IFWM
Institute for Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
46,652
-770
| -2% | -$95.5K | 0.65% | 27 |
|
|
2025
Q1 | $4.68M | Buy |
47,422
+213
| +0.5% | +$21K | 0.6% | 33 |
|
|
2024
Q4 | $5.26M | Buy |
47,209
+3
| +0% | +$334 | 0.66% | 25 |
|
|
2024
Q3 | $4.54M | Buy |
47,206
+471
| +1% | +$45.3K | 0.57% | 31 |
|
|
2024
Q2 | $4.64M | Buy |
46,735
+296
| +0.6% | +$29.4K | 0.62% | 29 |
|
|
2024
Q1 | $5.68M | Buy |
46,439
+20
| +0% | +$2.45K | 0.73% | 17 |
|
|
2023
Q4 | $4.19M | Buy |
46,419
+3,771
| +9% | +$340K | 0.68% | 26 |
|
|
2023
Q3 | $3.46M | Sell |
42,648
-1,093
| -2% | -$88.6K | 0.62% | 29 |
|
|
2023
Q2 | $3.91M | Sell |
43,741
-1,327
| -3% | -$118K | 0.66% | 23 |
|
|
2023
Q1 | $4.51M | Buy |
45,068
+2,196
| +5% | +$220K | 0.86% | 13 |
|
|
2022
Q4 | $3.72M | Buy |
42,872
+7,533
| +21% | +$654K | 0.78% | 17 |
|
|
2022
Q3 | $3.33M | Buy |
35,339
+269
| +0.8% | +$25.4K | 0.75% | 20 |
|
|
2022
Q2 | $3.31M | Buy |
35,070
+1,844
| +6% | +$174K | 0.65% | 28 |
|
|
2022
Q1 | $4.56M | Buy |
33,226
+1,035
| +3% | +$142K | 0.74% | 18 |
|
|
2021
Q4 | $4.99M | Buy |
32,191
+530
| +2% | +$82.1K | 0.81% | 20 |
|
|
2021
Q3 | $5.36M | Buy |
31,661
+1,579
| +5% | +$267K | 0.94% | 14 |
|
|
2021
Q2 | $5.29M | Buy |
30,082
+178
| +0.6% | +$31.3K | 0.93% | 15 |
|
|
2021
Q1 | $5.52M | Sell |
29,904
-512
| -2% | -$94.5K | 1.05% | 12 |
|
|
2020
Q4 | $5.51M | Sell |
30,416
-432
| -1% | -$78.3K | 1.1% | 13 |
|
|
2020
Q3 | $3.83M | Sell |
30,848
-793
| -3% | -$98.4K | 0.87% | 20 |
|
|
2020
Q2 | $3.53M | Buy |
31,641
+2,858
| +10% | +$319K | 0.86% | 20 |
|
|
2020
Q1 | $2.78M | Buy |
28,783
+4,266
| +17% | +$412K | 0.86% | 20 |
|
|
2019
Q4 | $3.55M | Sell |
24,517
-67
| -0.3% | -$9.69K | 0.8% | 22 |
|
|
2019
Q3 | $3.2M | Sell |
24,584
-3,964
| -14% | -$517K | 0.81% | 21 |
|
|
2019
Q2 | $3.99M | Buy |
28,548
+1,721
| +6% | +$240K | 0.88% | 15 |
|
|
2019
Q1 | $2.98M | Buy |
+26,827
| New | +$2.98M | 0.65% | 29 |
|
|
2018
Q4 | – | Sell |
-19,273
| Closed | -$2.23M | – | 279 |
|
|
2018
Q3 | $2.23M | Sell |
19,273
-889
| -4% | -$103K | 0.75% | 30 |
|
|
2018
Q2 | $2.1M | Buy |
20,162
+995
| +5% | +$104K | 0.67% | 39 |
|
|
2018
Q1 | $1.93M | Buy |
19,167
+929
| +5% | +$93.6K | 0.57% | 47 |
|
|
2017
Q4 | $1.96M | Sell |
18,238
-2,097
| -10% | -$225K | 0.45% | 56 |
|
|
2017
Q3 | $2M | Buy |
20,335
+1,419
| +8% | +$140K | 0.65% | 39 |
|
|
2017
Q2 | $2.02M | Buy |
+18,916
| New | +$2.02M | 0.55% | 33 |
|