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Affinity Capital Advisors’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,913
-444
-19% -$55.1K 0.04% 141
2025
Q1
$200K Buy
2,357
+49
+2% +$4.16K 0.04% 151
2024
Q4
$257K Hold
2,308
0.05% 135
2024
Q3
$222K Sell
2,308
-17
-0.7% -$1.64K 0.04% 140
2024
Q2
$231K Buy
2,325
+129
+6% +$12.8K 0.05% 138
2024
Q1
$269K Sell
2,196
-275
-11% -$33.7K 0.06% 123
2023
Q4
$223K Sell
2,471
-372
-13% -$33.6K 0.05% 128
2023
Q3
$230K Sell
2,843
-172
-6% -$13.9K 0.06% 117
2023
Q2
$269K Sell
3,015
-140
-4% -$12.5K 0.07% 103
2023
Q1
$316K Sell
3,155
-204
-6% -$20.4K 0.1% 93
2022
Q4
$292K Buy
3,359
+69
+2% +$6K 0.1% 85
2022
Q3
$310K Buy
3,290
+12
+0.4% +$1.13K 0.11% 78
2022
Q2
$309K Sell
3,278
-253
-7% -$23.8K 0.11% 80
2022
Q1
$484K Sell
3,531
-378
-10% -$51.8K 0.15% 66
2021
Q4
$605K Buy
3,909
+391
+11% +$60.5K 0.18% 64
2021
Q3
$595K Sell
3,518
-606
-15% -$102K 0.2% 63
2021
Q2
$725K Buy
4,124
+269
+7% +$47.3K 0.25% 57
2021
Q1
$711K Buy
3,855
+51
+1% +$9.41K 0.26% 56
2020
Q4
$689K Sell
3,804
-380
-9% -$68.8K 0.28% 52
2020
Q3
$519K Buy
4,184
+309
+8% +$38.3K 0.29% 54
2020
Q2
$432K Sell
3,875
-294
-7% -$32.8K 0.28% 57
2020
Q1
$445K Buy
4,169
+828
+25% +$88.4K 0.33% 53
2019
Q4
$483K Buy
+3,341
New +$483K 0.32% 50