PAS
Professional Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
4,000
-12
| -0.3% | -$1.49K | 0.07% | 57 |
|
|
2025
Q1 | $396K | Buy |
4,012
+12
| +0.3% | +$1.18K | 0.06% | 62 |
|
|
2024
Q4 | $443K | Hold |
4,000
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $385K | Hold |
4,000
| – | – | 0.05% | 61 |
|
|
2024
Q2 | $397K | Hold |
4,000
| – | – | 0.05% | 56 |
|
|
2024
Q1 | $489K | Hold |
4,000
| – | – | 0.07% | 53 |
|
|
2023
Q4 | $361K | Sell |
4,000
-5
| -0.1% | -$451 | 0.05% | 57 |
|
|
2023
Q3 | $325K | Hold |
4,005
| – | – | 0.05% | 56 |
|
|
2023
Q2 | $358K | Hold |
4,005
| – | – | 0.05% | 57 |
|
|
2023
Q1 | $401K | Hold |
4,005
| – | – | 0.06% | 56 |
|
|
2022
Q4 | $348K | Hold |
4,005
| – | – | 0.06% | 59 |
|
|
2022
Q3 | $378K | Hold |
4,005
| – | – | 0.07% | 55 |
|
|
2022
Q2 | $378K | Buy |
4,005
+5
| +0.1% | +$472 | 0.06% | 57 |
|
|
2022
Q1 | $549K | Hold |
4,000
| – | – | 0.08% | 48 |
|
|
2021
Q4 | $620K | Hold |
4,000
| – | – | 0.08% | 43 |
|
|
2021
Q3 | $677K | Hold |
4,000
| – | – | 0.1% | 40 |
|
|
2021
Q2 | $703K | Hold |
4,000
| – | – | 0.1% | 40 |
|
|
2021
Q1 | $738K | Hold |
4,000
| – | – | 0.11% | 39 |
|
|
2020
Q4 | $725K | Hold |
4,000
| – | – | 0.12% | 38 |
|
|
2020
Q3 | $496K | Hold |
4,000
| – | – | 0.09% | 43 |
|
|
2020
Q2 | $446K | Sell |
4,000
-195
| -5% | -$21.7K | 0.09% | 42 |
|
|
2020
Q1 | $405K | Sell |
4,195
-95,431
| -96% | -$9.21M | 0.09% | 40 |
|
|
2019
Q4 | $14.4M | Sell |
99,626
-18,434
| -16% | -$2.67M | 2.57% | 20 |
|
|
2019
Q3 | $15.4M | Buy |
118,060
+1,157
| +1% | +$151K | 2.92% | 19 |
|
|
2019
Q2 | $16.3M | Sell |
116,903
-42,737
| -27% | -$5.97M | 3.17% | 16 |
|
|
2019
Q1 | $17.7M | Buy |
159,640
+3,206
| +2% | +$356K | 3.56% | 10 |
|
|
2018
Q4 | $17.2M | Sell |
156,434
-4,329
| -3% | -$475K | 3.82% | 7 |
|
|
2018
Q3 | $18.8M | Sell |
160,763
-4,614
| -3% | -$540K | 3.71% | 7 |
|
|
2018
Q2 | $17.3M | Buy |
165,377
+2,811
| +2% | +$295K | 3.58% | 10 |
|
|
2018
Q1 | $16.3M | Buy |
162,566
+24,838
| +18% | +$2.49M | 3.53% | 10 |
|
|
2017
Q4 | $14.8M | Sell |
137,728
-1,564
| -1% | -$168K | 3.12% | 14 |
|
|
2017
Q3 | $13.7M | Buy |
139,292
+6,003
| +5% | +$592K | 2.93% | 18 |
|
|
2017
Q2 | $14.2M | Sell |
133,289
-1,823
| -1% | -$194K | 3.07% | 16 |
|
|
2017
Q1 | $15.3M | Sell |
135,112
-5,192
| -4% | -$589K | 3.39% | 11 |
|
|
2016
Q4 | $14.6M | Sell |
140,304
-2,385
| -2% | -$249K | 3.4% | 13 |
|
|
2016
Q3 | $13.3M | Buy |
142,689
+10,241
| +8% | +$951K | 3.02% | 16 |
|
|
2016
Q2 | $13M | Buy |
132,448
+43,468
| +49% | +$4.25M | 2.96% | 20 |
|
|
2016
Q1 | $8.84M | Buy |
88,980
+6,138
| +7% | +$610K | 2.09% | 27 |
|
|
2015
Q4 | $8.71M | Sell |
82,842
-41,868
| -34% | -$4.4M | 2.08% | 27 |
|
|
2015
Q3 | $12.7M | Sell |
124,710
-1,146
| -0.9% | -$117K | 3.2% | 11 |
|
|
2015
Q2 | $14.4M | Sell |
125,856
-8,042
| -6% | -$918K | 3.44% | 11 |
|
|
2015
Q1 | $14M | Buy |
133,898
+8,876
| +7% | +$931K | 3.37% | 11 |
|
|
2014
Q4 | $11.8M | Sell |
125,022
-1,902
| -1% | -$179K | 2.74% | 20 |
|
|
2014
Q3 | $11.3M | Sell |
126,924
-9,419
| -7% | -$839K | 2.73% | 24 |
|
|
2014
Q2 | $11.7M | Buy |
136,343
+11,573
| +9% | +$992K | 2.84% | 23 |
|
|
2014
Q1 | $9.99M | Sell |
124,770
-11,724
| -9% | -$939K | 2.49% | 25 |
|
|
2013
Q4 | $10.4M | Sell |
136,494
-57,856
| -30% | -$4.42M | 2.71% | 23 |
|
|
2013
Q3 | $12.5M | Buy |
194,350
+2,354
| +1% | +$152K | 3.53% | 11 |
|
|
2013
Q2 | $12.1M | Buy |
+191,996
| New | +$12.1M | 3.62% | 11 |
|