Cetera Investment Advisers’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.5M | Sell |
488,152
-22,635
| -4% | -$2.81M | 0.1% | 192 |
|
|
2025
Q1 | $50.4M | Buy |
510,787
+27,576
| +6% | +$2.72M | 0.1% | 212 |
|
|
2024
Q4 | $53.8M | Sell |
483,211
-8,259
| -2% | -$920K | 0.11% | 181 |
|
|
2024
Q3 | $47.3M | Buy |
491,470
+1,161
| +0.2% | +$112K | 0.1% | 192 |
|
|
2024
Q2 | $48.7M | Sell |
490,309
-43,552
| -8% | -$4.32M | 0.11% | 170 |
|
|
2024
Q1 | $65.3M | Buy |
533,861
+357,498
| +203% | +$43.7M | 0.15% | 129 |
|
|
2023
Q4 | $15.9M | Sell |
176,363
-10,794
| -6% | -$975K | 0.13% | 151 |
|
|
2023
Q3 | $15.2M | Sell |
187,157
-7,000
| -4% | -$567K | 0.13% | 151 |
|
|
2023
Q2 | $17.3M | Sell |
194,157
-2,740
| -1% | -$245K | 0.15% | 130 |
|
|
2023
Q1 | $19.7M | Sell |
196,897
-3,786
| -2% | -$379K | 0.17% | 115 |
|
|
2022
Q4 | $17.4M | Buy |
200,683
+56,441
| +39% | +$4.9M | 0.16% | 121 |
|
|
2022
Q3 | $13.6M | Sell |
144,242
-36,423
| -20% | -$3.44M | 0.27% | 80 |
|
|
2022
Q2 | $17.1M | Buy |
180,665
+2,524
| +1% | +$238K | 0.27% | 75 |
|
|
2022
Q1 | $24.4M | Buy |
178,141
+3,456
| +2% | +$474K | 0.35% | 50 |
|
|
2021
Q4 | $27.1M | Buy |
174,685
+12,866
| +8% | +$1.99M | 0.39% | 47 |
|
|
2021
Q3 | $27.4M | Buy |
161,819
+4,504
| +3% | +$762K | 0.44% | 38 |
|
|
2021
Q2 | $27.7M | Buy |
157,315
+6,211
| +4% | +$1.09M | 0.44% | 35 |
|
|
2021
Q1 | $27.9M | Buy |
151,104
+6,570
| +5% | +$1.21M | 0.55% | 28 |
|
|
2020
Q4 | $26.2M | Buy |
144,534
+100,469
| +228% | +$18.2M | 0.52% | 28 |
|
|
2020
Q3 | $5.47M | Buy |
44,065
+837
| +2% | +$104K | 0.45% | 50 |
|
|
2020
Q2 | $4.82M | Buy |
43,228
+3,984
| +10% | +$444K | 0.45% | 49 |
|
|
2020
Q1 | $3.79M | Buy |
39,244
+6,755
| +21% | +$653K | 0.46% | 52 |
|
|
2019
Q4 | $4.69M | Buy |
32,489
+1,244
| +4% | +$180K | 0.47% | 55 |
|
|
2019
Q3 | $4.08M | Buy |
31,245
+34
| +0.1% | +$4.44K | 0.5% | 48 |
|
|
2019
Q2 | $4.36M | Buy |
31,211
+3,401
| +12% | +$475K | 0.56% | 43 |
|
|
2019
Q1 | $3.1M | Buy |
27,810
+2,196
| +9% | +$244K | 0.44% | 55 |
|
|
2018
Q4 | $2.81M | Buy |
25,614
+567
| +2% | +$62.1K | 0.46% | 55 |
|
|
2018
Q3 | $2.94M | Buy |
25,047
+3,379
| +16% | +$396K | 0.42% | 57 |
|
|
2018
Q2 | $2.27M | Buy |
21,668
+1,193
| +6% | +$125K | 0.4% | 64 |
|
|
2018
Q1 | $2.07M | Sell |
20,475
-2,212
| -10% | -$223K | 0.39% | 70 |
|
|
2017
Q4 | $2.44M | Sell |
22,687
-944
| -4% | -$101K | 0.45% | 61 |
|
|
2017
Q3 | $2.33M | Buy |
23,631
+277
| +1% | +$27.3K | 0.52% | 52 |
|
|
2017
Q2 | $2.49M | Buy |
23,354
+2,296
| +11% | +$244K | 0.61% | 40 |
|
|
2017
Q1 | $2.39M | Buy |
21,058
+526
| +3% | +$59.6K | 0.66% | 36 |
|
|
2016
Q4 | $2.14M | Buy |
20,532
+1,515
| +8% | +$158K | 0.71% | 30 |
|
|
2016
Q3 | $1.77M | Sell |
19,017
-3,764
| -17% | -$350K | 0.76% | 36 |
|
|
2016
Q2 | $2.23M | Buy |
22,781
+2,196
| +11% | +$215K | 0.87% | 26 |
|
|
2016
Q1 | $2.05M | Sell |
20,585
-897
| -4% | -$89.1K | 0.89% | 25 |
|
|
2015
Q4 | $2.27M | Buy |
+21,482
| New | +$2.27M | 1.04% | 20 |
|