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PSI Advisors’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $548K | Buy |
4,416
+2,204
| +100% | +$273K | 0.27% | 49 |
|
2025
Q1 | $218K | Sell |
2,212
-391
| -15% | -$38.6K | 0.07% | 113 |
|
2024
Q4 | $290K | Sell |
2,603
-63
| -2% | -$7.01K | 0.09% | 105 |
|
2024
Q3 | $256K | Sell |
2,666
-134
| -5% | -$12.9K | 0.08% | 120 |
|
2024
Q2 | $278K | Sell |
2,800
-362
| -11% | -$35.9K | 0.09% | 112 |
|
2024
Q1 | $387K | Sell |
3,162
-880
| -22% | -$108K | 0.14% | 89 |
|
2023
Q4 | $365K | Sell |
4,042
-971
| -19% | -$87.7K | 0.14% | 93 |
|
2023
Q3 | $406K | Sell |
5,013
-385
| -7% | -$31.2K | 0.18% | 86 |
|
2023
Q2 | $482K | Buy |
5,398
+417
| +8% | +$37.2K | 0.21% | 74 |
|
2023
Q1 | $499K | Sell |
4,981
-174
| -3% | -$17.4K | 0.24% | 69 |
|
2022
Q4 | $448K | Buy |
5,155
+139
| +3% | +$12.1K | 0.24% | 71 |
|
2022
Q3 | $474K | Sell |
5,016
-934
| -16% | -$88.3K | 0.25% | 75 |
|
2022
Q2 | $562K | Buy |
5,950
+415
| +7% | +$39.2K | 0.28% | 75 |
|
2022
Q1 | $759K | Buy |
5,535
+132
| +2% | +$18.1K | 0.31% | 70 |
|
2021
Q4 | $837K | Buy |
5,403
+2,499
| +86% | +$387K | 0.34% | 59 |
|
2021
Q3 | $491K | Buy |
2,904
+327
| +13% | +$55.3K | 0.23% | 85 |
|
2021
Q2 | $453K | Buy |
2,577
+107
| +4% | +$18.8K | 0.24% | 78 |
|
2021
Q1 | $455K | Sell |
2,470
-4,905
| -67% | -$904K | 0.27% | 74 |
|
2020
Q4 | $1.34M | Sell |
7,375
-3,067
| -29% | -$556K | 0.92% | 23 |
|
2020
Q3 | $1.3M | Sell |
10,442
-281
| -3% | -$34.8K | 0.99% | 23 |
|
2020
Q2 | $1.2M | Buy |
10,723
+871
| +9% | +$97.1K | 0.96% | 23 |
|
2020
Q1 | $951K | Buy |
9,852
+6,995
| +245% | +$675K | 0.87% | 28 |
|
2019
Q4 | $413K | Buy |
+2,857
| New | +$413K | 0.27% | 77 |
|