AE Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
177,382
+115,265
| +186% | +$14.3M | 0.16% | 146 |
|
|
2025
Q1 | $6.13M | Sell |
62,117
-11,334
| -15% | -$1.12M | 0.05% | 307 |
|
|
2024
Q4 | $8.18M | Sell |
73,451
-7,022
| -9% | -$782K | 0.07% | 262 |
|
|
2024
Q3 | $7.74M | Sell |
80,473
-158,487
| -66% | -$15.2M | 0.07% | 266 |
|
|
2024
Q2 | $23.7M | Buy |
238,960
+30,805
| +15% | +$3.06M | 0.24% | 97 |
|
|
2024
Q1 | $25.5M | Sell |
208,155
-33,529
| -14% | -$4.1M | 0.29% | 87 |
|
|
2023
Q4 | $23M | Buy |
241,684
+19,827
| +9% | +$1.89M | 0.12% | 198 |
|
|
2023
Q3 | $18M | Buy |
221,857
+8,805
| +4% | +$714K | 0.11% | 208 |
|
|
2023
Q2 | $19M | Buy |
213,052
+2,694
| +1% | +$241K | 0.11% | 206 |
|
|
2023
Q1 | $21.1M | Sell |
210,358
-13,662
| -6% | -$1.37M | 0.14% | 172 |
|
|
2022
Q4 | $19.5M | Sell |
224,020
-4,119
| -2% | -$358K | 0.14% | 174 |
|
|
2022
Q3 | $21.5M | Buy |
228,139
+21,469
| +10% | +$2.03M | 0.17% | 132 |
|
|
2022
Q2 | $19.5M | Sell |
206,670
-44,491
| -18% | -$4.2M | 0.16% | 158 |
|
|
2022
Q1 | $34.4M | Buy |
251,161
+15,928
| +7% | +$2.18M | 0.24% | 94 |
|
|
2021
Q4 | $36.4M | Sell |
235,233
-1,652
| -0.7% | -$256K | 0.25% | 87 |
|
|
2021
Q3 | $40.1M | Buy |
236,885
+26,059
| +12% | +$4.41M | 0.33% | 62 |
|
|
2021
Q2 | $37.1M | Buy |
210,826
+9,998
| +5% | +$1.76M | 0.32% | 68 |
|
|
2021
Q1 | $37.1M | Buy |
200,828
+13,302
| +7% | +$2.45M | 0.37% | 59 |
|
|
2020
Q4 | $34M | Buy |
187,526
+32,416
| +21% | +$5.87M | 0.39% | 55 |
|
|
2020
Q3 | $19.2M | Sell |
155,110
-28,845
| -16% | -$3.58M | 0.27% | 79 |
|
|
2020
Q2 | $20.5M | Buy |
183,955
+35,183
| +24% | +$3.92M | 0.32% | 70 |
|
|
2020
Q1 | $14.4M | Buy |
148,772
+38,636
| +35% | +$3.73M | 0.33% | 61 |
|
|
2019
Q4 | $15.9M | Buy |
110,136
+17,873
| +19% | +$2.58M | 0.35% | 61 |
|
|
2019
Q3 | $12M | Buy |
92,263
+7,553
| +9% | +$984K | 0.35% | 59 |
|
|
2019
Q2 | $11.8M | Buy |
84,710
+59,655
| +238% | +$8.33M | 0.36% | 59 |
|
|
2019
Q1 | $2.78M | Buy |
25,055
+2,609
| +12% | +$290K | 0.19% | 104 |
|
|
2018
Q4 | $2.46M | Buy |
22,446
+1,759
| +9% | +$193K | 0.42% | 59 |
|
|
2018
Q3 | $2.42M | Buy |
20,687
+7,059
| +52% | +$825K | 0.13% | 121 |
|
|
2018
Q2 | $1.43M | Buy |
13,628
+2,240
| +20% | +$235K | 0.1% | 122 |
|
|
2018
Q1 | $1.14M | Buy |
11,388
+2,099
| +23% | +$211K | 0.09% | 141 |
|
|
2017
Q4 | $999K | Sell |
9,289
-4,493
| -33% | -$483K | 0.09% | 165 |
|
|
2017
Q3 | $1.36M | Buy |
13,782
+1,988
| +17% | +$196K | 0.13% | 109 |
|
|
2017
Q2 | $1.25M | Buy |
11,794
+6,948
| +143% | +$738K | 0.15% | 117 |
|
|
2017
Q1 | $549K | Buy |
4,846
+2,864
| +145% | +$324K | 0.1% | 162 |
|
|
2016
Q4 | $207K | Buy |
+1,982
| New | +$207K | 0.08% | 182 |
|