FMWA
Forvis Mazars Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
54,418
+2,067
| +4% | +$256K | 0.15% | 77 |
|
|
2025
Q1 | $5.17M | Buy |
52,351
+3,363
| +7% | +$332K | 0.12% | 82 |
|
|
2024
Q4 | $5.45M | Sell |
48,988
-1,553
| -3% | -$173K | 0.13% | 84 |
|
|
2024
Q3 | $4.86M | Buy |
50,541
+535
| +1% | +$51.5K | 0.11% | 94 |
|
|
2024
Q2 | $4.97M | Buy |
50,006
+975
| +2% | +$96.8K | 0.12% | 89 |
|
|
2024
Q1 | $6M | Buy |
49,031
+877
| +2% | +$107K | 0.15% | 78 |
|
|
2023
Q4 | $4.35M | Sell |
48,154
-4,023
| -8% | -$363K | 0.12% | 94 |
|
|
2023
Q3 | $4.23M | Sell |
52,177
-13,874
| -21% | -$1.12M | 0.13% | 88 |
|
|
2023
Q2 | $5.9M | Buy |
66,051
+15,027
| +29% | +$1.34M | 0.17% | 85 |
|
|
2023
Q1 | $5.11M | Buy |
51,024
+7,061
| +16% | +$707K | 0.17% | 80 |
|
|
2022
Q4 | $3.82M | Sell |
43,963
-5,548
| -11% | -$482K | 0.13% | 97 |
|
|
2022
Q3 | $4.67M | Buy |
49,511
+3,652
| +8% | +$345K | 0.19% | 82 |
|
|
2022
Q2 | $4.33M | Sell |
45,859
-2,790
| -6% | -$263K | 0.18% | 76 |
|
|
2022
Q1 | $6.67M | Buy |
48,649
+4,041
| +9% | +$554K | 0.28% | 43 |
|
|
2021
Q4 | $6.91M | Buy |
44,608
+1,557
| +4% | +$241K | 0.29% | 41 |
|
|
2021
Q3 | $7.28M | Buy |
43,051
+1,204
| +3% | +$204K | 0.33% | 36 |
|
|
2021
Q2 | $7.36M | Sell |
41,847
-1,312
| -3% | -$231K | 0.34% | 35 |
|
|
2021
Q1 | $7.96M | Sell |
43,159
-4,724
| -10% | -$872K | 0.4% | 31 |
|
|
2020
Q4 | $8.68M | Buy |
47,883
+2,745
| +6% | +$497K | 0.43% | 29 |
|
|
2020
Q3 | $5.6M | Sell |
45,138
-455
| -1% | -$56.5K | 0.33% | 40 |
|
|
2020
Q2 | $5.08M | Buy |
45,593
+891
| +2% | +$99.4K | 0.33% | 41 |
|
|
2020
Q1 | $4.32M | Buy |
44,702
+1,631
| +4% | +$158K | 0.35% | 38 |
|
|
2019
Q4 | $6.23M | Buy |
43,071
+467
| +1% | +$67.5K | 0.45% | 27 |
|
|
2019
Q3 | $5.55M | Buy |
42,604
+413
| +1% | +$53.8K | 0.44% | 27 |
|
|
2019
Q2 | $5.89M | Buy |
42,191
+237
| +0.6% | +$33.1K | 0.48% | 25 |
|
|
2019
Q1 | $4.66M | Buy |
41,954
+3,198
| +8% | +$355K | 0.39% | 33 |
|
|
2018
Q4 | $4.25M | Buy |
38,756
+189
| +0.5% | +$20.7K | 0.43% | 30 |
|
|
2018
Q3 | $4.51M | Buy |
38,567
+721
| +2% | +$84.3K | 0.4% | 32 |
|
|
2018
Q2 | $3.97M | Buy |
37,846
+551
| +1% | +$57.8K | 0.39% | 34 |
|
|
2018
Q1 | $3.75M | Buy |
37,295
+1,235
| +3% | +$124K | 0.38% | 33 |
|
|
2017
Q4 | $3.88M | Buy |
36,060
+1,313
| +4% | +$141K | 0.39% | 32 |
|
|
2017
Q3 | $3.43M | Buy |
34,747
+896
| +3% | +$88.3K | 0.38% | 32 |
|
|
2017
Q2 | $3.6M | Buy |
33,851
+1,198
| +4% | +$127K | 0.41% | 32 |
|
|
2017
Q1 | $3.7M | Sell |
32,653
-274
| -0.8% | -$31.1K | 0.45% | 27 |
|
|
2016
Q4 | $3.43M | Buy |
32,927
+414
| +1% | +$43.2K | 0.45% | 33 |
|
|
2016
Q3 | $3.02M | Buy |
32,513
+1,078
| +3% | +$100K | 0.42% | 34 |
|
|
2016
Q2 | $3.08M | Sell |
31,435
-99
| -0.3% | -$9.68K | 0.46% | 34 |
|
|
2016
Q1 | $3.13M | Sell |
31,534
-634
| -2% | -$63K | 0.5% | 30 |
|
|
2015
Q4 | $3.38M | Sell |
32,168
-22
| -0.1% | -$2.31K | 0.51% | 27 |
|
|
2015
Q3 | $3.29M | Sell |
32,190
-2,117
| -6% | -$216K | 0.58% | 21 |
|
|
2015
Q2 | $3.92M | Sell |
34,307
-1,044
| -3% | -$119K | 0.59% | 23 |
|
|
2015
Q1 | $3.71M | Buy |
35,351
+1,045
| +3% | +$110K | 0.54% | 25 |
|
|
2014
Q4 | $3.23M | Buy |
34,306
+1,311
| +4% | +$123K | 0.53% | 30 |
|
|
2014
Q3 | $2.94M | Sell |
32,995
-275
| -0.8% | -$24.5K | 0.51% | 27 |
|
|
2014
Q2 | $2.85M | Sell |
33,270
-2,268
| -6% | -$194K | 0.49% | 30 |
|
|
2014
Q1 | $2.84M | Buy |
35,538
+1,552
| +5% | +$124K | 0.5% | 32 |
|
|
2013
Q4 | $2.6M | Sell |
33,986
-896
| -3% | -$68.5K | 0.48% | 35 |
|
|
2013
Q3 | $2.25M | Sell |
34,882
-1,168
| -3% | -$75.3K | 0.46% | 41 |
|
|
2013
Q2 | $2.28M | Buy |
+36,050
| New | +$2.28M | 1.8% | 16 |
|