AAS
Avantax Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
121,008
-11,562
| -9% | -$1.43M | 0.08% | 190 |
|
|
2025
Q1 | $13.1M | Buy |
132,570
+1,689
| +1% | +$167K | 0.08% | 196 |
|
|
2024
Q4 | $14.6M | Buy |
130,881
+8,450
| +7% | +$941K | 0.09% | 167 |
|
|
2024
Q3 | $11.8M | Buy |
122,431
+4,804
| +4% | +$462K | 0.08% | 188 |
|
|
2024
Q2 | $11.7M | Buy |
117,627
+12,013
| +11% | +$1.19M | 0.08% | 183 |
|
|
2024
Q1 | $12.9M | Buy |
105,614
+4,401
| +4% | +$539K | 0.11% | 136 |
|
|
2023
Q4 | $9.14M | Sell |
101,213
-13,427
| -12% | -$1.21M | 0.09% | 177 |
|
|
2023
Q3 | $9.29M | Sell |
114,640
-18,322
| -14% | -$1.48M | 0.1% | 154 |
|
|
2023
Q2 | $11.9M | Buy |
132,962
+2,595
| +2% | +$232K | 0.14% | 124 |
|
|
2023
Q1 | $13.1M | Buy |
130,367
+21,477
| +20% | +$2.15M | 0.16% | 105 |
|
|
2022
Q4 | $9.46M | Buy |
108,890
+13,802
| +15% | +$1.2M | 0.13% | 135 |
|
|
2022
Q3 | $8.97M | Buy |
95,088
+1,276
| +1% | +$120K | 0.14% | 119 |
|
|
2022
Q2 | $8.86M | Buy |
93,812
+597
| +0.6% | +$56.4K | 0.13% | 127 |
|
|
2022
Q1 | $12.8M | Buy |
93,215
+8,066
| +9% | +$1.11M | 0.18% | 89 |
|
|
2021
Q4 | $13.2M | Buy |
85,149
+3,991
| +5% | +$618K | 0.2% | 86 |
|
|
2021
Q3 | $13.7M | Buy |
81,158
+4,217
| +5% | +$714K | 0.23% | 68 |
|
|
2021
Q2 | $13.5M | Buy |
76,941
+5,020
| +7% | +$883K | 0.25% | 66 |
|
|
2021
Q1 | $13.3M | Buy |
71,921
+9,982
| +16% | +$1.84M | 0.29% | 58 |
|
|
2020
Q4 | $11.2M | Sell |
61,939
-76,548
| -55% | -$13.9M | 0.27% | 60 |
|
|
2020
Q3 | $17.1M | Buy |
138,487
+80,555
| +139% | +$9.97M | 0.27% | 67 |
|
|
2020
Q2 | $6.46M | Buy |
57,932
+4,902
| +9% | +$547K | 0.19% | 87 |
|
|
2020
Q1 | $5.12M | Buy |
53,030
+11,130
| +27% | +$1.08M | 0.15% | 98 |
|
|
2019
Q4 | $6.06M | Buy |
41,900
+14,865
| +55% | +$2.15M | 0.14% | 94 |
|
|
2019
Q3 | $3.53M | Buy |
27,035
+5,471
| +25% | +$714K | 0.14% | 79 |
|
|
2019
Q2 | $3.01M | Buy |
21,564
+1,096
| +5% | +$153K | 0.13% | 82 |
|
|
2019
Q1 | $2.27M | Buy |
20,468
+1,867
| +10% | +$207K | 0.12% | 91 |
|
|
2018
Q4 | $2.06M | Buy |
+18,601
| New | +$2.06M | 0.35% | 74 |
|