AO
Advisor OS’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
8,857
-434
| -5% | -$53.8K | 0.11% | 131 |
|
|
2025
Q1 | $917K | Buy |
9,291
+855
| +10% | +$84.4K | 0.1% | 141 |
|
|
2024
Q4 | $939K | Buy |
8,436
+687
| +9% | +$76.5K | 0.11% | 133 |
|
|
2024
Q3 | $745K | Buy |
7,749
+21
| +0.3% | +$2.02K | 0.07% | 196 |
|
|
2024
Q2 | $767K | Sell |
7,728
-79
| -1% | -$7.84K | 0.08% | 189 |
|
|
2024
Q1 | $955K | Buy |
7,807
+1,227
| +19% | +$150K | 0.11% | 170 |
|
|
2023
Q4 | $594K | Buy |
6,580
+1,041
| +19% | +$94K | 0.08% | 194 |
|
|
2023
Q3 | $449K | Buy |
5,539
+123
| +2% | +$9.97K | 0.07% | 195 |
|
|
2023
Q2 | $484K | Buy |
5,416
+3,390
| +167% | +$303K | 0.08% | 204 |
|
|
2023
Q1 | $203K | Buy |
+2,026
| New | +$203K | 0.05% | 234 |
|