Alliance Wealth Management Group’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 | $284K | Hold |
2,287
| – | – | 0.07% | 76 |
|
|
2025
Q1 | $226K | Sell |
2,287
-43
| -2% | -$4.24K | 0.06% | 77 |
|
|
2024
Q4 | $259K | Buy |
2,330
+3
| +0.1% | +$334 | 0.07% | 75 |
|
|
2024
Q3 | $224K | Hold |
2,327
| – | – | 0.06% | 79 |
|
|
2024
Q2 | $231K | Buy |
2,327
+36
| +2% | +$3.57K | 0.07% | 77 |
|
|
2024
Q1 | $280K | Hold |
2,291
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $207K | Buy |
+2,291
| New | +$207K | 0.06% | 74 |
|
|
2023
Q2 | $221K | Buy |
2,477
+2
| +0.1% | +$179 | 0.07% | 74 |
|
|
2023
Q1 | $248K | Hold |
2,475
| – | – | 0.08% | 67 |
|
|
2022
Q4 | $215K | Hold |
2,475
| – | – | 0.08% | 66 |
|
|
2022
Q3 | $233K | Hold |
2,475
| – | – | 0.09% | 63 |
|
|
2022
Q2 | $234K | Buy |
2,475
+3
| +0.1% | +$284 | 0.09% | 62 |
|
|
2022
Q1 | $339K | Sell |
2,472
-20
| -0.8% | -$2.74K | 0.11% | 56 |
|
|
2021
Q4 | $386K | Hold |
2,492
| – | – | 0.12% | 54 |
|
|
2021
Q3 | $422K | Buy |
2,492
+55
| +2% | +$9.31K | 0.14% | 51 |
|
|
2021
Q2 | $428K | Buy |
2,437
+53
| +2% | +$9.31K | 0.14% | 50 |
|
|
2021
Q1 | $440K | Sell |
2,384
-15
| -0.6% | -$2.77K | 0.17% | 43 |
|
|
2020
Q4 | $435K | Buy |
+2,399
| New | +$435K | 0.17% | 44 |
|
|
2018
Q2 | – | Sell |
-2,158
| Closed | -$217K | – | 64 |
|
|
2018
Q1 | $217K | Buy |
2,158
+78
| +4% | +$7.84K | 0.1% | 70 |
|
|
2017
Q4 | $223K | Sell |
2,080
-2,132
| -51% | -$229K | 0.11% | 66 |
|
|
2017
Q3 | $416K | Buy |
4,212
+2,084
| +98% | +$206K | 0.11% | 62 |
|
|
2017
Q2 | $226K | Sell |
2,128
-30
| -1% | -$3.19K | 0.13% | 62 |
|
|
2017
Q1 | $249K | Sell |
2,158
-45
| -2% | -$5.19K | 0.14% | 58 |
|
|
2016
Q4 | $229K | Hold |
2,203
| – | – | 0.17% | 32 |
|
|
2016
Q3 | $204K | Buy |
2,203
+77
| +4% | +$7.13K | 0.14% | 27 |
|
|
2016
Q2 | $209K | Buy |
+2,126
| New | +$209K | 0.15% | 26 |
|