APP
Avantax Planning Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
6,793
+249
| +4% | +$30.9K | 0.03% | 206 |
|
|
2025
Q1 | $646K | Sell |
6,544
-3,739
| -36% | -$369K | 0.02% | 221 |
|
|
2024
Q4 | $1.15M | Sell |
10,283
-141
| -1% | -$15.7K | 0.04% | 172 |
|
|
2024
Q3 | $1M | Sell |
10,424
-1,474
| -12% | -$142K | 0.04% | 179 |
|
|
2024
Q2 | $1.18M | Sell |
11,898
-457
| -4% | -$45.4K | 0.04% | 193 |
|
|
2024
Q1 | $1.51M | Buy |
12,355
+309
| +3% | +$37.8K | 0.05% | 173 |
|
|
2023
Q4 | $1.09M | Sell |
12,046
-316
| -3% | -$28.5K | 0.04% | 166 |
|
|
2023
Q3 | $1M | Sell |
12,362
-283
| -2% | -$22.9K | 0.04% | 160 |
|
|
2023
Q2 | $1.13M | Sell |
12,645
-554
| -4% | -$49.5K | 0.04% | 154 |
|
|
2023
Q1 | $1.32M | Sell |
13,199
-188
| -1% | -$18.8K | 0.05% | 142 |
|
|
2022
Q4 | $1.16M | Sell |
13,387
-1,137
| -8% | -$98.8K | 0.05% | 148 |
|
|
2022
Q3 | $1.37M | Buy |
14,524
+238
| +2% | +$22.5K | 0.06% | 117 |
|
|
2022
Q2 | $1.35M | Sell |
14,286
-58
| -0.4% | -$5.48K | 0.06% | 124 |
|
|
2022
Q1 | $1.97M | Sell |
14,344
-56
| -0.4% | -$7.68K | 0.08% | 105 |
|
|
2021
Q4 | $2.23M | Buy |
14,400
+256
| +2% | +$39.6K | 0.09% | 93 |
|
|
2021
Q3 | $2.39M | Sell |
14,144
-404
| -3% | -$68.4K | 0.11% | 77 |
|
|
2021
Q2 | $2.56M | Sell |
14,548
-1,852
| -11% | -$326K | 0.12% | 72 |
|
|
2021
Q1 | $3.03M | Sell |
16,400
-1,527
| -9% | -$282K | 0.16% | 56 |
|
|
2020
Q4 | $3.25M | Buy |
17,927
+1,330
| +8% | +$241K | 0.17% | 47 |
|
|
2020
Q3 | $2.06M | Sell |
16,597
-379
| -2% | -$47K | 0.11% | 82 |
|
|
2020
Q2 | $1.89M | Buy |
16,976
+1,797
| +12% | +$200K | 0.11% | 81 |
|
|
2020
Q1 | $1.47M | Sell |
15,179
-1,353
| -8% | -$131K | 0.1% | 80 |
|
|
2019
Q4 | $2.39M | Buy |
16,532
+332
| +2% | +$48K | 0.14% | 59 |
|
|
2019
Q3 | $2.11M | Sell |
16,200
-87
| -0.5% | -$11.3K | 0.13% | 63 |
|
|
2019
Q2 | $2.3M | Sell |
16,287
-1,417
| -8% | -$200K | 0.15% | 59 |
|
|
2019
Q1 | $1.97M | Buy |
17,704
+3,019
| +21% | +$335K | 0.14% | 65 |
|
|
2018
Q4 | $1.61M | Buy |
14,685
+43
| +0.3% | +$4.71K | 0.12% | 72 |
|
|
2018
Q3 | $1.71M | Buy |
14,642
+353
| +2% | +$41.3K | 0.14% | 58 |
|
|
2018
Q2 | $1.5M | Buy |
14,289
+494
| +4% | +$51.8K | 0.13% | 59 |
|
|
2018
Q1 | $1.39M | Buy |
13,795
+2,016
| +17% | +$203K | 0.12% | 76 |
|
|
2017
Q4 | $1.27M | Sell |
11,779
-6,223
| -35% | -$669K | 0.12% | 80 |
|
|
2017
Q3 | $1.77M | Sell |
18,002
-817
| -4% | -$80.5K | 0.14% | 70 |
|
|
2017
Q2 | $2M | Buy |
18,819
+2,999
| +19% | +$319K | 0.17% | 63 |
|
|
2017
Q1 | $1.79M | Sell |
15,820
-815
| -5% | -$92.4K | 0.16% | 57 |
|
|
2016
Q4 | $1.73M | Buy |
+16,635
| New | +$1.73M | 0.19% | 50 |
|