QFA
Quattro Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,330
| Closed | -$2.01M | – | 83 |
|
|
2025
Q1 | $2.01M | Sell |
20,330
-15,000
| -42% | -$1.48M | 0.69% | 37 |
|
|
2024
Q4 | $3.86M | Hold |
35,330
| – | – | 1% | 23 |
|
|
2024
Q3 | $3.35M | Buy |
35,330
+5,000
| +16% | +$474K | 0.95% | 29 |
|
|
2024
Q2 | $3.01M | Buy |
30,330
+10,000
| +49% | +$993K | 0.79% | 30 |
|
|
2024
Q1 | $2.49M | Buy |
20,330
+20,240
| +22,489% | +$2.48M | 0.71% | 30 |
|
|
2023
Q4 | $1.84M | Sell |
90
-15,240
| -99% | -$311M | 0.64% | 34 |
|
|
2023
Q3 | $1.24M | Buy |
+15,330
| New | +$1.24M | 0.54% | 43 |
|
|
2022
Q1 | – | Sell |
-11,663
| Closed | -$1.81M | – | 89 |
|
|
2021
Q4 | $1.81M | Sell |
11,663
-296
| -2% | -$45.8K | 0.64% | 36 |
|
|
2021
Q3 | $2.04M | Sell |
11,959
-175
| -1% | -$29.8K | 0.54% | 39 |
|
|
2021
Q2 | $2.24M | Sell |
12,134
-847
| -7% | -$157K | 0.6% | 40 |
|
|
2021
Q1 | $2.42M | Buy |
12,981
+3,503
| +37% | +$654K | 0.55% | 44 |
|
|
2020
Q4 | $1.63M | Sell |
9,478
-17,020
| -64% | -$2.92M | 0.43% | 34 |
|
|
2020
Q3 | $3.35M | Sell |
26,498
-4,724
| -15% | -$598K | 0.81% | 29 |
|
|
2020
Q2 | $3.62M | Buy |
31,222
+9,061
| +41% | +$1.05M | 0.95% | 22 |
|
|
2020
Q1 | $1.48M | Buy |
22,161
+8,417
| +61% | +$563K | 0.54% | 28 |
|
|
2019
Q4 | $2M | Sell |
13,744
-1,061
| -7% | -$154K | 0.64% | 30 |
|
|
2019
Q3 | $1.91M | Buy |
+14,805
| New | +$1.91M | 0.58% | 28 |
|
|
2019
Q2 | – | Sell |
-14,374
| Closed | -$1.62M | – | 85 |
|
|
2019
Q1 | $1.62M | Sell |
14,374
-297
| -2% | -$33.4K | 1.71% | 10 |
|
|
2018
Q4 | $1.62M | Buy |
14,671
+756
| +5% | +$83.6K | 0.56% | 33 |
|
|
2018
Q3 | $1.6M | Buy |
13,915
+13,527
| +3,486% | +$1.56M | 0.58% | 35 |
|
|
2018
Q2 | $40.9K | Buy |
+388
| New | +$40.9K | 0.02% | 58 |
|