AFAS
Acorn Financial Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
2,506
-515
| -17% | -$63.9K | 0.05% | 152 |
|
|
2025
Q1 | $298K | Sell |
3,021
-1,645
| -35% | -$162K | 0.05% | 148 |
|
|
2024
Q4 | $520K | Buy |
4,666
+183
| +4% | +$20.4K | 0.09% | 113 |
|
|
2024
Q3 | $431K | Sell |
4,483
-354
| -7% | -$34.1K | 0.08% | 123 |
|
|
2024
Q2 | $480K | Sell |
4,837
-375
| -7% | -$37.2K | 0.09% | 109 |
|
|
2024
Q1 | $638K | Sell |
5,212
-176
| -3% | -$21.5K | 0.12% | 90 |
|
|
2023
Q4 | $487K | Sell |
5,388
-484
| -8% | -$43.7K | 0.09% | 141 |
|
|
2023
Q3 | $476K | Buy |
5,872
+77
| +1% | +$6.25K | 0.09% | 138 |
|
|
2023
Q2 | $517K | Sell |
5,795
-1,698
| -23% | -$152K | 0.09% | 128 |
|
|
2023
Q1 | $750K | Buy |
7,493
+36
| +0.5% | +$3.6K | 0.15% | 102 |
|
|
2022
Q4 | $648K | Buy |
7,457
+204
| +3% | +$17.7K | 0.14% | 101 |
|
|
2022
Q3 | $684K | Buy |
7,253
+848
| +13% | +$80K | 0.16% | 98 |
|
|
2022
Q2 | $604K | Sell |
6,405
-1,296
| -17% | -$122K | 0.14% | 97 |
|
|
2022
Q1 | $1.06M | Buy |
7,701
+763
| +11% | +$105K | 0.21% | 75 |
|
|
2021
Q4 | $1.08M | Buy |
6,938
+67
| +1% | +$10.4K | 0.22% | 72 |
|
|
2021
Q3 | $1.16M | Buy |
6,871
+2,881
| +72% | +$487K | 0.36% | 70 |
|
|
2021
Q2 | $702K | Buy |
3,990
+417
| +12% | +$73.4K | 0.21% | 112 |
|
|
2021
Q1 | $663K | Buy |
3,573
+40
| +1% | +$7.42K | 0.24% | 100 |
|
|
2020
Q4 | $641K | Sell |
3,533
-553
| -14% | -$100K | 0.25% | 102 |
|
|
2020
Q3 | $507K | Buy |
4,086
+169
| +4% | +$21K | 0.27% | 105 |
|
|
2020
Q2 | $437K | Buy |
3,917
+987
| +34% | +$110K | 0.3% | 111 |
|
|
2020
Q1 | $282K | Sell |
2,930
-42
| -1% | -$4.04K | 0.28% | 122 |
|
|
2019
Q4 | $429K | Buy |
+2,972
| New | +$429K | 0.36% | 96 |
|