Avondale Wealth Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-146	Closed	-$18.1K	–	74
2025 Q2	$18.1K	Hold	146	–	–	0.01%	105
2025 Q1	$14.4K	Hold	146	–	–	0.01%	104
2024 Q4	$16.3K	Hold	146	–	–	0.01%	101
2024 Q3	$14K	Sell	146 -170	-54%	-$15.6K	0.01%	103
2024 Q2	$31.4K	Sell	316 -91	-22%	-$9.8K	0.02%	95
2024 Q1	$49.8K	Hold	407	–	–	0.03%	88
2023 Q4	$36.7K	Hold	407	–	–	0.03%	88
2023 Q3	$33K	Hold	407	–	–	0.03%	92
2023 Q2	$36.3K	Hold	407	–	–	0.03%	90
2023 Q1	$40.8K	Hold	407	–	–	0.04%	84
2022 Q4	$35.4K	Hold	407	–	–	0.03%	83
2022 Q3	$38K	Hold	407	–	–	0.04%	79
2022 Q2	$38K	Sell	407 -50	-11%	-$5.55K	0.04%	70
2022 Q1	$63K	Buy	457 +50	+12%	+$7.23K	0.07%	58
2021 Q4	$63K	Sell	407 -1,260	-76%	-$203K	0.06%	60
2021 Q3	$282K	Sell	1,667 -1,109	-40%	-$198K	0.28%	39
2021 Q2	$488K	Buy	2,776 +2,200	+382%	+$396K	0.46%	29
2021 Q1	$106K	Buy	576 +167	+41%	+$30.8K	0.1%	52
2020 Q4	$74K	Hold	409	–	–	0.09%	39
2020 Q3	$51K	Sell	409 -140	-26%	-$17.5K	0.08%	39
2020 Q2	$61K	Hold	549	–	–	0.09%	32
2020 Q1	$53K	Buy	549 +409	+292%	+$51.7K	0.08%	34
2019 Q4	$20K	Hold	140	–	–	0.03%	71
2019 Q3	$18K	Hold	140	–	–	0.03%	74
2019 Q2	$20K	Hold	140	–	–	0.01%	79
2019 Q1	$16K	Hold	140	–	–	0.01%	84
2018 Q4	$15K	Hold	140	–	–	0.01%	80
2018 Q3	$16K	Hold	140	–	–	0.02%	77
2018 Q2	$15K	Hold	140	–	–	0.01%	74
2018 Q1	$14K	Sell	140 -100	-42%	-$10.6K	0.01%	77
2017 Q4	$26K	Buy	+240	New	+$24.7K	0.02%	60