Avior Wealth Management’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 | $6.01M | Buy |
48,526
+2,979
| +7% | +$369K | 0.21% | 86 |
|
|
2025
Q1 | $4.49M | Sell |
45,547
-12,106
| -21% | -$1.19M | 0.17% | 100 |
|
|
2024
Q4 | $6.41M | Buy |
57,653
+5,030
| +10% | +$559K | 0.23% | 76 |
|
|
2024
Q3 | $5.05M | Buy |
52,623
+3,209
| +6% | +$308K | 0.2% | 88 |
|
|
2024
Q2 | $4.9M | Buy |
49,414
+250
| +0.5% | +$24.8K | 0.21% | 86 |
|
|
2024
Q1 | $6M | Buy |
49,164
+7,712
| +19% | +$942K | 0.28% | 71 |
|
|
2023
Q4 | $3.73M | Buy |
41,452
+817
| +2% | +$73.6K | 0.23% | 85 |
|
|
2023
Q3 | $3.29M | Buy |
40,635
+1,797
| +5% | +$145K | 0.22% | 87 |
|
|
2023
Q2 | $3.46M | Buy |
38,838
+65
| +0.2% | +$5.79K | 0.23% | 85 |
|
|
2023
Q1 | $3.87M | Buy |
38,773
+926
| +2% | +$92.5K | 0.27% | 75 |
|
|
2022
Q4 | $3.28M | Buy |
37,847
+1,080
| +3% | +$93.6K | 0.25% | 86 |
|
|
2022
Q3 | $3.46M | Buy |
36,767
+3,507
| +11% | +$330K | 0.29% | 71 |
|
|
2022
Q2 | $3.13M | Sell |
33,260
-403
| -1% | -$37.9K | 0.32% | 66 |
|
|
2022
Q1 | $4.62M | Buy |
33,663
+38
| +0.1% | +$5.21K | 0.4% | 55 |
|
|
2021
Q4 | $5.21M | Buy |
33,625
+3,181
| +10% | +$493K | 0.43% | 52 |
|
|
2021
Q3 | $5.15M | Buy |
30,444
+532
| +2% | +$90K | 0.43% | 48 |
|
|
2021
Q2 | $5.26M | Sell |
29,912
-1,321
| -4% | -$232K | 0.53% | 39 |
|
|
2021
Q1 | $5.76M | Buy |
31,233
+80
| +0.3% | +$14.8K | 0.62% | 35 |
|
|
2020
Q4 | $5.64M | Buy |
31,153
+1,940
| +7% | +$351K | 0.7% | 32 |
|
|
2020
Q3 | $3.62M | Buy |
29,213
+3,016
| +12% | +$374K | 0.52% | 43 |
|
|
2020
Q2 | $2.92M | Buy |
26,197
+9,546
| +57% | +$1.06M | 0.46% | 50 |
|
|
2020
Q1 | $1.61M | Buy |
16,651
+1,104
| +7% | +$107K | 0.32% | 83 |
|
|
2019
Q4 | $2.25M | Buy |
15,547
+782
| +5% | +$113K | 0.36% | 69 |
|
|
2019
Q3 | $1.92M | Sell |
14,765
-425
| -3% | -$55.4K | 0.34% | 82 |
|
|
2019
Q2 | $2.12M | Buy |
15,190
+893
| +6% | +$125K | 0.38% | 72 |
|
|
2019
Q1 | $1.57M | Buy |
14,297
+1,169
| +9% | +$129K | 0.33% | 79 |
|
|
2018
Q4 | $1.42M | Sell |
13,128
-3,674
| -22% | -$397K | 0.34% | 73 |
|
|
2018
Q3 | $1.94M | Sell |
16,802
-1,110
| -6% | -$128K | 0.42% | 65 |
|
|
2018
Q2 | $1.87M | Sell |
17,912
-557
| -3% | -$58.2K | 0.42% | 65 |
|
|
2018
Q1 | $1.85M | Buy |
18,469
+1,640
| +10% | +$165K | 0.43% | 61 |
|
|
2017
Q4 | $1.8M | Buy |
16,829
+300
| +2% | +$32.1K | 0.4% | 70 |
|
|
2017
Q3 | $1.63M | Buy |
16,529
+85
| +0.5% | +$8.36K | 0.53% | 59 |
|
|
2017
Q2 | $1.73M | Sell |
16,444
-2,436
| -13% | -$257K | 0.71% | 38 |
|
|
2017
Q1 | $2.12M | Buy |
18,880
+1,782
| +10% | +$200K | 0.71% | 35 |
|
|
2016
Q4 | $1.77M | Buy |
17,098
+632
| +4% | +$65.5K | 0.66% | 38 |
|
|
2016
Q3 | $1.53M | Buy |
16,466
+1,197
| +8% | +$111K | 0.6% | 48 |
|
|
2016
Q2 | $1.49M | Sell |
15,269
-357
| -2% | -$34.9K | 0.63% | 41 |
|
|
2016
Q1 | $1.55M | Buy |
15,626
+1,732
| +12% | +$172K | 0.69% | 39 |
|
|
2015
Q4 | $1.46M | Buy |
13,894
+545
| +4% | +$57.3K | 0.8% | 29 |
|
|
2015
Q3 | $1.37M | Buy |
13,349
+12,533
| +1,536% | +$1.28M | 0.8% | 29 |
|
|
2015
Q2 | $91K | Hold |
816
| – | – | 0.07% | 104 |
|
|
2015
Q1 | $85K | Buy |
816
+173
| +27% | +$18K | 0.07% | 104 |
|
|
2014
Q4 | $61K | Hold |
643
| – | – | 0.05% | 121 |
|
|
2014
Q3 | $57K | Sell |
643
-100
| -13% | -$8.87K | 0.05% | 124 |
|
|
2014
Q2 | $64K | Hold |
743
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $59K | Buy |
+743
| New | +$59K | 0.05% | 117 |
|