Arkadios Wealth 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 | $4.92M | Buy |
39,681
+5,458
| +16% | +$677K | 0.15% | 160 |
|
|
2025
Q1 | $3.38M | Buy |
34,223
+4,516
| +15% | +$446K | 0.13% | 184 |
|
|
2024
Q4 | $3.31M | Buy |
29,707
+1,424
| +5% | +$159K | 0.18% | 117 |
|
|
2024
Q3 | $2.72M | Sell |
28,283
-12,690
| -31% | -$1.22M | 0.15% | 136 |
|
|
2024
Q2 | $4.07M | Buy |
40,973
+7,491
| +22% | +$744K | 0.27% | 73 |
|
|
2024
Q1 | $4.1M | Sell |
33,482
-3,956
| -11% | -$484K | 0.32% | 70 |
|
|
2023
Q4 | $3.38M | Buy |
37,438
+220
| +0.6% | +$19.9K | 0.29% | 84 |
|
|
2023
Q3 | $3.02M | Buy |
37,218
+1,779
| +5% | +$144K | 0.29% | 86 |
|
|
2023
Q2 | $3.16M | Sell |
35,439
-1,278
| -3% | -$114K | 0.37% | 65 |
|
|
2023
Q1 | $3.68M | Sell |
36,717
-2,226
| -6% | -$223K | 0.44% | 54 |
|
|
2022
Q4 | $3.38M | Buy |
38,943
+5,109
| +15% | +$444K | 0.45% | 57 |
|
|
2022
Q3 | $3.19M | Buy |
33,834
+6,099
| +22% | +$575K | 0.48% | 51 |
|
|
2022
Q2 | $2.62M | Buy |
27,735
+8,855
| +47% | +$836K | 0.39% | 64 |
|
|
2022
Q1 | $2.59M | Buy |
18,880
+4,278
| +29% | +$587K | 0.34% | 75 |
|
|
2021
Q4 | $2.26M | Buy |
14,602
+493
| +3% | +$76.4K | 0.3% | 83 |
|
|
2021
Q3 | $2.39M | Sell |
14,109
-6,471
| -31% | -$1.09M | 0.34% | 76 |
|
|
2021
Q2 | $3.62M | Buy |
20,580
+5,220
| +34% | +$917K | 0.44% | 53 |
|
|
2021
Q1 | $2.83M | Buy |
15,360
+2,430
| +19% | +$448K | 0.47% | 53 |
|
|
2020
Q4 | $2.34M | Buy |
12,930
+6,980
| +117% | +$1.26M | 0.49% | 52 |
|
|
2020
Q3 | $755K | Sell |
5,950
-765
| -11% | -$97K | 0.38% | 58 |
|
|
2020
Q2 | $797K | Buy |
6,715
+123
| +2% | +$14.6K | 0.44% | 48 |
|
|
2020
Q1 | $637K | Buy |
6,592
+1,594
| +32% | +$154K | 0.41% | 59 |
|
|
2019
Q4 | $704K | Buy |
+4,998
| New | +$704K | 0.42% | 55 |
|