Acorn Financial Advisory Services’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,215	Closed	-$252K	–	220
2025 Q4	$252K	Sell	2,215 -245	-10%	-$27K	0.04%	179
2025 Q3	$282K	Sell	2,460 -46	-2%	-$5.42K	0.04%	166
2025 Q2	$311K	Sell	2,506 -515	-17%	-$53.5K	0.05%	152
2025 Q1	$298K	Sell	3,021 -1,645	-35%	-$177K	0.05%	148
2024 Q4	$520K	Buy	4,666 +183	+4%	+$19.2K	0.09%	113
2024 Q3	$431K	Sell	4,483 -354	-7%	-$32.6K	0.08%	123
2024 Q2	$480K	Sell	4,837 -375	-7%	-$40.4K	0.09%	109
2024 Q1	$638K	Sell	5,212 -176	-3%	-$18.4K	0.12%	90
2023 Q4	$487K	Sell	5,388 -484	-8%	-$42.7K	0.09%	141
2023 Q3	$476K	Buy	5,872 +77	+1%	+$6.58K	0.09%	138
2023 Q2	$517K	Sell	5,795 -1,698	-23%	-$161K	0.09%	128
2023 Q1	$750K	Buy	7,493 +36	+0.5%	+$3.63K	0.15%	102
2022 Q4	$648K	Buy	7,457 +204	+3%	+$19.5K	0.14%	101
2022 Q3	$684K	Buy	7,253 +848	+13%	+$90.8K	0.16%	98
2022 Q2	$604K	Sell	6,405 -1,296	-17%	-$144K	0.14%	97
2022 Q1	$1.06M	Buy	7,701 +763	+11%	+$110K	0.21%	75
2021 Q4	$1.07M	Buy	6,938 +67	+1%	+$10.8K	0.22%	72
2021 Q3	$1.16M	Buy	6,871 +2,881	+72%	+$514K	0.36%	70
2021 Q2	$702K	Buy	3,990 +417	+12%	+$75K	0.21%	112
2021 Q1	$663K	Buy	3,573 +40	+1%	+$7.38K	0.24%	100
2020 Q4	$641K	Sell	3,533 -553	-14%	-$79.4K	0.25%	102
2020 Q3	$507K	Buy	4,086 +169	+4%	+$21.1K	0.27%	105
2020 Q2	$437K	Buy	3,917 +987	+34%	+$109K	0.3%	111
2020 Q1	$282K	Sell	2,930 -42	-1%	-$5.31K	0.28%	122
2019 Q4	$429K	Buy	+2,972	New	+$415K	0.36%	96