Accel Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
3,564
-38
| -1% | -$4.71K | 0.15% | 148 |
|
|
2025
Q1 | $355K | Sell |
3,602
-328
| -8% | -$32.4K | 0.13% | 164 |
|
|
2024
Q4 | $438K | Sell |
3,930
-250
| -6% | -$27.8K | 0.17% | 142 |
|
|
2024
Q3 | $402K | Buy |
4,180
+22
| +0.5% | +$2.12K | 0.15% | 150 |
|
|
2024
Q2 | $413K | Buy |
4,158
+1,036
| +33% | +$103K | 0.17% | 131 |
|
|
2024
Q1 | $382K | Sell |
3,122
-131
| -4% | -$16K | 0.16% | 133 |
|
|
2023
Q4 | $294K | Sell |
3,253
-17
| -0.5% | -$1.54K | 0.15% | 141 |
|
|
2023
Q3 | $265K | Buy |
3,270
+94
| +3% | +$7.62K | 0.15% | 135 |
|
|
2023
Q2 | $284K | Buy |
3,176
+121
| +4% | +$10.8K | 0.16% | 129 |
|
|
2023
Q1 | $306K | Hold |
3,055
| – | – | 0.13% | 163 |
|
|
2022
Q4 | $265K | Sell |
3,055
-757
| -20% | -$65.8K | 0.13% | 131 |
|
|
2022
Q3 | $387K | Hold |
3,812
| – | – | 0.21% | 102 |
|
|
2022
Q2 | $363K | Sell |
3,812
-325
| -8% | -$30.9K | 0.21% | 100 |
|
|
2022
Q1 | $567K | Buy |
4,137
+100
| +2% | +$13.7K | 0.29% | 76 |
|
|
2021
Q4 | $625K | Buy |
4,037
+771
| +24% | +$119K | 0.31% | 67 |
|
|
2021
Q3 | $552K | Sell |
3,266
-251
| -7% | -$42.4K | 0.36% | 64 |
|
|
2021
Q2 | $618K | Buy |
3,517
+186
| +6% | +$32.7K | 0.41% | 58 |
|
|
2021
Q1 | $615K | Sell |
3,331
-73
| -2% | -$13.5K | 0.5% | 45 |
|
|
2020
Q4 | $617K | Buy |
+3,404
| New | +$617K | 0.57% | 38 |
|