IAA
Independent Advisor Alliance’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Sell |
58,703
-1,790
| -3% | -$222K | 0.21% | 84 |
|
|
2025
Q1 | $5.97M | Buy |
60,493
+3,605
| +6% | +$356K | 0.2% | 86 |
|
|
2024
Q4 | $6.33M | Sell |
56,888
-886
| -2% | -$98.7K | 0.08% | 228 |
|
|
2024
Q3 | $5.56M | Sell |
57,774
-719
| -1% | -$69.2K | 0.2% | 89 |
|
|
2024
Q2 | $5.81M | Buy |
58,493
+2,827
| +5% | +$281K | 0.2% | 91 |
|
|
2024
Q1 | $6.81M | Sell |
55,666
-1,863
| -3% | -$228K | 0.25% | 77 |
|
|
2023
Q4 | $5.19M | Sell |
57,529
-572
| -1% | -$51.6K | 0.19% | 96 |
|
|
2023
Q3 | $4.71M | Buy |
58,101
+1,259
| +2% | +$102K | 0.21% | 85 |
|
|
2023
Q2 | $5.07M | Sell |
56,842
-3,168
| -5% | -$283K | 0.22% | 86 |
|
|
2023
Q1 | $6.01M | Sell |
60,010
-2,034
| -3% | -$204K | 0.29% | 72 |
|
|
2022
Q4 | $303K | Sell |
62,044
-1,745
| -3% | -$8.53K | 0.1% | 113 |
|
|
2022
Q3 | $6.02M | Sell |
63,789
-17,193
| -21% | -$1.62M | 0.35% | 68 |
|
|
2022
Q2 | $7.65M | Sell |
80,982
-25,958
| -24% | -$2.45M | 0.43% | 59 |
|
|
2022
Q1 | $14.7M | Sell |
106,940
-5,829
| -5% | -$800K | 0.71% | 33 |
|
|
2021
Q4 | $17.5M | Buy |
112,769
+5,605
| +5% | +$868K | 0.86% | 19 |
|
|
2021
Q3 | $18.1M | Sell |
107,164
-5,070
| -5% | -$858K | 1.01% | 17 |
|
|
2021
Q2 | $19.7M | Buy |
112,234
+13,945
| +14% | +$2.45M | 1.08% | 14 |
|
|
2021
Q1 | $18.1M | Buy |
98,289
+60
| +0.1% | +$11.1K | 1.08% | 13 |
|
|
2020
Q4 | $17.8M | Buy |
98,229
+2,571
| +3% | +$466K | 1.21% | 13 |
|
|
2020
Q3 | $11.9M | Buy |
95,658
+421
| +0.4% | +$52.2K | 0.9% | 24 |
|
|
2020
Q2 | $10.6M | Sell |
95,237
-6,298
| -6% | -$704K | 1.14% | 16 |
|
|
2020
Q1 | $9.81M | Buy |
101,535
+6,902
| +7% | +$667K | 1.43% | 13 |
|
|
2019
Q4 | $13.7M | Buy |
94,633
+6,444
| +7% | +$932K | 0.6% | 29 |
|
|
2019
Q3 | $11.5M | Buy |
88,189
+6,092
| +7% | +$795K | 1.41% | 14 |
|
|
2019
Q2 | $10.7M | Buy |
82,097
+18,683
| +29% | +$2.43M | 1.55% | 11 |
|
|
2019
Q1 | $7.04M | Buy |
63,414
+2,166
| +4% | +$240K | 0.99% | 23 |
|
|
2018
Q4 | $6.72M | Buy |
61,248
+3,939
| +7% | +$432K | 1.19% | 19 |
|
|
2018
Q3 | $6.2M | Buy |
57,309
+5,882
| +11% | +$636K | 1.12% | 16 |
|
|
2018
Q2 | $5.02M | Buy |
51,427
+4,013
| +8% | +$391K | 1.04% | 18 |
|
|
2018
Q1 | $4.68M | Buy |
47,414
+47,393
| +225,681% | +$4.68M | 1.04% | 17 |
|
|
2017
Q4 | $0 | Sell |
21
-41,857
| -100% | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $4.17M | Buy |
41,878
+1,219
| +3% | +$121K | 1.15% | 24 |
|
|
2017
Q2 | $4.21M | Buy |
40,659
+12,008
| +42% | +$1.24M | 1.34% | 14 |
|
|
2017
Q1 | $3.24M | Buy |
28,651
+1,109
| +4% | +$125K | 0.51% | 57 |
|
|
2016
Q4 | $2.97M | Buy |
+27,542
| New | +$2.97M | 1.27% | 20 |
|