IWA
IVC Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,356
| Closed | -$234K | – | 167 |
|
|
2024
Q2 | $234K | Sell |
2,356
-1,214
| -34% | -$121K | 0.13% | 147 |
|
|
2024
Q1 | $437K | Sell |
3,570
-355
| -9% | -$43.4K | 0.25% | 92 |
|
|
2023
Q4 | $354K | Sell |
3,925
-3,991
| -50% | -$360K | 0.22% | 98 |
|
|
2023
Q3 | $642K | Sell |
7,916
-496
| -6% | -$40.2K | 0.43% | 61 |
|
|
2023
Q2 | $751K | Sell |
8,412
-323
| -4% | -$28.8K | 0.48% | 59 |
|
|
2023
Q1 | $875K | Sell |
8,735
-78
| -0.9% | -$7.81K | 0.62% | 48 |
|
|
2022
Q4 | $766K | Sell |
8,813
-269
| -3% | -$23.4K | 0.56% | 52 |
|
|
2022
Q3 | $857K | Sell |
9,082
-314
| -3% | -$29.6K | 0.69% | 38 |
|
|
2022
Q2 | $887K | Sell |
9,396
-1,035
| -10% | -$97.7K | 0.69% | 41 |
|
|
2022
Q1 | $1.43M | Buy |
10,431
+313
| +3% | +$42.9K | 0.94% | 22 |
|
|
2021
Q4 | $1.57M | Sell |
10,118
-267
| -3% | -$41.4K | 1.01% | 20 |
|
|
2021
Q3 | $1.76M | Buy |
10,385
+316
| +3% | +$53.5K | 1.21% | 15 |
|
|
2021
Q2 | $1.77M | Sell |
10,069
-226
| -2% | -$39.7K | 1.24% | 15 |
|
|
2021
Q1 | $1.9M | Sell |
10,295
-156
| -1% | -$28.8K | 1.5% | 12 |
|
|
2020
Q4 | $1.89M | Buy |
+10,451
| New | +$1.89M | 1.81% | 8 |
|