PIA
Perennial Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
17,990
-83
| -0.5% | -$10.3K | 0.22% | 92 |
|
|
2025
Q1 | $1.78M | Buy |
18,073
+2,208
| +14% | +$218K | 0.2% | 92 |
|
|
2024
Q4 | $1.77M | Sell |
15,865
-359
| -2% | -$40K | 0.21% | 89 |
|
|
2024
Q3 | $1.56M | Sell |
16,224
-586
| -3% | -$56.4K | 0.2% | 88 |
|
|
2024
Q2 | $1.67M | Buy |
16,810
+468
| +3% | +$46.5K | 0.24% | 76 |
|
|
2024
Q1 | $2M | Sell |
16,342
-1,018
| -6% | -$125K | 0.3% | 64 |
|
|
2023
Q4 | $1.57M | Sell |
17,360
-478
| -3% | -$43.2K | 0.26% | 72 |
|
|
2023
Q3 | $1.45M | Buy |
17,838
+678
| +4% | +$54.9K | 0.26% | 79 |
|
|
2023
Q2 | $1.53M | Sell |
17,160
-148
| -0.9% | -$13.2K | 0.27% | 76 |
|
|
2023
Q1 | $1.73M | Buy |
17,308
+2,543
| +17% | +$255K | 0.32% | 71 |
|
|
2022
Q4 | $1.28M | Buy |
14,765
+1,320
| +10% | +$115K | 0.52% | 40 |
|
|
2022
Q3 | $1.27M | Buy |
13,445
+1,011
| +8% | +$95.3K | 0.58% | 37 |
|
|
2022
Q2 | $1.17M | Buy |
12,434
+864
| +7% | +$81.2K | 0.46% | 47 |
|
|
2022
Q1 | $1.58M | Buy |
11,570
+407
| +4% | +$55.6K | 0.5% | 38 |
|
|
2021
Q4 | $1.73M | Sell |
11,163
-185
| -2% | -$28.6K | 0.54% | 35 |
|
|
2021
Q3 | $1.92M | Sell |
11,348
-955
| -8% | -$162K | 0.68% | 27 |
|
|
2021
Q2 | $2.16M | Buy |
12,303
+702
| +6% | +$123K | 0.79% | 25 |
|
|
2021
Q1 | $2.14M | Buy |
11,601
+1,437
| +14% | +$265K | 0.85% | 23 |
|
|
2020
Q4 | $1.84M | Buy |
10,164
+477
| +5% | +$86.4K | 0.79% | 27 |
|
|
2020
Q3 | $1.2M | Buy |
9,687
+2,995
| +45% | +$370K | 0.6% | 34 |
|
|
2020
Q2 | $746K | Sell |
6,692
-1,279
| -16% | -$143K | 0.5% | 44 |
|
|
2020
Q1 | $772K | Buy |
7,971
+763
| +11% | +$73.9K | 0.69% | 32 |
|
|
2019
Q4 | $1.04M | Buy |
+7,208
| New | +$1.04M | 0.82% | 32 |
|