RIS

Retirement Income Solutions’s Walt Disney DIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$548K	Hold	4,419	–	–	0.1%	79
2025 Q1	$436K	Hold	4,419	–	–	0.09%	83
2024 Q4	$492K	Sell	4,419 -25	-0.6%	-$2.78K	0.1%	76
2024 Q3	$427K	Hold	4,444	–	–	0.1%	79
2024 Q2	$441K	Sell	4,444 -355	-7%	-$35.2K	0.11%	78
2024 Q1	$587K	Buy	4,799 +67	+1%	+$8.2K	0.13%	71
2023 Q4	$427K	Buy	4,732 +265	+6%	+$23.9K	0.11%	84
2023 Q3	$362K	Sell	4,467 -160	-3%	-$13K	0.1%	88
2023 Q2	$413K	Sell	4,627 -268	-5%	-$23.9K	0.11%	86
2023 Q1	$490K	Buy	4,895 +200	+4%	+$20K	0.14%	76
2022 Q4	$408K	Buy	4,695 +335	+8%	+$29.1K	0.13%	79
2022 Q3	$425K	Buy	4,360 +38	+0.9%	+$3.7K	0.15%	67
2022 Q2	$408K	Sell	4,322 -408	-9%	-$38.5K	0.15%	71
2022 Q1	$649K	Hold	4,730	–	–	0.18%	49
2021 Q4	$733K	Hold	4,730	–	–	0.2%	46
2021 Q3	$800K	Hold	4,730	–	–	0.27%	44
2021 Q2	$831K	Hold	4,730	–	–	0.28%	43
2021 Q1	$873K	Sell	4,730 -318	-6%	-$58.7K	0.3%	44
2020 Q4	$915K	Hold	5,048	–	–	0.33%	39
2020 Q3	$626K	Hold	5,048	–	–	0.28%	47
2020 Q2	$563K	Hold	5,048	–	–	0.24%	49
2020 Q1	$488K	Sell	5,048 -262	-5%	-$25.3K	0.27%	44
2019 Q4	$768K	Sell	5,310 -13	-0.2%	-$1.88K	0.32%	34
2019 Q3	$694K	Buy	5,323 +480	+10%	+$62.6K	0.37%	33
2019 Q2	$676K	Hold	4,843	–	–	0.36%	33
2019 Q1	$538K	Hold	4,843	–	–	0.31%	37
2018 Q4	$531K	Sell	4,843 -25	-0.5%	-$2.74K	0.34%	29
2018 Q3	$569K	Sell	4,868 -3	-0.1%	-$351	0.32%	32
2018 Q2	$511K	Buy	4,871 +624	+15%	+$65.5K	0.31%	31
2018 Q1	$427K	Sell	4,247 -128	-3%	-$12.9K	0.26%	35
2017 Q4	$470K	Buy	+4,375	New	+$470K	0.28%	39