AWAG
ARS Wealth Advisors Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
8,344
-5
| -0.1% | -$620 | 0.12% | 70 |
|
|
2025
Q1 | $824K | Buy |
8,349
+374
| +5% | +$36.9K | 0.12% | 66 |
|
|
2024
Q4 | $888K | Buy |
7,975
+750
| +10% | +$83.5K | 0.12% | 69 |
|
|
2024
Q3 | $695K | Buy |
7,225
+47
| +0.7% | +$4.52K | 0.09% | 86 |
|
|
2024
Q2 | $713K | Buy |
7,178
+175
| +2% | +$17.4K | 0.09% | 79 |
|
|
2024
Q1 | $857K | Buy |
7,003
+76
| +1% | +$9.3K | 0.12% | 73 |
|
|
2023
Q4 | $625K | Sell |
6,927
-2,424
| -26% | -$219K | 0.09% | 84 |
|
|
2023
Q3 | $758K | Sell |
9,351
-20,514
| -69% | -$1.66M | 0.12% | 75 |
|
|
2023
Q2 | $2.67M | Buy |
29,865
+18,301
| +158% | +$1.63M | 0.42% | 50 |
|
|
2023
Q1 | $1.16M | Buy |
11,564
+1,499
| +15% | +$150K | 0.21% | 50 |
|
|
2022
Q4 | $874K | Sell |
10,065
-5,647
| -36% | -$491K | 0.14% | 65 |
|
|
2022
Q3 | $1.48M | Buy |
15,712
+1,533
| +11% | +$145K | 0.23% | 62 |
|
|
2022
Q2 | $1.34M | Buy |
14,179
+239
| +2% | +$22.6K | 0.18% | 77 |
|
|
2022
Q1 | $1.91M | Sell |
13,940
-112
| -0.8% | -$15.4K | 0.33% | 43 |
|
|
2021
Q4 | $2.18M | Sell |
14,052
-674
| -5% | -$104K | 0.37% | 42 |
|
|
2021
Q3 | $2.49M | Buy |
+14,726
| New | +$2.49M | 0.45% | 40 |
|