AWA
Amplius Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
5,593
-473
| -8% | -$58.7K | 0.06% | 98 |
|
|
2025
Q1 | $599K | Sell |
6,066
-901
| -13% | -$88.9K | 0.06% | 102 |
|
|
2024
Q4 | $776K | Buy |
6,967
+190
| +3% | +$21.2K | 0.08% | 82 |
|
|
2024
Q3 | $652K | Sell |
6,777
-100
| -1% | -$9.62K | 0.07% | 84 |
|
|
2024
Q2 | $683K | Sell |
6,877
-49
| -0.7% | -$4.87K | 0.08% | 84 |
|
|
2024
Q1 | $848K | Sell |
6,926
-86
| -1% | -$10.5K | 0.1% | 76 |
|
|
2023
Q4 | $633K | Sell |
7,012
-491
| -7% | -$44.3K | 0.08% | 84 |
|
|
2023
Q3 | $608K | Sell |
7,503
-325
| -4% | -$26.3K | 0.08% | 86 |
|
|
2023
Q2 | $699K | Sell |
7,828
-439
| -5% | -$39.2K | 0.09% | 81 |
|
|
2023
Q1 | $828K | Buy |
8,267
+1,541
| +23% | +$154K | 0.12% | 77 |
|
|
2022
Q4 | $584K | Buy |
6,726
+230
| +4% | +$20K | 0.09% | 80 |
|
|
2022
Q3 | $613K | Buy |
6,496
+271
| +4% | +$25.6K | 0.11% | 73 |
|
|
2022
Q2 | $587K | Sell |
6,225
-3,771
| -38% | -$356K | 0.09% | 81 |
|
|
2022
Q1 | $1.37M | Buy |
9,996
+132
| +1% | +$18.1K | 0.21% | 52 |
|
|
2021
Q4 | $1.53M | Buy |
+9,864
| New | +$1.53M | 0.21% | 51 |
|