BRWA
B. Riley Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
+22,501
| New | +$2.79M | 0.13% | 156 |
|
|
2024
Q4 | $4.01M | Sell |
35,864
-5,915
| -14% | -$662K | 0.13% | 164 |
|
|
2024
Q3 | $3.98M | Sell |
41,779
-9,176
| -18% | -$875K | 0.11% | 188 |
|
|
2024
Q2 | $5.06M | Sell |
50,955
-13,446
| -21% | -$1.34M | 0.13% | 165 |
|
|
2024
Q1 | $5.22M | Sell |
64,401
-1,140
| -2% | -$92.4K | 0.14% | 153 |
|
|
2023
Q4 | $5.94M | Buy |
65,541
+1,140
| +2% | +$103K | 0.16% | 144 |
|
|
2023
Q3 | $5.22M | Sell |
64,401
-11,889
| -16% | -$964K | 0.14% | 153 |
|
|
2023
Q2 | $6.74M | Sell |
76,290
-14,947
| -16% | -$1.32M | 0.15% | 143 |
|
|
2023
Q1 | $9.06M | Sell |
91,237
-17,304
| -16% | -$1.72M | 0.24% | 85 |
|
|
2022
Q4 | $9.36M | Sell |
108,541
-8,372
| -7% | -$722K | 0.26% | 82 |
|
|
2022
Q3 | $11M | Buy |
116,913
+15,427
| +15% | +$1.45M | 0.33% | 66 |
|
|
2022
Q2 | $9.51M | Sell |
101,486
-18,025
| -15% | -$1.69M | 0.4% | 52 |
|
|
2022
Q1 | $16.3M | Buy |
119,511
+11,335
| +10% | +$1.54M | 0.53% | 28 |
|
|
2021
Q4 | $16.6M | Sell |
108,176
-5,501
| -5% | -$846K | 0.48% | 33 |
|
|
2021
Q3 | $19.1M | Buy |
113,677
+278
| +0.2% | +$46.8K | 0.61% | 22 |
|
|
2021
Q2 | $20M | Buy |
113,399
+14,110
| +14% | +$2.49M | 0.65% | 20 |
|
|
2021
Q1 | $18.3M | Buy |
99,289
+35,116
| +55% | +$6.47M | 0.65% | 20 |
|
|
2020
Q4 | $11.6M | Sell |
64,173
-6,502
| -9% | -$1.18M | 0.62% | 31 |
|
|
2020
Q3 | $8.65M | Buy |
70,675
+5,693
| +9% | +$697K | 0.46% | 50 |
|
|
2020
Q2 | $7.25M | Sell |
64,982
-4,000
| -6% | -$446K | 0.48% | 44 |
|
|
2020
Q1 | $6.67M | Buy |
68,982
+21,128
| +44% | +$2.04M | 0.57% | 35 |
|
|
2019
Q4 | $6.92M | Buy |
47,854
+3,518
| +8% | +$509K | 0.59% | 36 |
|
|
2019
Q3 | $5.78M | Buy |
44,336
+1,089
| +3% | +$142K | 0.57% | 36 |
|
|
2019
Q2 | $6.03M | Buy |
43,247
+3,835
| +10% | +$535K | 0.66% | 31 |
|
|
2019
Q1 | $4.38M | Buy |
39,412
+3,511
| +10% | +$390K | 0.55% | 35 |
|
|
2018
Q4 | $3.94M | Sell |
35,901
-306
| -0.8% | -$33.6K | 0.56% | 38 |
|
|
2018
Q3 | $4.24M | Buy |
36,207
+1,974
| +6% | +$231K | 0.5% | 43 |
|
|
2018
Q2 | $3.59M | Buy |
34,233
+4,264
| +14% | +$447K | 0.47% | 49 |
|
|
2018
Q1 | $3.01M | Sell |
29,969
-1,283
| -4% | -$129K | 0.42% | 55 |
|
|
2017
Q4 | $3.36M | Buy |
31,252
+3,519
| +13% | +$379K | 0.45% | 51 |
|
|
2017
Q3 | $2.74M | Sell |
27,733
-525
| -2% | -$51.8K | 0.45% | 50 |
|
|
2017
Q2 | $3.01M | Buy |
28,258
+9,880
| +54% | +$1.05M | 0.55% | 44 |
|
|
2017
Q1 | $2.09M | Buy |
18,378
+618
| +3% | +$70.1K | 0.42% | 58 |
|
|
2016
Q4 | $1.85M | Sell |
17,760
-586
| -3% | -$61.1K | 0.38% | 68 |
|
|
2016
Q3 | $1.71M | Buy |
18,346
+871
| +5% | +$80.9K | 0.33% | 68 |
|
|
2016
Q2 | $1.71M | Sell |
17,475
-3,521
| -17% | -$345K | 0.34% | 60 |
|
|
2016
Q1 | $2.09M | Buy |
20,996
+542
| +3% | +$53.8K | 0.48% | 46 |
|
|
2015
Q4 | $2.15M | Buy |
20,454
+2,412
| +13% | +$254K | 0.44% | 54 |
|
|
2015
Q3 | $1.85M | Buy |
18,042
+2,506
| +16% | +$256K | 0.44% | 46 |
|
|
2015
Q2 | $1.78M | Buy |
15,536
+2,983
| +24% | +$341K | 0.44% | 48 |
|
|
2015
Q1 | $1.32M | Buy |
12,553
+1,322
| +12% | +$139K | 0.32% | 78 |
|
|
2014
Q4 | $7.59K | Sell |
11,231
-1,813
| -14% | -$1.23K | 0.16% | 144 |
|
|
2014
Q3 | $745K | Sell |
13,044
-3,062
| -19% | -$175K | 0.19% | 141 |
|
|
2014
Q2 | $709K | Buy |
16,106
+8,363
| +108% | +$368K | 0.17% | 135 |
|
|
2014
Q1 | $620K | Buy |
7,743
+3,557
| +85% | +$285K | 0.19% | 130 |
|
|
2013
Q4 | $320K | Buy |
4,186
+1,053
| +34% | +$80.5K | 0.1% | 228 |
|
|
2013
Q3 | $202K | Buy |
3,133
+86
| +3% | +$5.55K | 0.07% | 331 |
|
|
2013
Q2 | $192K | Buy |
+3,047
| New | +$192K | 0.07% | 336 |
|