AWA
Acorn Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
7,129
-432
| -6% | -$53.6K | 0.33% | 72 |
|
|
2025
Q1 | $746K | Sell |
7,561
-32
| -0.4% | -$3.16K | 0.31% | 74 |
|
|
2024
Q4 | $845K | Sell |
7,593
-61
| -0.8% | -$6.79K | 0.35% | 62 |
|
|
2024
Q3 | $736K | Sell |
7,654
-74
| -1% | -$7.12K | 0.32% | 70 |
|
|
2024
Q2 | $767K | Buy |
7,728
+971
| +14% | +$96.4K | 0.38% | 60 |
|
|
2024
Q1 | $827K | Sell |
6,757
-156
| -2% | -$19.1K | 0.43% | 50 |
|
|
2023
Q4 | $624K | Sell |
6,913
-1
| -0% | -$90 | 0.37% | 62 |
|
|
2023
Q3 | $560K | Buy |
6,914
+40
| +0.6% | +$3.24K | 0.37% | 59 |
|
|
2023
Q2 | $614K | Buy |
6,874
+480
| +8% | +$42.9K | 0.42% | 57 |
|
|
2023
Q1 | $640K | Buy |
6,394
+764
| +14% | +$76.5K | 0.47% | 47 |
|
|
2022
Q4 | $489K | Sell |
5,630
-24
| -0.4% | -$2.09K | 0.37% | 62 |
|
|
2022
Q3 | $533K | Buy |
5,654
+21
| +0.4% | +$1.98K | 0.44% | 52 |
|
|
2022
Q2 | $532K | Buy |
5,633
+300
| +6% | +$28.3K | 0.42% | 58 |
|
|
2022
Q1 | $731K | Hold |
5,333
| – | – | 0.5% | 42 |
|
|
2021
Q4 | $826K | Buy |
5,333
+50
| +0.9% | +$7.74K | 0.52% | 44 |
|
|
2021
Q3 | $894K | Buy |
5,283
+50
| +1% | +$8.46K | 0.63% | 41 |
|
|
2021
Q2 | $920K | Sell |
5,233
-93
| -2% | -$16.4K | 0.64% | 42 |
|
|
2021
Q1 | $983K | Sell |
5,326
-80
| -1% | -$14.8K | 0.7% | 31 |
|
|
2020
Q4 | $979K | Sell |
5,406
-203
| -4% | -$36.8K | 0.77% | 25 |
|
|
2020
Q3 | $696K | Sell |
5,609
-327
| -6% | -$40.6K | 0.61% | 42 |
|
|
2020
Q2 | $662K | Buy |
5,936
+651
| +12% | +$72.6K | 0.62% | 40 |
|
|
2020
Q1 | $515K | Buy |
5,285
+790
| +18% | +$77K | 0.58% | 42 |
|
|
2019
Q4 | $660K | Buy |
4,495
+100
| +2% | +$14.7K | 0.56% | 37 |
|
|
2019
Q3 | $654K | Hold |
4,395
| – | – | 0.56% | 38 |
|
|
2019
Q2 | $603K | Buy |
4,395
+15
| +0.3% | +$2.06K | 0.55% | 38 |
|
|
2019
Q1 | $578K | Buy |
4,380
+134
| +3% | +$17.7K | 0.52% | 40 |
|
|
2018
Q4 | $475K | Buy |
4,246
+32
| +0.8% | +$3.58K | 0.49% | 42 |
|
|
2018
Q3 | $488K | Buy |
4,214
+75
| +2% | +$8.69K | 0.48% | 44 |
|
|
2018
Q2 | $436K | Buy |
4,139
+409
| +11% | +$43.1K | 0.37% | 47 |
|
|
2018
Q1 | $377K | Buy |
3,730
+3
| +0.1% | +$303 | 0.33% | 54 |
|
|
2017
Q4 | $410K | Buy |
+3,727
| New | +$410K | 0.37% | 45 |
|