AMG
Advisors Management Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
2,459
-7
| -0.3% | -$868 | 0.06% | 125 |
|
|
2025
Q1 | $243K | Sell |
2,466
-107
| -4% | -$10.5K | 0.05% | 134 |
|
|
2024
Q4 | $287K | Buy |
2,573
+41
| +2% | +$4.57K | 0.07% | 128 |
|
|
2024
Q3 | $244K | Buy |
2,532
+2
| +0.1% | +$193 | 0.06% | 137 |
|
|
2024
Q2 | $251K | Sell |
2,530
-105
| -4% | -$10.4K | 0.06% | 137 |
|
|
2024
Q1 | $322K | Sell |
2,635
-23
| -0.9% | -$2.81K | 0.08% | 120 |
|
|
2023
Q4 | $240K | Buy |
+2,658
| New | +$240K | 0.07% | 134 |
|
|
2023
Q3 | – | Sell |
-2,583
| Closed | -$231K | – | 141 |
|
|
2023
Q2 | $231K | Sell |
2,583
-117
| -4% | -$10.5K | 0.07% | 130 |
|
|
2023
Q1 | $270K | Buy |
2,700
+26
| +1% | +$2.6K | 0.09% | 118 |
|
|
2022
Q4 | $232K | Buy |
2,674
+330
| +14% | +$28.6K | 0.09% | 118 |
|
|
2022
Q3 | $221K | Buy |
2,344
+100
| +4% | +$9.43K | 0.09% | 117 |
|
|
2022
Q2 | $212K | Buy |
2,244
+84
| +4% | +$7.94K | 0.07% | 122 |
|
|
2022
Q1 | $296K | Buy |
2,160
+44
| +2% | +$6.03K | 0.1% | 101 |
|
|
2021
Q4 | $328K | Hold |
2,116
| – | – | 0.1% | 96 |
|
|
2021
Q3 | $358K | Sell |
2,116
-172
| -8% | -$29.1K | 0.11% | 94 |
|
|
2021
Q2 | $402K | Sell |
2,288
-170
| -7% | -$29.9K | 0.12% | 94 |
|
|
2021
Q1 | $454K | Hold |
2,458
| – | – | 0.14% | 82 |
|
|
2020
Q4 | $445K | Buy |
2,458
+37
| +2% | +$6.7K | 0.18% | 67 |
|
|
2020
Q3 | $300K | Hold |
2,421
| – | – | 0.12% | 77 |
|
|
2020
Q2 | $270K | Sell |
2,421
-3
| -0.1% | -$335 | 0.12% | 76 |
|
|
2020
Q1 | $234K | Buy |
2,424
+912
| +60% | +$88K | 0.11% | 80 |
|
|
2019
Q4 | $219K | Buy |
+1,512
| New | +$219K | 0.09% | 89 |
|
|
2019
Q3 | – | Sell |
-1,509
| Closed | -$211K | – | 89 |
|
|
2019
Q2 | $211K | Buy |
+1,509
| New | +$211K | 0.09% | 86 |
|