Physician 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 | $323K | Buy |
2,606
+87
| +3% | +$10.8K | 0.05% | 134 |
|
|
2025
Q1 | $249K | Buy |
2,519
+38
| +2% | +$3.75K | 0.04% | 152 |
|
|
2024
Q4 | $276K | Sell |
2,481
-126
| -5% | -$14K | 0.05% | 146 |
|
|
2024
Q3 | $246K | Sell |
2,607
-303
| -10% | -$28.5K | 0.04% | 159 |
|
|
2024
Q2 | $287K | Sell |
2,910
-150
| -5% | -$14.8K | 0.05% | 129 |
|
|
2024
Q1 | $348K | Sell |
3,060
-392
| -11% | -$44.6K | 0.07% | 113 |
|
|
2023
Q4 | $328K | Sell |
3,452
-199
| -5% | -$18.9K | 0.07% | 113 |
|
|
2023
Q3 | $309K | Sell |
3,651
-544
| -13% | -$46.1K | 0.08% | 105 |
|
|
2023
Q2 | $380K | Buy |
4,195
+12
| +0.3% | +$1.09K | 0.09% | 93 |
|
|
2023
Q1 | $413K | Buy |
4,183
+34
| +0.8% | +$3.36K | 0.11% | 86 |
|
|
2022
Q4 | $440K | Buy |
4,149
+195
| +5% | +$20.7K | 0.12% | 84 |
|
|
2022
Q3 | $399K | Buy |
3,954
+188
| +5% | +$19K | 0.12% | 86 |
|
|
2022
Q2 | $400K | Buy |
3,766
+359
| +11% | +$38.1K | 0.12% | 95 |
|
|
2022
Q1 | $396K | Buy |
3,407
+385
| +13% | +$44.7K | 0.11% | 97 |
|
|
2021
Q4 | $477K | Sell |
3,022
-21
| -0.7% | -$3.32K | 0.13% | 90 |
|
|
2021
Q3 | $537K | Sell |
3,043
-9
| -0.3% | -$1.59K | 0.15% | 83 |
|
|
2021
Q2 | $534K | Buy |
3,052
+444
| +17% | +$77.7K | 0.15% | 81 |
|
|
2021
Q1 | $492K | Hold |
2,608
| – | – | 0.16% | 81 |
|
|
2020
Q4 | $477K | Buy |
2,608
+11
| +0.4% | +$2.01K | 0.16% | 81 |
|
|
2020
Q3 | $312K | Sell |
2,597
-116
| -4% | -$13.9K | 0.13% | 94 |
|
|
2020
Q2 | $349K | Sell |
2,713
-508
| -16% | -$65.3K | 0.14% | 88 |
|
|
2020
Q1 | $325K | Buy |
3,221
+1,242
| +63% | +$125K | 0.16% | 77 |
|
|
2019
Q4 | $285K | Hold |
1,979
| – | – | 0.13% | 91 |
|
|
2019
Q3 | $296K | Buy |
+1,979
| New | +$296K | 0.14% | 88 |
|