ACA
Atlas Capital Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
11,951
+388
| +3% | +$48.1K | 0.18% | 100 |
|
|
2025
Q1 | $1.14M | Hold |
11,563
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $1.29M | Buy |
11,563
+11,500
| +18,254% | +$1.28M | 0.16% | 108 |
|
|
2024
Q3 | $6.06K | Sell |
63
-11,500
| -99% | -$1.11M | ﹤0.01% | 764 |
|
|
2024
Q2 | $1.15M | Buy |
11,563
+10,955
| +1,802% | +$1.09M | 0.15% | 111 |
|
|
2024
Q1 | $74.4K | Sell |
608
-10,955
| -95% | -$1.34M | 0.01% | 515 |
|
|
2023
Q4 | $1.04M | Hold |
11,563
| – | – | 0.15% | 112 |
|
|
2023
Q3 | $937K | Sell |
11,563
-1,300
| -10% | -$105K | 0.15% | 109 |
|
|
2023
Q2 | $1.15M | Hold |
12,863
| – | – | 0.17% | 100 |
|
|
2023
Q1 | $1.29M | Hold |
12,863
| – | – | 0.2% | 87 |
|
|
2022
Q4 | $1.12M | Buy |
12,863
+1,185
| +10% | +$103K | 0.19% | 103 |
|
|
2022
Q3 | $1.1M | Hold |
11,678
| – | – | 0.2% | 97 |
|
|
2022
Q2 | $1.1M | Hold |
11,678
| – | – | 0.19% | 101 |
|
|
2022
Q1 | $1.6M | Hold |
11,678
| – | – | 0.25% | 88 |
|
|
2021
Q4 | $1.81M | Sell |
11,678
-140
| -1% | -$21.7K | 0.27% | 80 |
|
|
2021
Q3 | $2M | Sell |
11,818
-600
| -5% | -$102K | 0.32% | 66 |
|
|
2021
Q2 | $2.18M | Buy |
12,418
+5
| +0% | +$879 | 0.37% | 62 |
|
|
2021
Q1 | $2.29M | Buy |
12,413
+78
| +0.6% | +$14.4K | 0.45% | 53 |
|
|
2020
Q4 | $2.23M | Hold |
12,335
| – | – | 0.47% | 46 |
|
|
2020
Q3 | $1.53M | Sell |
12,335
-1
| -0% | -$124 | 0.36% | 63 |
|
|
2020
Q2 | $1.38M | Sell |
12,336
-90
| -0.7% | -$10K | 0.32% | 71 |
|
|
2020
Q1 | $1.2M | Sell |
12,426
-10,707
| -46% | -$1.03M | 0.36% | 71 |
|
|
2019
Q4 | $3.35M | Sell |
23,133
-716
| -3% | -$104K | 0.83% | 22 |
|
|
2019
Q3 | $3.11M | Buy |
23,849
+10,990
| +85% | +$1.43M | 0.93% | 14 |
|
|
2019
Q2 | $1.8M | Hold |
12,859
| – | – | 0.59% | 39 |
|
|
2019
Q1 | $1.43M | Buy |
12,859
+2
| +0% | +$222 | 0.52% | 50 |
|
|
2018
Q4 | $1.41M | Hold |
12,857
| – | – | 0.56% | 44 |
|
|
2018
Q3 | $1.5M | Hold |
12,857
| – | – | 0.5% | 47 |
|
|
2018
Q2 | $1.42M | Sell |
12,857
-329
| -2% | -$36.3K | 0.5% | 48 |
|
|
2018
Q1 | $1.32M | Buy |
+13,186
| New | +$1.32M | 0.41% | 64 |
|