River Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
5,611
-223
| -4% | -$27.7K | 0.09% | 134 |
|
|
2025
Q1 | $576K | Sell |
5,834
-423
| -7% | -$41.7K | 0.08% | 140 |
|
|
2024
Q4 | $697K | Sell |
6,257
-32,864
| -84% | -$3.66M | 0.09% | 131 |
|
|
2024
Q3 | $3.76M | Sell |
39,121
-19,880
| -34% | -$1.91M | 0.5% | 54 |
|
|
2024
Q2 | $5.86M | Buy |
59,001
+38
| +0.1% | +$3.77K | 0.84% | 31 |
|
|
2024
Q1 | $7.21M | Buy |
58,963
+2,395
| +4% | +$293K | 1.05% | 27 |
|
|
2023
Q4 | $5.11M | Buy |
56,568
+1,056
| +2% | +$95.3K | 0.82% | 33 |
|
|
2023
Q3 | $4.5M | Buy |
55,512
+1,346
| +2% | +$109K | 0.8% | 34 |
|
|
2023
Q2 | $4.84M | Sell |
54,166
-233
| -0.4% | -$20.8K | 0.82% | 30 |
|
|
2023
Q1 | $5.45M | Sell |
54,399
-1,018
| -2% | -$102K | 0.99% | 21 |
|
|
2022
Q4 | $4.81M | Sell |
55,417
-751
| -1% | -$65.2K | 0.93% | 26 |
|
|
2022
Q3 | $5.3M | Buy |
56,168
+87
| +0.2% | +$8.21K | 1.14% | 21 |
|
|
2022
Q2 | $5.29M | Buy |
56,081
+2,583
| +5% | +$244K | 0.98% | 23 |
|
|
2022
Q1 | $7.34M | Buy |
53,498
+2,078
| +4% | +$285K | 1.17% | 20 |
|
|
2021
Q4 | $7.96M | Buy |
51,420
+2,135
| +4% | +$331K | 1.23% | 19 |
|
|
2021
Q3 | $8.34M | Buy |
49,285
+1,953
| +4% | +$330K | 1.43% | 18 |
|
|
2021
Q2 | $8.32M | Buy |
47,332
+1,097
| +2% | +$193K | 1.46% | 17 |
|
|
2021
Q1 | $8.53M | Buy |
46,235
+1,727
| +4% | +$319K | 1.6% | 15 |
|
|
2020
Q4 | $8.06M | Buy |
44,508
+2,119
| +5% | +$384K | 1.74% | 13 |
|
|
2020
Q3 | $5.26M | Buy |
42,389
+1,135
| +3% | +$141K | 1.37% | 16 |
|
|
2020
Q2 | $4.6M | Buy |
41,254
+1,532
| +4% | +$171K | 1.4% | 18 |
|
|
2020
Q1 | $3.84M | Buy |
39,722
+1,239
| +3% | +$120K | 1.53% | 17 |
|
|
2019
Q4 | $5.57M | Buy |
38,483
+1,683
| +5% | +$243K | 1.88% | 11 |
|
|
2019
Q3 | $4.8M | Buy |
36,800
+1,811
| +5% | +$236K | 1.81% | 12 |
|
|
2019
Q2 | $4.89M | Buy |
34,989
+1,152
| +3% | +$161K | 1.91% | 10 |
|
|
2019
Q1 | $3.76M | Buy |
33,837
+1,131
| +3% | +$126K | 1.57% | 14 |
|
|
2018
Q4 | $3.59M | Sell |
32,706
-839
| -3% | -$92K | 1.59% | 10 |
|
|
2018
Q3 | $3.92M | Buy |
33,545
+490
| +1% | +$57.3K | 1.45% | 12 |
|
|
2018
Q2 | $3.46M | Sell |
33,055
-122
| -0.4% | -$12.8K | 1.35% | 14 |
|
|
2018
Q1 | $3.33M | Buy |
33,177
+261
| +0.8% | +$26.2K | 1.4% | 14 |
|
|
2017
Q4 | $3.54M | Sell |
32,916
-480
| -1% | -$51.6K | 1.47% | 14 |
|
|
2017
Q3 | $3.29M | Sell |
33,396
-275
| -0.8% | -$27.1K | 1.49% | 12 |
|
|
2017
Q2 | $3.58M | Buy |
33,671
+1,004
| +3% | +$107K | 1.67% | 9 |
|
|
2017
Q1 | $3.7M | Buy |
32,667
+1,204
| +4% | +$137K | 1.8% | 5 |
|
|
2016
Q4 | $3.28M | Sell |
31,463
-5
| -0% | -$521 | 1.66% | 8 |
|
|
2016
Q3 | $2.92M | Buy |
31,468
+618
| +2% | +$57.4K | 1.62% | 9 |
|
|
2016
Q2 | $3.02M | Buy |
30,850
+800
| +3% | +$78.3K | 1.73% | 9 |
|
|
2016
Q1 | $2.98M | Buy |
30,050
+233
| +0.8% | +$23.1K | 1.78% | 8 |
|
|
2015
Q4 | $3.13M | Sell |
29,817
-1,023
| -3% | -$107K | 1.98% | 6 |
|
|
2015
Q3 | $3.15M | Buy |
30,840
+1,437
| +5% | +$147K | 2.16% | 5 |
|
|
2015
Q2 | $3.36M | Sell |
29,403
-53
| -0.2% | -$6.05K | 2.13% | 6 |
|
|
2015
Q1 | $3.09M | Buy |
+29,456
| New | +$3.09M | 1.91% | 7 |
|