American Portfolios Advisors’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$5.22M Sell
55,328
-2,897
-5% -$273K 0.22% 88
2022
Q2
$5.5M Sell
58,225
-3,576
-6% -$338K 0.23% 85
2022
Q1
$8.48M Sell
61,801
-3,780
-6% -$518K 0.29% 60
2021
Q4
$10.2M Buy
65,581
+2,551
+4% +$395K 0.34% 45
2021
Q3
$10.7M Sell
63,030
-3,352
-5% -$567K 0.4% 40
2021
Q2
$11.7M Buy
66,382
+5,658
+9% +$995K 0.45% 33
2021
Q1
$11.2M Buy
60,724
+7,962
+15% +$1.47M 0.49% 29
2020
Q4
$9.56M Buy
52,762
+6,498
+14% +$1.18M 0.49% 31
2020
Q3
$5.74M Sell
46,264
-69
-0.1% -$8.56K 0.33% 54
2020
Q2
$5.17M Buy
46,333
+2,245
+5% +$250K 0.34% 58
2020
Q1
$4.26M Buy
44,088
+7,910
+22% +$764K 0.35% 57
2019
Q4
$5.23M Buy
36,178
+3,927
+12% +$568K 0.37% 58
2019
Q3
$4.2M Buy
32,251
+2,723
+9% +$355K 0.34% 62
2019
Q2
$4.12M Buy
29,528
+8,238
+39% +$1.15M 0.35% 64
2019
Q1
$2.36M Buy
21,290
+6,816
+47% +$757K 0.22% 99
2018
Q4
$1.59M Sell
14,474
-2,463
-15% -$270K 0.2% 114
2018
Q3
$1.98M Sell
16,937
-971
-5% -$114K 0.23% 94
2018
Q2
$1.88M Buy
17,908
+1,347
+8% +$141K 0.26% 84
2018
Q1
$1.66M Buy
16,561
+1,789
+12% +$180K 0.25% 85
2017
Q4
$1.59M Buy
+14,772
New +$1.59M 0.25% 83