DAS
Dynamic Advisor Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
39,020
-814
| -2% | -$101K | 0.15% | 165 |
|
|
2025
Q1 | $3.93M | Sell |
39,834
-1,729
| -4% | -$171K | 0.13% | 183 |
|
|
2024
Q4 | $4.63M | Sell |
41,563
-3,046
| -7% | -$339K | 0.2% | 121 |
|
|
2024
Q3 | $4.29M | Sell |
44,609
-2,817
| -6% | -$271K | 0.13% | 187 |
|
|
2024
Q2 | $4.71M | Sell |
47,426
-1,943
| -4% | -$193K | 0.15% | 172 |
|
|
2024
Q1 | $6.04M | Sell |
49,369
-15,444
| -24% | -$1.89M | 0.2% | 131 |
|
|
2023
Q4 | $5.89M | Sell |
64,813
-8,962
| -12% | -$815K | 0.22% | 124 |
|
|
2023
Q3 | $5.98M | Buy |
73,775
+4,863
| +7% | +$394K | 0.28% | 95 |
|
|
2023
Q2 | $6.15M | Buy |
68,912
+13,933
| +25% | +$1.24M | 0.32% | 82 |
|
|
2023
Q1 | $5.51M | Buy |
54,979
+11,342
| +26% | +$1.14M | 0.32% | 83 |
|
|
2022
Q4 | $3.79M | Buy |
43,637
+598
| +1% | +$52K | 0.26% | 98 |
|
|
2022
Q3 | $4.06M | Buy |
43,039
+1,256
| +3% | +$118K | 0.31% | 77 |
|
|
2022
Q2 | $3.94M | Sell |
41,783
-1,252
| -3% | -$118K | 0.3% | 78 |
|
|
2022
Q1 | $5.9M | Buy |
43,035
+635
| +1% | +$87.1K | 0.41% | 51 |
|
|
2021
Q4 | $6.57M | Buy |
42,400
+2,226
| +6% | +$345K | 0.47% | 42 |
|
|
2021
Q3 | $6.8M | Buy |
40,174
+8,176
| +26% | +$1.38M | 0.51% | 37 |
|
|
2021
Q2 | $5.62M | Buy |
31,998
+1,509
| +5% | +$265K | 0.45% | 48 |
|
|
2021
Q1 | $5.63M | Sell |
30,489
-6,599
| -18% | -$1.22M | 0.52% | 43 |
|
|
2020
Q4 | $6.72M | Sell |
37,088
-1,163
| -3% | -$211K | 0.63% | 31 |
|
|
2020
Q3 | $4.75M | Buy |
38,251
+3,459
| +10% | +$429K | 0.54% | 32 |
|
|
2020
Q2 | $3.88M | Buy |
34,792
+1,089
| +3% | +$121K | 0.52% | 39 |
|
|
2020
Q1 | $3.26M | Sell |
33,703
-3,758
| -10% | -$363K | 0.59% | 30 |
|
|
2019
Q4 | $5.42M | Buy |
37,461
+3,690
| +11% | +$534K | 0.74% | 26 |
|
|
2019
Q3 | $4.4M | Buy |
33,771
+6,353
| +23% | +$828K | 0.68% | 29 |
|
|
2019
Q2 | $3.83M | Buy |
27,418
+3,239
| +13% | +$452K | 0.62% | 38 |
|
|
2019
Q1 | $2.69M | Sell |
24,179
-3,242
| -12% | -$360K | 0.51% | 53 |
|
|
2018
Q4 | $3.05M | Sell |
27,421
-1,124
| -4% | -$125K | 0.65% | 36 |
|
|
2018
Q3 | $3.34M | Buy |
28,545
+991
| +4% | +$116K | 0.69% | 37 |
|
|
2018
Q2 | $2.89M | Buy |
27,554
+1,585
| +6% | +$166K | 0.65% | 36 |
|
|
2018
Q1 | $2.61M | Buy |
25,969
+4,508
| +21% | +$453K | 0.67% | 36 |
|
|
2017
Q4 | $2.31M | Buy |
21,461
+1,395
| +7% | +$150K | 0.76% | 36 |
|
|
2017
Q3 | $1.98M | Buy |
20,066
+675
| +3% | +$66.5K | 0.78% | 35 |
|
|
2017
Q2 | $2.06M | Buy |
19,391
+1,192
| +7% | +$127K | 0.8% | 30 |
|
|
2017
Q1 | $2.06M | Sell |
18,199
-872
| -5% | -$98.9K | 0.8% | 32 |
|
|
2016
Q4 | $1.99M | Buy |
19,071
+7,450
| +64% | +$777K | 0.79% | 37 |
|
|
2016
Q3 | $1.08M | Buy |
11,621
+120
| +1% | +$11.1K | 0.41% | 72 |
|
|
2016
Q2 | $1.13M | Buy |
11,501
+6,484
| +129% | +$634K | 0.46% | 65 |
|
|
2016
Q1 | $498K | Buy |
5,017
+868
| +21% | +$86.2K | 0.21% | 118 |
|
|
2015
Q4 | $436K | Buy |
+4,149
| New | +$436K | 0.18% | 137 |
|
|
2014
Q3 | – | Sell |
-4,260
| Closed | -$365K | – | 200 |
|
|
2014
Q2 | $365K | Sell |
4,260
-976
| -19% | -$83.6K | 0.22% | 135 |
|
|
2014
Q1 | $419K | Buy |
+5,236
| New | +$419K | 0.29% | 124 |
|