RA
Rise Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,745
-82
| -4% | -$10.2K | 0.09% | 93 |
|
|
2025
Q1 | $180K | Sell |
1,827
-26
| -1% | -$2.57K | 0.08% | 93 |
|
|
2024
Q4 | $206K | Hold |
1,853
| – | – | 0.1% | 84 |
|
|
2024
Q3 | $178K | Sell |
1,853
-289
| -13% | -$27.8K | 0.09% | 102 |
|
|
2024
Q2 | $213K | Sell |
2,142
-67
| -3% | -$6.65K | 0.11% | 89 |
|
|
2024
Q1 | $270K | Buy |
2,209
+996
| +82% | +$122K | 0.14% | 71 |
|
|
2023
Q4 | $110K | Buy |
1,213
+543
| +81% | +$49K | 0.08% | 99 |
|
|
2023
Q3 | $54.3K | Sell |
670
-83
| -11% | -$6.73K | 0.04% | 131 |
|
|
2023
Q2 | $67.3K | Sell |
753
-58
| -7% | -$5.18K | 0.05% | 129 |
|
|
2023
Q1 | $81.2K | Sell |
811
-230
| -22% | -$23K | 0.06% | 120 |
|
|
2022
Q4 | $90.4K | Buy |
1,041
+3
| +0.3% | +$261 | 0.07% | 111 |
|
|
2022
Q3 | $98K | Buy |
1,038
+50
| +5% | +$4.72K | 0.08% | 90 |
|
|
2022
Q2 | $93K | Buy |
988
+97
| +11% | +$9.13K | 0.09% | 97 |
|
|
2022
Q1 | $122K | Sell |
891
-9
| -1% | -$1.23K | 0.11% | 86 |
|
|
2021
Q4 | $139K | Buy |
+900
| New | +$139K | 0.13% | 81 |
|