Parkside Advisors’s Walt Disney DIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$464K	Hold	3,738	–	–	0.1%	58
2025 Q1	$369K	Hold	3,738	–	–	0.09%	60
2024 Q4	$418K	Sell	3,738 -147	-4%	-$16.4K	0.1%	59
2024 Q3	$374K	Sell	3,885 -173	-4%	-$16.6K	0.09%	62
2024 Q2	$403K	Buy	4,058 +124	+3%	+$12.3K	0.1%	60
2024 Q1	$481K	Buy	3,934 +76	+2%	+$9.3K	0.12%	54
2023 Q4	$350K	Sell	3,858 -11	-0.3%	-$997	0.1%	61
2023 Q3	$314K	Hold	3,869	–	–	0.1%	61
2023 Q2	$345K	Hold	3,869	–	–	0.11%	53
2023 Q1	$388K	Sell	3,869 -192	-5%	-$19.2K	0.13%	46
2022 Q4	$353K	Buy	4,061 +476	+13%	+$41.4K	0.12%	53
2022 Q3	$338K	Sell	3,585 -160	-4%	-$15.1K	0.13%	38
2022 Q2	$354K	Sell	3,745 -319	-8%	-$30.2K	0.13%	41
2022 Q1	$557K	Sell	4,064 -200	-5%	-$27.4K	0.18%	34
2021 Q4	$660K	Buy	4,264 +1,635	+62%	+$253K	0.2%	34
2021 Q3	$445K	Hold	2,629	–	–	0.14%	40
2021 Q2	$462K	Hold	2,629	–	–	0.15%	41
2021 Q1	$485K	Buy	2,629 +50	+2%	+$9.22K	0.17%	42
2020 Q4	$467K	Buy	2,579 +933	+57%	+$169K	0.18%	42
2020 Q3	$204K	Buy	+1,646	New	+$204K	0.09%	61
2020 Q1	–	Sell	-1,646	Closed	-$240K	–	62
2019 Q4	$240K	Hold	1,646	–	–	0.11%	58
2019 Q3	$215K	Hold	1,646	–	–	0.11%	59
2019 Q2	$230K	Buy	+1,646	New	+$230K	0.13%	56
2017 Q4	–	Sell	-2,371	Closed	-$234K	–	38
2017 Q3	$234K	Buy	2,371 +37	+2%	+$3.65K	0.17%	36
2017 Q2	$248K	Buy	2,334 +4	+0.2%	+$425	0.18%	34
2017 Q1	$264K	Buy	+2,330	New	+$264K	0.19%	33