IIA
IPG Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
10,584
-948
| -8% | -$118K | 0.26% | 73 |
|
|
2025
Q1 | $1.14M | Sell |
11,532
-14,569
| -56% | -$1.44M | 0.26% | 75 |
|
|
2024
Q4 | $2.92M | Sell |
26,101
-6,590
| -20% | -$737K | 0.66% | 32 |
|
|
2024
Q3 | $3.14M | Buy |
32,691
+1,403
| +4% | +$135K | 0.69% | 35 |
|
|
2024
Q2 | $3.11M | Sell |
31,288
-20,410
| -39% | -$2.03M | 0.68% | 41 |
|
|
2024
Q1 | $6.33M | Sell |
51,698
-15,292
| -23% | -$1.87M | 1.38% | 21 |
|
|
2023
Q4 | $6.07M | Buy |
66,990
+6,775
| +11% | +$614K | 1.21% | 22 |
|
|
2023
Q3 | $4.88M | Buy |
60,215
+29,407
| +95% | +$2.38M | 1.08% | 28 |
|
|
2023
Q2 | $2.75M | Sell |
30,808
-19,976
| -39% | -$1.78M | 0.6% | 31 |
|
|
2023
Q1 | $5.09M | Buy |
50,784
+8,030
| +19% | +$804K | 1.16% | 24 |
|
|
2022
Q4 | $3.71M | Buy |
42,754
+13,762
| +47% | +$1.2M | 1.04% | 23 |
|
|
2022
Q3 | $2.73M | Sell |
28,992
-8,058
| -22% | -$760K | 0.77% | 28 |
|
|
2022
Q2 | $3.5M | Buy |
37,050
+5,321
| +17% | +$502K | 0.88% | 26 |
|
|
2022
Q1 | $4.35M | Sell |
31,729
-1,525
| -5% | -$209K | 0.83% | 25 |
|
|
2021
Q4 | $5.15M | Buy |
+33,254
| New | +$5.15M | 0.93% | 22 |
|
|
2021
Q2 | – | Sell |
-28,080
| Closed | -$5.18M | – | 161 |
|
|
2021
Q1 | $5.18M | Buy |
28,080
+5,590
| +25% | +$1.03M | 1.01% | 28 |
|
|
2020
Q4 | $4.07M | Buy |
22,490
+3,705
| +20% | +$671K | 0.95% | 31 |
|
|
2020
Q3 | $2.33M | Sell |
18,785
-491
| -3% | -$60.9K | 0.67% | 34 |
|
|
2020
Q2 | $2.15M | Sell |
19,276
-6,357
| -25% | -$709K | 0.73% | 32 |
|
|
2020
Q1 | $2.48M | Buy |
25,633
+8,656
| +51% | +$836K | 1.04% | 27 |
|
|
2019
Q4 | $2.46M | Buy |
16,977
+8,297
| +96% | +$1.2M | 0.78% | 33 |
|
|
2019
Q3 | $1.13M | Buy |
8,680
+266
| +3% | +$34.7K | 0.39% | 44 |
|
|
2019
Q2 | $1.17M | Sell |
8,414
-2,612
| -24% | -$365K | 0.43% | 45 |
|
|
2019
Q1 | $1.22M | Sell |
11,026
-320
| -3% | -$35.5K | 0.42% | 41 |
|
|
2018
Q4 | $1.24M | Buy |
11,346
+329
| +3% | +$36.1K | 0.48% | 37 |
|
|
2018
Q3 | $1.29M | Sell |
11,017
-62
| -0.6% | -$7.25K | 0.42% | 37 |
|
|
2018
Q2 | $1.16M | Buy |
11,079
+2,356
| +27% | +$247K | 0.41% | 40 |
|
|
2018
Q1 | $876K | Sell |
8,723
-60,400
| -87% | -$6.07M | 0.29% | 49 |
|
|
2017
Q4 | $7.43M | Buy |
69,123
+1,814
| +3% | +$195K | 3.09% | 8 |
|
|
2017
Q3 | $6.63M | Buy |
67,309
+58,940
| +704% | +$5.81M | 2.28% | 13 |
|
|
2017
Q2 | $889K | Sell |
8,369
-1,535
| -15% | -$163K | 0.36% | 45 |
|
|
2017
Q1 | $1.12M | Sell |
9,904
-1,604
| -14% | -$182K | 0.51% | 36 |
|
|
2016
Q4 | $1.2M | Sell |
11,508
-12,145
| -51% | -$1.27M | 0.49% | 45 |
|
|
2016
Q3 | $2.2M | Sell |
23,653
-4,074
| -15% | -$378K | 0.92% | 23 |
|
|
2016
Q2 | $2.71M | Buy |
27,727
+280
| +1% | +$27.4K | 1.12% | 23 |
|
|
2016
Q1 | $2.73M | Sell |
27,447
-31,288
| -53% | -$3.11M | 1.23% | 20 |
|
|
2015
Q4 | $6.17M | Buy |
58,735
+750
| +1% | +$78.8K | 2.85% | 9 |
|
|
2015
Q3 | $5.93M | Buy |
57,985
+41,930
| +261% | +$4.29M | 2.76% | 10 |
|
|
2015
Q2 | $1.83M | Buy |
16,055
+12,300
| +328% | +$1.4M | 0.67% | 35 |
|
|
2015
Q1 | $394K | Sell |
3,755
-2,600
| -41% | -$273K | 0.15% | 80 |
|
|
2014
Q4 | $599K | Buy |
6,355
+385
| +6% | +$36.3K | 0.23% | 59 |
|
|
2014
Q3 | $532K | Hold |
5,970
| – | – | 0.19% | 60 |
|
|
2014
Q2 | $512K | Hold |
5,970
| – | – | 0.22% | 52 |
|
|
2014
Q1 | $483K | Buy |
+5,970
| New | +$483K | 0.23% | 46 |
|