EWM
Edge Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Sell |
72,565
-52
| -0.1% | -$6.45K | 1.73% | 24 |
|
|
2025
Q1 | $7.17M | Buy |
72,617
+2,072
| +3% | +$205K | 1.45% | 26 |
|
|
2024
Q4 | $7.86M | Sell |
70,545
-3,329
| -5% | -$371K | 1.59% | 24 |
|
|
2024
Q3 | $7.1M | Sell |
73,874
-1,839
| -2% | -$177K | 1.43% | 25 |
|
|
2024
Q2 | $7.52M | Sell |
75,713
-1,350
| -2% | -$134K | 1.58% | 23 |
|
|
2024
Q1 | $9.43M | Sell |
77,063
-1,096
| -1% | -$134K | 1.98% | 21 |
|
|
2023
Q4 | $7.06M | Buy |
78,159
+3,017
| +4% | +$272K | 1.54% | 25 |
|
|
2023
Q3 | $6.09M | Sell |
75,142
-5,314
| -7% | -$431K | 1.42% | 24 |
|
|
2023
Q2 | $7.18M | Buy |
80,456
+4,375
| +6% | +$391K | 1.57% | 23 |
|
|
2023
Q1 | $7.62M | Sell |
76,081
-73
| -0.1% | -$7.31K | 1.75% | 22 |
|
|
2022
Q4 | $6.53M | Sell |
76,154
-9,769
| -11% | -$837K | 1.52% | 24 |
|
|
2022
Q3 | $8.26M | Buy |
85,923
+2,460
| +3% | +$236K | 1.83% | 22 |
|
|
2022
Q2 | $7.88M | Sell |
83,463
-1,623
| -2% | -$153K | 1.7% | 22 |
|
|
2022
Q1 | $11.7M | Buy |
85,086
+1,973
| +2% | +$271K | 2.3% | 18 |
|
|
2021
Q4 | $12.9M | Buy |
83,113
+4,642
| +6% | +$719K | 2.36% | 17 |
|
|
2021
Q3 | $13.3M | Buy |
78,471
+2,075
| +3% | +$351K | 2.59% | 11 |
|
|
2021
Q2 | $13.4M | Buy |
76,396
+1,449
| +2% | +$254K | 2.73% | 11 |
|
|
2021
Q1 | $13.8M | Sell |
74,947
-51
| -0.1% | -$9.41K | 2.94% | 7 |
|
|
2020
Q4 | $13.7M | Sell |
74,998
-1,712
| -2% | -$312K | 3.11% | 7 |
|
|
2020
Q3 | $9.52M | Sell |
76,710
-12,333
| -14% | -$1.53M | 2.19% | 12 |
|
|
2020
Q2 | $9.93M | Sell |
89,043
-13,927
| -14% | -$1.55M | 1.88% | 14 |
|
|
2020
Q1 | $10.2M | Buy |
102,970
+17,927
| +21% | +$1.77M | 2.21% | 12 |
|
|
2019
Q4 | $12.3M | Buy |
85,043
+2,578
| +3% | +$372K | 2.45% | 12 |
|
|
2019
Q3 | $10.7M | Sell |
82,465
-4,919
| -6% | -$641K | 2.47% | 13 |
|
|
2019
Q2 | $12.2M | Buy |
87,384
+24,491
| +39% | +$3.42M | 2.7% | 9 |
|
|
2019
Q1 | $6.99M | Buy |
62,893
+2,007
| +3% | +$223K | 1.72% | 18 |
|
|
2018
Q4 | $6.68M | Buy |
60,886
+50,365
| +479% | +$5.52M | 1.88% | 18 |
|
|
2018
Q3 | $1.23M | Sell |
10,521
-1,827
| -15% | -$214K | 0.3% | 49 |
|
|
2018
Q2 | $1.29M | Buy |
12,348
+106
| +0.9% | +$11.1K | 0.33% | 45 |
|
|
2018
Q1 | $1.23M | Sell |
12,242
-2,224
| -15% | -$223K | 0.33% | 53 |
|
|
2017
Q4 | $1.56M | Buy |
14,466
+2,943
| +26% | +$317K | 0.44% | 43 |
|
|
2017
Q3 | $1.13M | Buy |
11,523
+227
| +2% | +$22.3K | 0.34% | 46 |
|
|
2017
Q2 | $1.2M | Sell |
11,296
-550
| -5% | -$58.2K | 0.38% | 42 |
|
|
2017
Q1 | $1.34M | Buy |
11,846
+2,037
| +21% | +$231K | 0.47% | 36 |
|
|
2016
Q4 | $1.02M | Hold |
9,809
| – | – | 0.39% | 47 |
|
|
2016
Q3 | $911K | Buy |
9,809
+3
| +0% | +$279 | 0.39% | 49 |
|
|
2016
Q2 | $962K | Sell |
9,806
-63,816
| -87% | -$6.26M | 0.4% | 44 |
|
|
2016
Q1 | $7.31M | Sell |
73,622
-7,635
| -9% | -$758K | 3.32% | 8 |
|
|
2015
Q4 | $8.6M | Sell |
81,257
-14,663
| -15% | -$1.55M | 3.25% | 7 |
|
|
2015
Q3 | $9.67M | Buy |
95,920
+94,096
| +5,159% | +$9.49M | 3.65% | 5 |
|
|
2015
Q2 | $208K | Hold |
1,824
| – | – | 0.07% | 108 |
|
|
2015
Q1 | $193K | Buy |
1,824
+14
| +0.8% | +$1.48K | 0.06% | 102 |
|
|
2014
Q4 | $171K | Sell |
1,810
-59
| -3% | -$5.57K | 0.06% | 113 |
|
|
2014
Q3 | $166K | Buy |
1,869
+225
| +14% | +$20K | 0.06% | 104 |
|
|
2014
Q2 | $141K | Hold |
1,644
| – | – | 0.06% | 111 |
|
|
2014
Q1 | $132K | Sell |
1,644
-49
| -3% | -$3.93K | 0.06% | 115 |
|
|
2013
Q4 | $129K | Sell |
1,693
-39
| -2% | -$2.97K | 0.06% | 108 |
|
|
2013
Q3 | $112K | Buy |
1,732
+58
| +3% | +$3.75K | 0.07% | 92 |
|
|
2013
Q2 | $107K | Buy |
+1,674
| New | +$107K | 0.07% | 85 |
|