AF
Apexium Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
142,979
+15,839
| +12% | +$1.96M | 0.94% | 16 |
|
|
2025
Q1 | $12.5M | Buy |
127,140
+3,232
| +3% | +$319K | 0.75% | 20 |
|
|
2024
Q4 | $13.8M | Buy |
123,908
+116,026
| +1,472% | +$12.9M | 0.84% | 17 |
|
|
2024
Q3 | $758K | Buy |
7,882
+134
| +2% | +$12.9K | 0.05% | 112 |
|
|
2024
Q2 | $769K | Buy |
7,748
+138
| +2% | +$13.7K | 0.06% | 107 |
|
|
2024
Q1 | $931K | Sell |
7,610
-2,198
| -22% | -$269K | 0.07% | 100 |
|
|
2023
Q4 | $886K | Buy |
9,808
+1,440
| +17% | +$130K | 0.06% | 126 |
|
|
2023
Q3 | $678K | Sell |
8,368
-483
| -5% | -$39.1K | 0.07% | 112 |
|
|
2023
Q2 | $790K | Buy |
8,851
+113
| +1% | +$10.1K | 0.07% | 98 |
|
|
2023
Q1 | $875K | Sell |
8,738
-336
| -4% | -$33.6K | 0.09% | 93 |
|
|
2022
Q4 | $788K | Sell |
9,074
-226
| -2% | -$19.6K | 0.08% | 96 |
|
|
2022
Q3 | $877K | Buy |
9,300
+5,343
| +135% | +$504K | 0.11% | 77 |
|
|
2022
Q2 | $374K | Sell |
3,957
-261
| -6% | -$24.7K | 0.22% | 67 |
|
|
2022
Q1 | $596K | Hold |
4,218
| – | – | 0.31% | 44 |
|
|
2021
Q4 | $653K | Hold |
4,218
| – | – | 0.34% | 44 |
|
|
2021
Q3 | $714K | Hold |
4,218
| – | – | 0.41% | 40 |
|
|
2021
Q2 | $741K | Buy |
4,218
+775
| +23% | +$136K | 0.46% | 35 |
|
|
2021
Q1 | $635K | Buy |
3,443
+44
| +1% | +$8.12K | 0.47% | 38 |
|
|
2020
Q4 | $616K | Hold |
3,399
| – | – | 0.49% | 36 |
|
|
2020
Q3 | $422K | Buy |
3,399
+53
| +2% | +$6.58K | 0.34% | 44 |
|
|
2020
Q2 | $373K | Buy |
3,346
+11
| +0.3% | +$1.23K | 0.34% | 45 |
|
|
2020
Q1 | $322K | Sell |
3,335
-328
| -9% | -$31.7K | 0.43% | 36 |
|
|
2019
Q4 | $530K | Buy |
+3,663
| New | +$530K | 0.68% | 31 |
|