RIA
Regal Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
13,130
-789
| -6% | -$97.8K | 0.12% | 176 |
|
|
2025
Q1 | $1.37M | Sell |
13,919
-803
| -5% | -$79.3K | 0.11% | 182 |
|
|
2024
Q4 | $1.64M | Sell |
14,722
-2,513
| -15% | -$280K | 0.12% | 181 |
|
|
2024
Q3 | $1.66M | Sell |
17,235
-2,046
| -11% | -$197K | 0.12% | 192 |
|
|
2024
Q2 | $1.91M | Buy |
19,281
+1,508
| +8% | +$150K | 0.12% | 177 |
|
|
2024
Q1 | $2.17M | Sell |
17,773
-240
| -1% | -$29.4K | 0.15% | 162 |
|
|
2023
Q4 | $1.63M | Sell |
18,013
-86
| -0.5% | -$7.77K | 0.12% | 177 |
|
|
2023
Q3 | $1.47M | Buy |
18,099
+932
| +5% | +$75.5K | 0.12% | 173 |
|
|
2023
Q2 | $1.53M | Sell |
17,167
-814
| -5% | -$72.7K | 0.13% | 164 |
|
|
2023
Q1 | $1.8M | Buy |
17,981
+352
| +2% | +$35.2K | 0.16% | 147 |
|
|
2022
Q4 | $1.53M | Sell |
17,629
-11,833
| -40% | -$1.03M | 0.15% | 145 |
|
|
2022
Q3 | $2.78M | Sell |
29,462
-263
| -0.9% | -$24.8K | 0.29% | 90 |
|
|
2022
Q2 | $2.81M | Buy |
29,725
+2,140
| +8% | +$202K | 0.29% | 86 |
|
|
2022
Q1 | $3.78M | Sell |
27,585
-865
| -3% | -$119K | 0.35% | 77 |
|
|
2021
Q4 | $4.41M | Buy |
28,450
+61
| +0.2% | +$9.45K | 0.39% | 67 |
|
|
2021
Q3 | $4.8M | Buy |
28,389
+1,935
| +7% | +$327K | 0.47% | 55 |
|
|
2021
Q2 | $4.65M | Buy |
+26,454
| New | +$4.65M | 0.47% | 54 |
|
|
2021
Q1 | – | Sell |
-31,110
| Closed | -$5.64M | – | 109 |
|
|
2020
Q4 | $5.64M | Buy |
+31,110
| New | +$5.64M | 0.64% | 37 |
|
|
2020
Q1 | – | Sell |
-32,835
| Closed | -$4.75M | – | 80 |
|
|
2019
Q4 | $4.75M | Sell |
32,835
-2,004
| -6% | -$290K | 0.85% | 26 |
|
|
2019
Q3 | $4.54M | Sell |
34,839
-980
| -3% | -$128K | 0.89% | 25 |
|
|
2019
Q2 | $5M | Sell |
35,819
-520
| -1% | -$72.6K | 0.97% | 26 |
|
|
2019
Q1 | $4.04M | Buy |
36,339
+832
| +2% | +$92.4K | 0.82% | 28 |
|
|
2018
Q4 | $3.89M | Buy |
35,507
+12,236
| +53% | +$1.34M | 0.85% | 30 |
|
|
2018
Q3 | $2.72M | Sell |
23,271
-3,437
| -13% | -$402K | 0.57% | 42 |
|
|
2018
Q2 | $2.8M | Sell |
26,708
-8,430
| -24% | -$883K | 0.85% | 32 |
|
|
2018
Q1 | $3.53M | Buy |
35,138
+501
| +1% | +$50.3K | 0.78% | 33 |
|
|
2017
Q4 | $3.72M | Sell |
34,637
-573
| -2% | -$61.6K | 0.83% | 30 |
|
|
2017
Q3 | $3.47M | Sell |
35,210
-3,391
| -9% | -$334K | 0.81% | 31 |
|
|
2017
Q2 | $4.1M | Sell |
38,601
-4,120
| -10% | -$438K | 1.02% | 25 |
|
|
2017
Q1 | $4.84M | Sell |
42,721
-3,766
| -8% | -$427K | 1.26% | 12 |
|
|
2016
Q4 | $4.85M | Sell |
46,487
-3,810
| -8% | -$397K | 1.34% | 9 |
|
|
2016
Q3 | $4.67M | Sell |
50,297
-2,029
| -4% | -$188K | 1.33% | 9 |
|
|
2016
Q2 | $5.12M | Sell |
52,326
-2,329
| -4% | -$228K | 1.41% | 10 |
|
|
2016
Q1 | $5.43M | Buy |
54,655
+31,116
| +132% | +$3.09M | 1.47% | 10 |
|
|
2015
Q4 | $2.47M | Buy |
23,539
+1,012
| +4% | +$106K | 0.64% | 60 |
|
|
2015
Q3 | $2.3M | Buy |
22,527
+11,584
| +106% | +$1.18M | 0.6% | 66 |
|
|
2015
Q2 | $1.25M | Buy |
10,943
+118
| +1% | +$13.5K | 0.34% | 92 |
|
|
2015
Q1 | $1.14M | Buy |
10,825
+2,429
| +29% | +$255K | 0.28% | 104 |
|
|
2014
Q4 | $791K | Buy |
8,396
+6,960
| +485% | +$656K | 0.21% | 119 |
|
|
2014
Q3 | $128K | Sell |
1,436
-498
| -26% | -$44.4K | 0.04% | 277 |
|
|
2014
Q2 | $166K | Buy |
1,934
+397
| +26% | +$34.1K | 0.06% | 217 |
|
|
2014
Q1 | $123K | Buy |
1,537
+626
| +69% | +$50.1K | 0.05% | 239 |
|
|
2013
Q4 | $70K | Sell |
911
-1,227
| -57% | -$94.3K | 0.04% | 247 |
|
|
2013
Q3 | $138K | Sell |
2,138
-221
| -9% | -$14.3K | 0.08% | 206 |
|
|
2013
Q2 | $149K | Buy |
+2,359
| New | +$149K | 0.08% | 184 |
|