| -4% | -$22.2K | 0.09% | 206 |
|
|
2024
Q3 | $503K | Sell |
5,224
-172
| -3% | -$16.5K | 0.08% | 229 |
|
|
2024
Q2 | $521K | Sell |
5,396
-11,653
| -68% | -$1.13M | 0.09% | 210 |
|
|
2024
Q1 | $2.09M | Buy |
17,049
+1,241
| +8% | +$152K | 0.38% | 73 |
|
|
2023
Q4 | $1.43M | Buy |
15,808
+663
| +4% | +$60.1K | 0.29% | 94 |
|
|
2023
Q3 | $1.23M | Buy |
15,145
+1,549
| +11% | +$126K | 0.28% | 95 |
|
|
2023
Q2 | $1.23M | Buy |
13,596
+881
| +7% | +$79.7K | 0.27% | 96 |
|
|
2023
Q1 | $1.27M | Buy |
12,715
+105
| +0.8% | +$10.5K | 0.3% | 93 |
|
|
2022
Q4 | $1.38M | Sell |
12,610
-636
| -5% | -$69.8K | 0.33% | 89 |
|
|
2022
Q3 | $1.25M | Buy |
13,246
+365
| +3% | +$34.4K | 0.34% | 81 |
|
|
2022
Q2 | $1.24M | Sell |
12,881
-357
| -3% | -$34.3K | 0.32% | 84 |
|
|
2022
Q1 | $1.75M | Buy |
13,238
+467
| +4% | +$61.6K | 0.38% | 75 |
|
|
2021
Q4 | $1.75M | Buy |
12,771
+394
| +3% | +$54.1K | 0.39% | 73 |
|
|
2021
Q3 | $2.18M | Buy |
12,377
+447
| +4% | +$78.9K | 0.48% | 55 |
|
|
2021
Q2 | $2.11M | Buy |
11,930
+56
| +0.5% | +$9.91K | 0.48% | 56 |
|
|
2021
Q1 | $2.05M | Sell |
11,874
-118
| -1% | -$20.3K | 0.51% | 53 |
|
|
2020
Q4 | $2.07M | Buy |
11,992
+104
| +0.9% | +$17.9K | 0.6% | 40 |
|
|
2020
Q3 | $1.49M | Buy |
11,888
+204
| +2% | +$25.5K | 0.56% | 45 |
|
|
2020
Q2 | $1.39M | Sell |
11,684
-260
| -2% | -$30.8K | 0.55% | 46 |
|
|
2020
Q1 | $1.16M | Buy |
11,944
+1,667
| +16% | +$162K | 0.6% | 40 |
|
|
2019
Q4 | $1.48M | Buy |
10,277
+930
| +10% | +$134K | 0.59% | 37 |
|
|
2019
Q3 | $1.22M | Buy |
9,347
+717
| +8% | +$93.2K | 0.54% | 48 |
|
|
2019
Q2 | $1.22M | Sell |
8,630
-199
| -2% | -$28.2K | 0.55% | 47 |
|
|
2019
Q1 | $1.18M | Buy |
8,829
+721
| +9% | +$96.2K | 0.53% | 49 |
|
|
2018
Q4 | $948K | Hold |
8,108
| – | – | 0.44% | 62 |
|
|
2018
Q3 | $948K | Buy |
8,108
+616
| +8% | +$72K | 0.44% | 62 |
|
|
2018
Q2 | $785K | Buy |
7,492
+1,121
| +18% | +$117K | 0.39% | 79 |
|
|
2018
Q1 | $640K | Sell |
6,371
-377
| -6% | -$37.9K | 0.33% | 94 |
|
|
2017
Q4 | $725K | Buy |
+6,748
| New | +$725K | 0.37% | 83 |
|