AGA
Accuvest Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,573
| Closed | -$2.74M | – | 66 |
|
|
2024
Q4 | $2.74M | Buy |
24,573
+9,089
| +59% | +$1.01M | 3.83% | 14 |
|
|
2024
Q3 | $1.49M | Buy |
+15,484
| New | +$1.49M | 1.28% | 21 |
|
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$321K | – | 124 |
|
|
2023
Q1 | $321K | Buy |
+3,201
| New | +$321K | 0.15% | 98 |
|
|
2021
Q4 | – | Sell |
-20,147
| Closed | -$3.48M | – | 115 |
|
|
2021
Q3 | $3.48M | Buy |
+20,147
| New | +$3.48M | 1.64% | 22 |
|
|
2019
Q3 | – | Sell |
-7,005
| Closed | -$978K | – | 77 |
|
|
2019
Q2 | $978K | Buy |
+7,005
| New | +$978K | 0.57% | 39 |
|
|
2019
Q1 | – | Sell |
-6,690
| Closed | -$734K | – | 109 |
|
|
2018
Q4 | $734K | Sell |
6,690
-3,605
| -35% | -$396K | 0.38% | 44 |
|
|
2018
Q3 | $1.2M | Buy |
+10,295
| New | +$1.2M | 0.45% | 37 |
|
|
2018
Q1 | – | Sell |
-255
| Closed | -$27K | – | 102 |
|
|
2017
Q4 | $27K | Buy |
+255
| New | +$27K | 0.02% | 61 |
|
|
2017
Q1 | – | Sell |
-2,470
| Closed | -$257K | – | 92 |
|
|
2016
Q4 | $257K | Sell |
2,470
-5,290
| -68% | -$550K | 0.23% | 50 |
|
|
2016
Q3 | $721K | Buy |
7,760
+3,880
| +100% | +$361K | 0.2% | 45 |
|
|
2016
Q2 | $380K | Hold |
3,880
| – | – | 0.23% | 44 |
|
|
2016
Q1 | $385K | Buy |
3,880
+1,410
| +57% | +$140K | 0.19% | 52 |
|
|
2015
Q4 | $260K | Hold |
2,470
| – | – | 0.11% | 58 |
|
|
2015
Q3 | $252K | Buy |
+2,470
| New | +$252K | 0.12% | 57 |
|