Axxcess Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
67,798
+1,336
| +2% | +$166K | 0.2% | 100 |
|
|
2025
Q1 | $6.56M | Sell |
66,462
-647
| -1% | -$63.9K | 0.17% | 108 |
|
|
2024
Q4 | $7.47M | Buy |
67,109
+2,290
| +4% | +$255K | 0.18% | 98 |
|
|
2024
Q3 | $6.23M | Buy |
64,819
+7,538
| +13% | +$725K | 0.15% | 117 |
|
|
2024
Q2 | $5.69M | Sell |
57,281
-8,392
| -13% | -$833K | 0.15% | 116 |
|
|
2024
Q1 | $8.04M | Buy |
65,673
+9,346
| +17% | +$1.14M | 0.22% | 83 |
|
|
2023
Q4 | $5.09M | Buy |
56,327
+9,136
| +19% | +$825K | 0.15% | 126 |
|
|
2023
Q3 | $3.82M | Buy |
47,191
+29,864
| +172% | +$2.42M | 0.13% | 127 |
|
|
2023
Q2 | $1.55M | Sell |
17,327
-1,843
| -10% | -$165K | 0.11% | 164 |
|
|
2023
Q1 | $1.92M | Sell |
19,170
-3,629
| -16% | -$363K | 0.15% | 138 |
|
|
2022
Q4 | $1.98M | Buy |
22,799
+690
| +3% | +$59.9K | 0.16% | 129 |
|
|
2022
Q3 | $2.09M | Buy |
22,109
+1,472
| +7% | +$139K | 0.2% | 99 |
|
|
2022
Q2 | $1.95M | Sell |
20,637
-8,640
| -30% | -$816K | 0.18% | 111 |
|
|
2022
Q1 | $4.02M | Sell |
29,277
-3,340
| -10% | -$458K | 0.31% | 66 |
|
|
2021
Q4 | $5.05M | Buy |
+32,617
| New | +$5.05M | 0.37% | 54 |
|