APWA
Atlas Private Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
3,486
+523
| +18% | +$64.9K | 0.06% | 125 |
|
|
2025
Q1 | $293K | Sell |
2,963
-546
| -16% | -$53.9K | 0.04% | 145 |
|
|
2024
Q4 | $391K | Sell |
3,509
-600
| -15% | -$66.8K | 0.06% | 115 |
|
|
2024
Q3 | $395K | Buy |
4,109
+912
| +29% | +$87.7K | 0.06% | 106 |
|
|
2024
Q2 | $317K | Buy |
+3,197
| New | +$317K | 0.05% | 115 |
|
|
2024
Q1 | – | Sell |
-3,306
| Closed | -$299K | – | 120 |
|
|
2023
Q4 | $299K | Sell |
3,306
-1,128
| -25% | -$102K | 0.06% | 123 |
|
|
2023
Q3 | $359K | Sell |
4,434
-500
| -10% | -$40.5K | 0.07% | 130 |
|
|
2023
Q2 | $441K | Buy |
4,934
+2,917
| +145% | +$260K | 0.09% | 117 |
|
|
2023
Q1 | $202K | Buy |
+2,017
| New | +$202K | 0.09% | 122 |
|
|
2022
Q2 | – | Sell |
-2,184
| Closed | -$300K | – | 132 |
|
|
2022
Q1 | $300K | Buy |
2,184
+146
| +7% | +$20.1K | 0.13% | 109 |
|
|
2021
Q4 | $316K | Sell |
2,038
-462
| -18% | -$71.6K | 0.15% | 116 |
|
|
2021
Q3 | $423K | Sell |
2,500
-460
| -16% | -$77.8K | 0.22% | 92 |
|
|
2021
Q2 | $520K | Buy |
2,960
+375
| +15% | +$65.9K | 0.28% | 76 |
|
|
2021
Q1 | $477K | Buy |
2,585
+220
| +9% | +$40.6K | 0.27% | 78 |
|
|
2020
Q4 | $429K | Buy |
2,365
+306
| +15% | +$55.5K | 0.29% | 76 |
|
|
2020
Q3 | $256K | Sell |
2,059
-595
| -22% | -$74K | 0.21% | 85 |
|
|
2020
Q2 | $296K | Buy |
+2,654
| New | +$296K | 0.26% | 83 |
|