Icon Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
21,583
+3,096
| +17% | +$384K | 0.19% | 88 |
|
|
2025
Q1 | $1.82M | Sell |
18,487
-515
| -3% | -$50.8K | 0.15% | 110 |
|
|
2024
Q4 | $2.12M | Buy |
19,002
+56
| +0.3% | +$6.24K | 0.17% | 96 |
|
|
2024
Q3 | $1.82M | Buy |
18,946
+721
| +4% | +$69.4K | 0.15% | 97 |
|
|
2024
Q2 | $1.71M | Buy |
18,225
+2,315
| +15% | +$217K | 0.15% | 101 |
|
|
2024
Q1 | $1.95M | Buy |
15,910
+8,968
| +129% | +$1.1M | 0.18% | 99 |
|
|
2023
Q4 | $627K | Buy |
+6,942
| New | +$627K | 0.07% | 164 |
|
|
2022
Q4 | $1.01M | Buy |
11,678
+2
| +0% | +$174 | 0.12% | 131 |
|
|
2022
Q3 | $1.1M | Buy |
+11,676
| New | +$1.1M | 0.13% | 123 |
|