AWE
Avidian Wealth Enterprises’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
16,053
-1,701
| -10% | -$211K | 0.08% | 130 |
|
|
2025
Q1 | $1.75M | Sell |
17,754
-466
| -3% | -$46K | 0.08% | 133 |
|
|
2024
Q4 | $2.03M | Sell |
18,220
-2,929
| -14% | -$326K | 0.09% | 117 |
|
|
2024
Q3 | $2.03M | Buy |
21,149
+1,470
| +7% | +$141K | 0.09% | 115 |
|
|
2024
Q2 | $1.95M | Buy |
19,679
+1,065
| +6% | +$106K | 0.08% | 115 |
|
|
2024
Q1 | $2.28M | Buy |
18,614
+1,304
| +8% | +$160K | 0.11% | 99 |
|
|
2023
Q4 | $1.56M | Sell |
17,310
-479
| -3% | -$43.2K | 0.1% | 126 |
|
|
2023
Q3 | $1.44M | Sell |
17,789
-4,727
| -21% | -$383K | 0.1% | 125 |
|
|
2023
Q2 | $2.01M | Sell |
22,516
-807
| -3% | -$72K | 0.13% | 113 |
|
|
2023
Q1 | $2.34M | Buy |
23,323
+2,911
| +14% | +$291K | 0.13% | 130 |
|
|
2022
Q4 | $1.77M | Buy |
20,412
+149
| +0.7% | +$12.9K | 0.12% | 130 |
|
|
2022
Q3 | $1.91M | Sell |
20,263
-6,788
| -25% | -$640K | 0.14% | 103 |
|
|
2022
Q2 | $2.55M | Buy |
27,051
+4,358
| +19% | +$411K | 0.18% | 92 |
|
|
2022
Q1 | $3.11M | Buy |
22,693
+3,163
| +16% | +$434K | 0.19% | 88 |
|
|
2021
Q4 | $3.03M | Buy |
19,530
+5,879
| +43% | +$911K | 0.19% | 91 |
|
|
2021
Q3 | $2.31M | Buy |
13,651
+3,599
| +36% | +$609K | 0.18% | 89 |
|
|
2021
Q2 | $1.77M | Sell |
10,052
-74
| -0.7% | -$13K | 0.14% | 96 |
|
|
2021
Q1 | $1.87M | Sell |
10,126
-624
| -6% | -$115K | 0.16% | 86 |
|
|
2020
Q4 | $1.95M | Buy |
10,750
+4,029
| +60% | +$730K | 0.18% | 78 |
|
|
2020
Q3 | $834K | Buy |
6,721
+3,033
| +82% | +$376K | 0.09% | 109 |
|
|
2020
Q2 | $411K | Buy |
3,688
+1,277
| +53% | +$142K | 0.06% | 149 |
|
|
2020
Q1 | $233K | Sell |
2,411
-735
| -23% | -$71K | 0.04% | 176 |
|
|
2019
Q4 | $455K | Buy |
3,146
+552
| +21% | +$79.8K | 0.06% | 121 |
|
|
2019
Q3 | $338K | Buy |
2,594
+966
| +59% | +$126K | 0.06% | 137 |
|
|
2019
Q2 | $227K | Buy |
+1,628
| New | +$227K | 0.05% | 136 |
|