Meridian Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
+5,562
| New | +$690K | 0.11% | 100 |
|
|
2023
Q2 | – | Sell |
-2,832
| Closed | -$284K | – | 185 |
|
|
2023
Q1 | $284K | Sell |
2,832
-668
| -19% | -$66.9K | 0.07% | 154 |
|
|
2022
Q4 | $304K | Sell |
3,500
-1,060
| -23% | -$92.1K | 0.08% | 153 |
|
|
2022
Q3 | $430K | Buy |
4,560
+213
| +5% | +$20.1K | 0.12% | 123 |
|
|
2022
Q2 | $410K | Sell |
4,347
-2,831
| -39% | -$267K | 0.11% | 133 |
|
|
2022
Q1 | $985K | Buy |
7,178
+915
| +15% | +$126K | 0.23% | 87 |
|
|
2021
Q4 | $970K | Sell |
6,263
-470
| -7% | -$72.8K | 0.24% | 85 |
|
|
2021
Q3 | $1.14M | Buy |
6,733
+98
| +1% | +$16.6K | 0.32% | 72 |
|
|
2021
Q2 | $1.17M | Buy |
6,635
+1,385
| +26% | +$243K | 0.33% | 71 |
|
|
2021
Q1 | $969K | Buy |
5,250
+315
| +6% | +$58.1K | 0.32% | 71 |
|
|
2020
Q4 | $894K | Buy |
4,935
+35
| +0.7% | +$6.34K | 0.33% | 68 |
|
|
2020
Q3 | $608K | Sell |
4,900
-101
| -2% | -$12.5K | 0.26% | 83 |
|
|
2020
Q2 | $558K | Buy |
+5,001
| New | +$558K | 0.26% | 82 |
|
|
2020
Q1 | – | Sell |
-8,244
| Closed | -$1.19M | – | 149 |
|
|
2019
Q4 | $1.19M | Buy |
8,244
+224
| +3% | +$32.4K | 0.47% | 40 |
|
|
2019
Q3 | $1.05M | Buy |
8,020
+5,701
| +246% | +$743K | 0.45% | 43 |
|
|
2019
Q2 | $348K | Buy |
2,319
+17
| +0.7% | +$2.55K | 0.24% | 88 |
|
|
2019
Q1 | $256K | Sell |
2,302
-30
| -1% | -$3.34K | 0.19% | 103 |
|
|
2018
Q4 | $256K | Buy |
+2,332
| New | +$256K | 0.2% | 103 |
|