Alliance Wealth Advisors (Pennsylvania)’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 | $2.49M | Sell |
20,087
-983
| -5% | -$122K | 1.27% | 12 |
|
|
2025
Q1 | $2.08M | Sell |
21,070
-288
| -1% | -$28.4K | 1.18% | 14 |
|
|
2024
Q4 | $2.38M | Sell |
21,358
-2,348
| -10% | -$261K | 1.33% | 14 |
|
|
2024
Q3 | $2.28M | Sell |
23,706
-302
| -1% | -$29K | 1.3% | 14 |
|
|
2024
Q2 | $2.38M | Sell |
24,008
-735
| -3% | -$73K | 1.5% | 14 |
|
|
2024
Q1 | $3.03M | Sell |
24,743
-481
| -2% | -$58.9K | 1.91% | 9 |
|
|
2023
Q4 | $2.28M | Sell |
25,224
-1,069
| -4% | -$96.5K | 1.51% | 14 |
|
|
2023
Q3 | $2.13M | Sell |
26,293
-131
| -0.5% | -$10.6K | 1.54% | 14 |
|
|
2023
Q2 | $2.36M | Sell |
26,424
-235
| -0.9% | -$21K | 1.68% | 13 |
|
|
2023
Q1 | $2.67M | Sell |
26,659
-1,026
| -4% | -$103K | 2% | 10 |
|
|
2022
Q4 | $2.41M | Sell |
27,685
-1,842
| -6% | -$160K | 2% | 11 |
|
|
2022
Q3 | $2.79M | Buy |
29,527
+867
| +3% | +$81.8K | 2.59% | 8 |
|
|
2022
Q2 | $2.71M | Buy |
28,660
+13,194
| +85% | +$1.25M | 2.34% | 9 |
|
|
2022
Q1 | $2.12M | Buy |
15,466
+3,878
| +33% | +$532K | 1.76% | 16 |
|
|
2021
Q4 | $1.8M | Buy |
11,588
+541
| +5% | +$83.8K | 1.46% | 19 |
|
|
2021
Q3 | $1.87M | Sell |
11,047
-43
| -0.4% | -$7.28K | 1.65% | 16 |
|
|
2021
Q2 | $1.95M | Buy |
11,090
+76
| +0.7% | +$13.4K | 1.75% | 15 |
|
|
2021
Q1 | $2.03M | Sell |
11,014
-2,127
| -16% | -$392K | 2.01% | 15 |
|
|
2020
Q4 | $2.38M | Buy |
+13,141
| New | +$2.38M | 2.5% | 11 |
|