NEWAS
N.E.W. Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,765
-120
| -6% | -$14.9K | 0.02% | 175 |
|
|
2025
Q1 | $186K | Buy |
1,885
+10
| +0.5% | +$987 | 0.01% | 214 |
|
|
2024
Q4 | $209K | Buy |
+1,875
| New | +$209K | 0.02% | 179 |
|
|
2024
Q2 | – | Sell |
-1,793
| Closed | -$219K | – | 184 |
|
|
2024
Q1 | $219K | Buy |
+1,793
| New | +$219K | 0.02% | 160 |
|
|
2023
Q2 | – | Sell |
-2,022
| Closed | -$202K | – | 135 |
|
|
2023
Q1 | $202K | Buy |
+2,022
| New | +$202K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-3,889
| Closed | -$718K | – | 133 |
|
|
2022
Q1 | $718K | Buy |
3,889
+558
| +17% | +$103K | 0.14% | 67 |
|
|
2021
Q4 | $516K | Buy |
3,331
+280
| +9% | +$43.4K | 0.08% | 83 |
|
|
2021
Q3 | $516K | Sell |
3,051
-893
| -23% | -$151K | 0.08% | 81 |
|
|
2021
Q2 | $698K | Buy |
3,944
+72
| +2% | +$12.7K | 0.12% | 72 |
|
|
2021
Q1 | $731K | Buy |
3,872
+344
| +10% | +$64.9K | 0.14% | 68 |
|
|
2020
Q4 | $643K | Buy |
3,528
+18
| +0.5% | +$3.28K | 0.14% | 75 |
|
|
2020
Q3 | $434K | Buy |
3,510
+159
| +5% | +$19.7K | 0.12% | 66 |
|
|
2020
Q2 | $374K | Buy |
+3,351
| New | +$374K | 0.12% | 68 |
|