IWA
Inspirion Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
4,427
+750
| +20% | +$93K | 0.07% | 96 |
|
|
2025
Q1 | $363K | Sell |
3,677
-3
| -0.1% | -$296 | 0.05% | 112 |
|
|
2024
Q4 | $410K | Buy |
3,680
+25
| +0.7% | +$2.79K | 0.06% | 106 |
|
|
2024
Q3 | $352K | Sell |
3,655
-164
| -4% | -$15.8K | 0.05% | 110 |
|
|
2024
Q2 | $379K | Buy |
3,819
+7
| +0.2% | +$695 | 0.06% | 102 |
|
|
2024
Q1 | $466K | Sell |
3,812
-6
| -0.2% | -$734 | 0.08% | 93 |
|
|
2023
Q4 | $346K | Sell |
3,818
-1,474
| -28% | -$134K | 0.06% | 103 |
|
|
2023
Q3 | $429K | Buy |
5,292
+44
| +0.8% | +$3.57K | 0.08% | 91 |
|
|
2023
Q2 | $469K | Sell |
5,248
-56
| -1% | -$5K | 0.09% | 87 |
|
|
2023
Q1 | $531K | Sell |
5,304
-40
| -0.7% | -$4.01K | 0.11% | 78 |
|
|
2022
Q4 | $464K | Sell |
5,344
-31
| -0.6% | -$2.69K | 0.1% | 83 |
|
|
2022
Q3 | $507K | Hold |
5,375
| – | – | 0.11% | 76 |
|
|
2022
Q2 | $507K | Buy |
5,375
+1,256
| +30% | +$118K | 0.11% | 75 |
|
|
2022
Q1 | $565K | Buy |
4,119
+1,195
| +41% | +$164K | 0.12% | 62 |
|
|
2021
Q4 | $453K | Buy |
2,924
+29
| +1% | +$4.49K | 0.1% | 68 |
|
|
2021
Q3 | $490K | Buy |
2,895
+103
| +4% | +$17.4K | 0.11% | 58 |
|
|
2021
Q2 | $491K | Sell |
2,792
-85
| -3% | -$14.9K | 0.12% | 56 |
|
|
2021
Q1 | $531K | Buy |
2,877
+329
| +13% | +$60.7K | 0.14% | 54 |
|
|
2020
Q4 | $462K | Sell |
2,548
-31
| -1% | -$5.62K | 0.13% | 52 |
|
|
2020
Q3 | $320K | Buy |
2,579
+20
| +0.8% | +$2.48K | 0.11% | 59 |
|
|
2020
Q2 | $285K | Hold |
2,559
| – | – | 0.11% | 60 |
|
|
2020
Q1 | $247K | Sell |
2,559
-85
| -3% | -$8.2K | 0.12% | 57 |
|
|
2019
Q4 | $382K | Buy |
2,644
+78
| +3% | +$11.3K | 0.13% | 53 |
|
|
2019
Q3 | $334K | Buy |
2,566
+813
| +46% | +$106K | 0.15% | 53 |
|
|
2019
Q2 | $245K | Sell |
1,753
-214
| -11% | -$29.9K | 0.11% | 66 |
|
|
2019
Q1 | $218K | Sell |
1,967
-20
| -1% | -$2.22K | 0.1% | 69 |
|
|
2018
Q4 | $218K | Buy |
1,987
+100
| +5% | +$11K | 0.11% | 65 |
|
|
2018
Q3 | $221K | Buy |
+1,887
| New | +$221K | 0.09% | 69 |
|