Atria Wealth Solutions’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 | $6.63M | Sell |
53,470
-82,342
| -61% | -$10.2M | 0.15% | 155 |
|
|
2025
Q1 | $13.4M | Sell |
135,812
-4,950
| -4% | -$489K | 0.16% | 139 |
|
|
2024
Q4 | $15.7M | Sell |
140,762
-11,179
| -7% | -$1.25M | 0.17% | 120 |
|
|
2024
Q3 | $14.6M | Sell |
151,941
-16,520
| -10% | -$1.59M | 0.16% | 132 |
|
|
2024
Q2 | $16.7M | Buy |
168,461
+1,197
| +0.7% | +$119K | 0.18% | 114 |
|
|
2024
Q1 | $20.5M | Sell |
167,264
-8,128
| -5% | -$995K | 0.23% | 95 |
|
|
2023
Q4 | $15.8M | Sell |
175,392
-4,339
| -2% | -$392K | 0.2% | 108 |
|
|
2023
Q3 | $14.6M | Sell |
179,731
-5,961
| -3% | -$483K | 0.2% | 107 |
|
|
2023
Q2 | $16.6M | Buy |
185,692
+3,733
| +2% | +$333K | 0.23% | 96 |
|
|
2023
Q1 | $18.2M | Buy |
181,959
+9,055
| +5% | +$907K | 0.27% | 82 |
|
|
2022
Q4 | $15M | Buy |
172,904
+1,445
| +0.8% | +$126K | 0.24% | 95 |
|
|
2022
Q3 | $16.2M | Buy |
171,459
+95,564
| +126% | +$9.01M | 0.28% | 83 |
|
|
2022
Q2 | $7.16M | Sell |
75,895
-106,171
| -58% | -$10M | 0.13% | 150 |
|
|
2022
Q1 | $25M | Buy |
+182,066
| New | +$25M | 0.42% | 36 |
|