Apriem Advisors’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 | $10.8M | Sell |
87,122
-18,610
| -18% | -$2.31M | 1.15% | 20 |
|
|
2025
Q1 | $10.4M | Sell |
105,732
-15,800
| -13% | -$1.56M | 1.22% | 22 |
|
|
2024
Q4 | $13.5M | Sell |
121,532
-4,683
| -4% | -$521K | 1.55% | 19 |
|
|
2024
Q3 | $12.1M | Sell |
126,215
-2,981
| -2% | -$287K | 1.42% | 24 |
|
|
2024
Q2 | $12.8M | Sell |
129,196
-1,832
| -1% | -$182K | 1.57% | 18 |
|
|
2024
Q1 | $16M | Buy |
131,028
+578
| +0.4% | +$70.7K | 2.01% | 12 |
|
|
2023
Q4 | $11.8M | Buy |
130,450
+3,722
| +3% | +$336K | 1.57% | 19 |
|
|
2023
Q3 | $10.3M | Buy |
126,728
+116,825
| +1,180% | +$9.47M | 1.51% | 22 |
|
|
2023
Q2 | $884K | Buy |
9,903
+18
| +0.2% | +$1.61K | 0.13% | 74 |
|
|
2023
Q1 | $990K | Buy |
9,885
+1,520
| +18% | +$152K | 0.16% | 72 |
|
|
2022
Q4 | $727K | Sell |
8,365
-1,816
| -18% | -$158K | 0.13% | 75 |
|
|
2022
Q3 | $960K | Buy |
10,181
+654
| +7% | +$61.7K | 0.17% | 63 |
|
|
2022
Q2 | $899K | Buy |
9,527
+813
| +9% | +$76.7K | 0.15% | 62 |
|
|
2022
Q1 | $1.2M | Buy |
8,714
+380
| +5% | +$52.1K | 0.18% | 60 |
|
|
2021
Q4 | $1.29M | Buy |
8,334
+304
| +4% | +$47.1K | 0.18% | 56 |
|
|
2021
Q3 | $1.36M | Buy |
8,030
+461
| +6% | +$78K | 0.19% | 51 |
|
|
2021
Q2 | $1.33M | Sell |
7,569
-65
| -0.9% | -$11.4K | 0.2% | 55 |
|
|
2021
Q1 | $1.41M | Buy |
7,634
+104
| +1% | +$19.2K | 0.22% | 48 |
|
|
2020
Q4 | $1.36M | Buy |
7,530
+388
| +5% | +$70.3K | 0.24% | 41 |
|
|
2020
Q3 | $886K | Sell |
7,142
-1,151
| -14% | -$143K | 0.16% | 56 |
|
|
2020
Q2 | $925K | Buy |
8,293
+902
| +12% | +$101K | 0.19% | 57 |
|
|
2020
Q1 | $714K | Buy |
7,391
+1,392
| +23% | +$134K | 0.17% | 58 |
|
|
2019
Q4 | $868K | Buy |
5,999
+1,034
| +21% | +$150K | 0.17% | 54 |
|
|
2019
Q3 | $647K | Buy |
4,965
+185
| +4% | +$24.1K | 0.14% | 64 |
|
|
2019
Q2 | $667K | Buy |
4,780
+318
| +7% | +$44.4K | 0.21% | 67 |
|
|
2019
Q1 | $495K | Buy |
4,462
+628
| +16% | +$69.7K | 0.13% | 73 |
|
|
2018
Q4 | $420K | Buy |
3,834
+390
| +11% | +$42.7K | 0.15% | 78 |
|
|
2018
Q3 | $403K | Buy |
3,444
+102
| +3% | +$11.9K | 0.09% | 93 |
|
|
2018
Q2 | $350K | Sell |
3,342
-100
| -3% | -$10.5K | 0.08% | 89 |
|
|
2018
Q1 | $346K | Sell |
3,442
-312
| -8% | -$31.4K | 0.08% | 89 |
|
|
2017
Q4 | $404K | Sell |
3,754
-17
| -0.5% | -$1.83K | 0.1% | 80 |
|
|
2017
Q3 | $372K | Sell |
3,771
-487
| -11% | -$48K | 0.09% | 89 |
|
|
2017
Q2 | $452K | Buy |
4,258
+93
| +2% | +$9.87K | 0.12% | 79 |
|
|
2017
Q1 | $472K | Sell |
4,165
-503
| -11% | -$57K | 0.13% | 73 |
|
|
2016
Q4 | $486K | Buy |
4,668
+276
| +6% | +$28.7K | 0.14% | 71 |
|
|
2016
Q3 | $408K | Buy |
4,392
+390
| +10% | +$36.2K | 0.12% | 79 |
|
|
2016
Q2 | $391K | Buy |
4,002
+1,369
| +52% | +$134K | 0.13% | 72 |
|
|
2016
Q1 | $261K | Buy |
2,633
+275
| +12% | +$27.3K | 0.1% | 82 |
|
|
2015
Q4 | $248K | Buy |
2,358
+48
| +2% | +$5.05K | 0.09% | 83 |
|
|
2015
Q3 | $236K | Sell |
2,310
-168
| -7% | -$17.2K | 0.09% | 84 |
|
|
2015
Q2 | $283K | Buy |
2,478
+229
| +10% | +$26.2K | 0.1% | 82 |
|
|
2015
Q1 | $236K | Sell |
2,249
-926
| -29% | -$97.2K | 0.08% | 90 |
|
|
2014
Q4 | $299K | Buy |
3,175
+50
| +2% | +$4.71K | 0.11% | 73 |
|
|
2014
Q3 | $278K | Buy |
3,125
+1,875
| +150% | +$167K | 0.11% | 82 |
|
|
2014
Q2 | $107K | Buy |
1,250
+160
| +15% | +$13.7K | 0.04% | 147 |
|
|
2014
Q1 | $87K | Sell |
1,090
-212
| -16% | -$16.9K | 0.03% | 168 |
|
|
2013
Q4 | $99K | Sell |
1,302
-95
| -7% | -$7.22K | 0.04% | 149 |
|
|
2013
Q3 | $90K | Sell |
1,397
-9
| -0.6% | -$580 | 0.04% | 151 |
|
|
2013
Q2 | $89K | Buy |
+1,406
| New | +$89K | 0.04% | 150 |
|