AWA
Aaron Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
12,488
+776
| +7% | +$96.2K | 0.16% | 87 |
|
|
2025
Q1 | $1.16M | Buy |
11,712
+122
| +1% | +$12K | 0.13% | 110 |
|
|
2024
Q4 | $1.29M | Buy |
11,590
+602
| +5% | +$67K | 0.15% | 86 |
|
|
2024
Q3 | $1.06M | Buy |
10,988
+947
| +9% | +$91.1K | 0.13% | 114 |
|
|
2024
Q2 | $997K | Buy |
10,041
+633
| +7% | +$62.8K | 0.14% | 97 |
|
|
2024
Q1 | $1.15M | Buy |
9,408
+1,846
| +24% | +$226K | 0.17% | 80 |
|
|
2023
Q4 | $683K | Buy |
7,562
+1,016
| +16% | +$91.7K | 0.11% | 110 |
|
|
2023
Q3 | $531K | Buy |
6,546
+530
| +9% | +$43K | 0.07% | 144 |
|
|
2023
Q2 | $537K | Sell |
6,016
-584
| -9% | -$52.1K | 0.07% | 149 |
|
|
2023
Q1 | $661K | Buy |
6,600
+1,119
| +20% | +$112K | 0.09% | 129 |
|
|
2022
Q4 | $476K | Buy |
5,481
+1,131
| +26% | +$98.3K | 0.07% | 155 |
|
|
2022
Q3 | $410K | Buy |
4,350
+548
| +14% | +$51.7K | 0.08% | 133 |
|
|
2022
Q2 | $358K | Sell |
3,802
-374,348
| -99% | -$35.2M | 0.09% | 130 |
|
|
2022
Q1 | $2.76M | Buy |
378,150
+375,045
| +12,079% | +$2.73M | 0.04% | 191 |
|
|
2021
Q4 | $480K | Buy |
3,105
+509
| +20% | +$78.7K | 0.13% | 102 |
|
|
2021
Q3 | $439K | Sell |
2,596
-17
| -0.7% | -$2.88K | 0.12% | 99 |
|
|
2021
Q2 | $459K | Buy |
2,613
+156
| +6% | +$27.4K | 0.15% | 95 |
|
|
2021
Q1 | $453K | Buy |
2,457
+278
| +13% | +$51.3K | 0.17% | 91 |
|
|
2020
Q4 | $394K | Buy |
+2,179
| New | +$394K | 0.14% | 91 |
|