Aprio Wealth Management’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 | $1.38M | Sell |
11,137
-365
| -3% | -$45.3K | 0.16% | 89 |
|
|
2025
Q1 | $1.14M | Buy |
11,502
+830
| +8% | +$81.9K | 0.14% | 97 |
|
|
2024
Q4 | $1.19M | Buy |
10,672
+279
| +3% | +$31.1K | 0.17% | 77 |
|
|
2024
Q3 | $1,000K | Buy |
10,393
+732
| +8% | +$70.4K | 0.16% | 79 |
|
|
2024
Q2 | $959K | Buy |
9,661
+1,320
| +16% | +$131K | 0.17% | 72 |
|
|
2024
Q1 | $1.02M | Buy |
8,341
+3,955
| +90% | +$484K | 0.2% | 62 |
|
|
2023
Q4 | $396K | Sell |
4,386
-70
| -2% | -$6.32K | 0.09% | 109 |
|
|
2023
Q3 | $361K | Buy |
4,456
+309
| +7% | +$25K | 0.1% | 103 |
|
|
2023
Q2 | $370K | Sell |
4,147
-553
| -12% | -$49.4K | 0.1% | 92 |
|
|
2023
Q1 | $471K | Buy |
+4,700
| New | +$471K | 0.15% | 68 |
|
|
2022
Q2 | – | Sell |
-1,612
| Closed | -$221K | – | 102 |
|
|
2022
Q1 | $221K | Buy |
1,612
+279
| +21% | +$38.3K | 0.08% | 82 |
|
|
2021
Q4 | $206K | Buy |
1,333
+30
| +2% | +$4.64K | 0.09% | 70 |
|
|
2021
Q3 | $220K | Buy |
1,303
+48
| +4% | +$8.1K | 0.1% | 64 |
|
|
2021
Q2 | $221K | Buy |
+1,255
| New | +$221K | 0.1% | 59 |
|
|
2020
Q4 | $203K | Sell |
1,122
-3,180
| -74% | -$575K | 0.13% | 49 |
|
|
2020
Q3 | $534K | Buy |
4,302
+1
| +0% | +$124 | 0.38% | 36 |
|
|
2020
Q2 | $480K | Buy |
4,301
+280
| +7% | +$31.2K | 0.46% | 36 |
|
|
2020
Q1 | $388K | Buy |
4,021
+324
| +9% | +$31.3K | 0.49% | 35 |
|
|
2019
Q4 | $535K | Buy |
+3,697
| New | +$535K | 0.39% | 33 |
|