Doliver Advisors’s Walt Disney DIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Sell	8,622 -937	-10%	-$116K	0.29%	64
2025 Q1	$943K	Sell	9,559 -325	-3%	-$32.1K	0.27%	60
2024 Q4	$1.1M	Sell	9,884 -1,616	-14%	-$180K	0.31%	55
2024 Q3	$1.11M	Sell	11,500 -114	-1%	-$11K	0.3%	57
2024 Q2	$1.15M	Sell	11,614 -461	-4%	-$45.8K	0.32%	53
2024 Q1	$1.48M	Sell	12,075 -987	-8%	-$121K	0.42%	38
2023 Q4	$1.18M	Sell	13,062 -1,201	-8%	-$108K	0.36%	55
2023 Q3	$1.16M	Sell	14,263 -638	-4%	-$51.7K	0.35%	50
2023 Q2	$1.33M	Sell	14,901 -120	-0.8%	-$10.7K	0.41%	49
2023 Q1	$1.5M	Buy	15,021 +337	+2%	+$33.7K	0.47%	31
2022 Q4	$1.28M	Sell	14,684 -275	-2%	-$23.9K	0.42%	39
2022 Q3	$1.41M	Buy	14,959 +65	+0.4%	+$6.13K	0.52%	28
2022 Q2	$1.41M	Buy	14,894 +3,478	+30%	+$328K	0.5%	30
2022 Q1	$1.57M	Buy	11,416 +57	+0.5%	+$7.82K	0.5%	30
2021 Q4	$1.61M	Buy	11,359 +4,838	+74%	+$687K	0.5%	31
2021 Q3	$1.1M	Buy	6,521 +891	+16%	+$151K	0.37%	53
2021 Q2	$990K	Buy	5,630 +1,015	+22%	+$178K	0.33%	52
2021 Q1	$852K	Sell	4,615 -406	-8%	-$75K	0.32%	53
2020 Q4	$910K	Sell	5,021 -145	-3%	-$26.3K	0.4%	44
2020 Q3	$641K	Buy	5,166 +352	+7%	+$43.7K	0.33%	58
2020 Q2	$537K	Buy	4,814 +54	+1%	+$6.02K	0.24%	62
2020 Q1	$505K	Buy	4,760 +414	+10%	+$43.9K	0.25%	56
2019 Q4	$629K	Buy	4,346 +55	+1%	+$7.96K	0.25%	44
2019 Q3	$557K	Buy	4,291 +433	+11%	+$56.2K	0.22%	49
2019 Q2	$539K	Buy	3,858 +6	+0.2%	+$838	0.21%	42
2019 Q1	$428K	Buy	3,852 +1,613	+72%	+$179K	0.17%	46
2018 Q4	$246K	Hold	2,239	–	–	0.12%	101
2018 Q3	$262K	Sell	2,239 -415	-16%	-$48.6K	0.11%	118
2018 Q2	$278K	Buy	2,654 +639	+32%	+$66.9K	0.12%	132
2018 Q1	$202K	Buy	+2,015	New	+$202K	0.09%	233