ARC
Advisor Resource Council’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,679
| Closed | -$434K | – | 267 |
|
2025
Q1 | $434K | Buy |
+4,679
| New | +$434K | 0.04% | 388 |
|
2024
Q4 | – | Sell |
-2,199
| Closed | -$212K | – | 116 |
|
2024
Q3 | $212K | Buy |
+2,199
| New | +$212K | 0.1% | 214 |
|
2024
Q2 | – | Sell |
-7,490
| Closed | -$676K | – | 99 |
|
2024
Q1 | $676K | Buy |
7,490
+2,839
| +61% | +$256K | 0.29% | 85 |
|
2023
Q4 | $420K | Sell |
4,651
-4,314
| -48% | -$390K | 0.05% | 290 |
|
2023
Q3 | $727K | Sell |
8,965
-2,964
| -25% | -$240K | 0.38% | 48 |
|
2023
Q2 | $1.07M | Sell |
11,929
-3,086
| -21% | -$276K | 0.48% | 33 |
|
2023
Q1 | $1.51M | Buy |
15,015
+537
| +4% | +$53.9K | 0.38% | 63 |
|
2022
Q4 | $1.26M | Buy |
14,478
+1,119
| +8% | +$97.2K | 0.61% | 26 |
|
2022
Q3 | $1.26M | Sell |
13,359
-11,802
| -47% | -$1.11M | 0.85% | 24 |
|
2022
Q2 | $2.38M | Buy |
25,161
+12,921
| +106% | +$1.22M | 0.22% | 96 |
|
2022
Q1 | $1.68M | Sell |
12,240
-10,932
| -47% | -$1.5M | 0.5% | 55 |
|
2021
Q4 | $3.59M | Buy |
23,172
+12,146
| +110% | +$1.88M | 0.28% | 76 |
|
2021
Q3 | $1.87M | Sell |
11,026
-6,083
| -36% | -$1.03M | 0.57% | 46 |
|
2021
Q2 | $3.01M | Buy |
+17,109
| New | +$3.01M | 0.31% | 71 |
|