IWA
IBEX Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,741
| Closed | -$639K | – | 143 |
|
|
2024
Q4 | $639K | Buy |
+5,741
| New | +$639K | 0.08% | 138 |
|
|
2024
Q3 | – | Sell |
-5,741
| Closed | -$570K | – | 125 |
|
|
2024
Q2 | $570K | Buy |
+5,741
| New | +$570K | 0.09% | 88 |
|
|
2022
Q2 | – | Sell |
-2,337
| Closed | -$321K | – | 161 |
|
|
2022
Q1 | $321K | Buy |
+2,337
| New | +$321K | 0.06% | 136 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$15K | – | 246 |
|
|
2021
Q3 | $15K | Buy |
+86
| New | +$15K | ﹤0.01% | 337 |
|
|
2020
Q1 | – | Sell |
-24,628
| Closed | -$3.56M | – | 99 |
|
|
2019
Q4 | $3.56M | Buy |
24,628
+1,126
| +5% | +$163K | 1.09% | 34 |
|
|
2019
Q3 | $3.06M | Buy |
23,502
+12,394
| +112% | +$1.62M | 1.02% | 37 |
|
|
2019
Q2 | $1.55M | Buy |
+11,108
| New | +$1.55M | 0.45% | 93 |
|
|
2017
Q1 | – | Sell |
-521
| Closed | -$56K | – | 146 |
|
|
2016
Q4 | $56K | Buy |
+521
| New | +$56K | 0.03% | 170 |
|