IWC
Integrated Wealth Concepts’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Sell |
65,391
-2,809
| -4% | -$348K | 0.08% | 234 |
|
|
2025
Q1 | $6.73M | Buy |
68,200
+910
| +1% | +$89.8K | 0.08% | 251 |
|
|
2024
Q4 | $7.49M | Sell |
67,290
-12,968
| -16% | -$1.44M | 0.09% | 220 |
|
|
2024
Q3 | $7.72M | Sell |
80,258
-3,283
| -4% | -$316K | 0.09% | 208 |
|
|
2024
Q2 | $8.29M | Buy |
83,541
+5,482
| +7% | +$544K | 0.11% | 182 |
|
|
2024
Q1 | $9.55M | Buy |
78,059
+1,998
| +3% | +$244K | 0.14% | 164 |
|
|
2023
Q4 | $6.87M | Sell |
76,061
-5,186
| -6% | -$468K | 0.11% | 195 |
|
|
2023
Q3 | $6.59M | Buy |
81,247
+2,370
| +3% | +$192K | 0.12% | 192 |
|
|
2023
Q2 | $7.04M | Buy |
78,877
+5,676
| +8% | +$507K | 0.12% | 185 |
|
|
2023
Q1 | $7.33M | Buy |
73,201
+24,428
| +50% | +$2.45M | 0.15% | 149 |
|
|
2022
Q4 | $4.24M | Sell |
48,773
-16,221
| -25% | -$1.41M | 0.12% | 178 |
|
|
2022
Q3 | $6.13M | Buy |
64,994
+933
| +1% | +$88K | 0.2% | 108 |
|
|
2022
Q2 | $6.05M | Sell |
64,061
-3,967
| -6% | -$374K | 0.19% | 116 |
|
|
2022
Q1 | $9.33M | Buy |
68,028
+4,661
| +7% | +$639K | 0.29% | 79 |
|
|
2021
Q4 | $9.82M | Buy |
63,367
+1,214
| +2% | +$188K | 0.29% | 73 |
|
|
2021
Q3 | $10.5M | Buy |
62,153
+5,961
| +11% | +$1.01M | 0.34% | 65 |
|
|
2021
Q2 | $9.88M | Buy |
56,192
+3,438
| +7% | +$604K | 0.35% | 63 |
|
|
2021
Q1 | $9.73M | Buy |
52,754
+6,897
| +15% | +$1.27M | 0.4% | 54 |
|
|
2020
Q4 | $8.31M | Buy |
45,857
+4,663
| +11% | +$845K | 0.39% | 60 |
|
|
2020
Q3 | $5.11M | Buy |
41,194
+171
| +0.4% | +$21.2K | 0.32% | 69 |
|
|
2020
Q2 | $4.57M | Buy |
41,023
+13,050
| +47% | +$1.46M | 0.33% | 61 |
|
|
2020
Q1 | $2.7M | Buy |
27,973
+8,693
| +45% | +$840K | 0.25% | 75 |
|
|
2019
Q4 | $2.79M | Buy |
19,280
+2,920
| +18% | +$422K | 0.24% | 78 |
|
|
2019
Q3 | $2.13M | Buy |
16,360
+3,581
| +28% | +$467K | 0.24% | 76 |
|
|
2019
Q2 | $1.61M | Buy |
12,779
+3,366
| +36% | +$423K | 0.21% | 85 |
|
|
2019
Q1 | $1.05M | Buy |
9,413
+1,489
| +19% | +$165K | 0.18% | 101 |
|
|
2018
Q4 | $869K | Buy |
7,924
+1,707
| +27% | +$187K | 0.24% | 89 |
|
|
2018
Q3 | $723K | Buy |
6,217
+428
| +7% | +$49.8K | 0.22% | 90 |
|
|
2018
Q2 | $610K | Buy |
5,789
+1,088
| +23% | +$115K | 0.21% | 95 |
|
|
2018
Q1 | $464K | Buy |
4,701
+127
| +3% | +$12.5K | 0.19% | 102 |
|
|
2017
Q4 | $503K | Buy |
+4,574
| New | +$503K | 0.22% | 91 |
|