AWA
ARS Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.95M | Sell |
39,541
-429
| -1% | -$75.4K | 1.25% | 24 |
|
|
2021
Q1 | $7.38M | Buy |
39,970
+9,476
| +31% | +$1.75M | 1.61% | 20 |
|
|
2020
Q4 | $5.53M | Sell |
30,494
-115
| -0.4% | -$20.8K | 1.19% | 23 |
|
|
2020
Q3 | $3.8M | Buy |
30,609
+633
| +2% | +$78.5K | 1.04% | 20 |
|
|
2020
Q2 | $3.34M | Sell |
29,976
-624
| -2% | -$69.6K | 1.04% | 20 |
|
|
2020
Q1 | $2.96M | Sell |
30,600
-5,505
| -15% | -$532K | 1.24% | 14 |
|
|
2019
Q4 | $5.22M | Buy |
36,105
+170
| +0.5% | +$24.6K | 1.51% | 13 |
|
|
2019
Q3 | $4.68M | Sell |
35,935
-359
| -1% | -$46.8K | 1.49% | 14 |
|
|
2019
Q2 | $5.07M | Buy |
36,294
+1,397
| +4% | +$195K | 1.61% | 13 |
|
|
2019
Q1 | $3.88M | Buy |
34,897
+444
| +1% | +$49.3K | 1.24% | 15 |
|
|
2018
Q4 | $3.78M | Buy |
34,453
+602
| +2% | +$66K | 1.38% | 13 |
|
|
2018
Q3 | $3.96M | Buy |
33,851
+750
| +2% | +$87.7K | 1.33% | 16 |
|
|
2018
Q2 | $3.47M | Buy |
33,101
+950
| +3% | +$99.6K | 1.25% | 15 |
|
|
2018
Q1 | $3.23M | Sell |
32,151
-450
| -1% | -$45.2K | 1.2% | 17 |
|
|
2017
Q4 | $3.51M | Sell |
32,601
-493
| -1% | -$53K | 1.3% | 17 |
|
|
2017
Q3 | $3.26M | Sell |
33,094
-20,388
| -38% | -$2.01M | 1.27% | 16 |
|
|
2017
Q2 | $5.68M | Buy |
53,482
+4,051
| +8% | +$430K | 2.3% | 9 |
|
|
2017
Q1 | $5.61M | Sell |
49,431
-1,233
| -2% | -$140K | 2.4% | 8 |
|
|
2016
Q4 | $5.28M | Sell |
50,664
-606
| -1% | -$63.2K | 2.37% | 8 |
|
|
2016
Q3 | $4.76M | Buy |
51,270
+3,749
| +8% | +$348K | 2.02% | 10 |
|
|
2016
Q2 | $4.65M | Buy |
47,521
+7,541
| +19% | +$738K | 1.98% | 10 |
|
|
2016
Q1 | $3.97M | Buy |
39,980
+3,687
| +10% | +$366K | 1.86% | 9 |
|
|
2015
Q4 | $3.81M | Buy |
36,293
+14,935
| +70% | +$1.57M | 1.96% | 8 |
|
|
2015
Q3 | $2.18M | Buy |
21,358
+101
| +0.5% | +$10.3K | 1.11% | 13 |
|
|
2015
Q2 | $2.43M | Buy |
21,257
+315
| +2% | +$36K | 1.08% | 14 |
|
|
2015
Q1 | $2.2M | Sell |
20,942
-100
| -0.5% | -$10.5K | 0.95% | 15 |
|
|
2014
Q4 | $1.98M | Buy |
21,042
+280
| +1% | +$26.4K | 0.86% | 16 |
|
|
2014
Q3 | $1.85M | Buy |
20,762
+150
| +0.7% | +$13.4K | 0.86% | 17 |
|
|
2014
Q2 | $1.77M | Sell |
20,612
-475
| -2% | -$40.7K | 0.86% | 18 |
|
|
2014
Q1 | $1.69M | Hold |
21,087
| – | – | 1.01% | 17 |
|
|
2013
Q4 | $1.61M | Buy |
+21,087
| New | +$1.61M | 0.99% | 20 |
|