AW
Avion Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
1,020
-2
| -0.2% | -$247 | 0.03% | 121 |
|
|
2025
Q1 | $113K | Hold |
1,022
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $113K | Buy |
1,022
+23
| +2% | +$2.54K | 0.03% | 124 |
|
|
2024
Q3 | $96K | Sell |
999
-103
| -9% | -$9.9K | 0.03% | 127 |
|
|
2024
Q2 | $109K | Sell |
1,102
-68
| -6% | -$6.73K | 0.03% | 109 |
|
|
2024
Q1 | $144K | Buy |
1,170
+138
| +13% | +$17K | 0.04% | 89 |
|
|
2023
Q4 | $93K | Sell |
1,032
-24
| -2% | -$2.16K | 0.03% | 113 |
|
|
2023
Q3 | $84K | Buy |
1,056
+53
| +5% | +$4.22K | 0.02% | 113 |
|
|
2023
Q2 | $89K | Buy |
1,003
+39
| +4% | +$3.46K | 0.02% | 115 |
|
|
2023
Q1 | $83K | Hold |
964
| – | – | 0.02% | 112 |
|
|
2022
Q4 | $90K | Hold |
964
| – | – | 0.03% | 107 |
|
|
2022
Q3 | $91K | Sell |
964
-93
| -9% | -$8.78K | 0.03% | 107 |
|
|
2022
Q2 | $100K | Sell |
1,057
-104
| -9% | -$9.84K | 0.03% | 93 |
|
|
2022
Q1 | $159K | Hold |
1,161
| – | – | 0.05% | 66 |
|
|
2021
Q4 | $180K | Hold |
1,161
| – | – | 0.05% | 59 |
|
|
2021
Q3 | $196K | Hold |
1,161
| – | – | 0.06% | 51 |
|
|
2021
Q2 | $204K | Sell |
1,161
-64
| -5% | -$11.2K | 0.06% | 50 |
|
|
2021
Q1 | $226K | Sell |
1,225
-200
| -14% | -$36.9K | 0.08% | 40 |
|
|
2020
Q4 | $258K | Buy |
1,425
+274
| +24% | +$49.6K | 0.08% | 38 |
|
|
2020
Q3 | $143K | Buy |
1,151
+325
| +39% | +$40.4K | 0.05% | 46 |
|
|
2020
Q2 | $92K | Hold |
826
| – | – | 0.03% | 61 |
|
|
2020
Q1 | $80K | Buy |
+826
| New | +$80K | 0.03% | 62 |
|