RWA
Roberts Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
48,521
+899
| +2% | +$111K | 1.73% | 15 |
|
|
2025
Q1 | $4.7M | Sell |
47,622
-707
| -1% | -$69.8K | 1.45% | 24 |
|
|
2024
Q4 | $5.23M | Buy |
48,329
+1,925
| +4% | +$208K | 1.59% | 17 |
|
|
2024
Q3 | $4.29M | Buy |
46,404
+7,963
| +21% | +$737K | 1.39% | 25 |
|
|
2024
Q2 | $3.73M | Buy |
38,441
+1,767
| +5% | +$171K | 1.27% | 27 |
|
|
2024
Q1 | $4.14M | Buy |
36,674
+1,906
| +5% | +$215K | 1.55% | 20 |
|
|
2023
Q4 | $9.33M | Sell |
34,768
-97
| -0.3% | -$26K | 1.45% | 28 |
|
|
2023
Q3 | $2.99M | Buy |
34,865
+2,252
| +7% | +$193K | 1.31% | 29 |
|
|
2023
Q2 | $2.91M | Buy |
32,613
+1,939
| +6% | +$173K | 1.28% | 29 |
|
|
2023
Q1 | $3.05M | Buy |
30,674
+1,323
| +5% | +$132K | 1.4% | 23 |
|
|
2022
Q4 | $2.61M | Sell |
29,351
-2,763
| -9% | -$246K | 1.26% | 28 |
|
|
2022
Q3 | $3.21M | Buy |
32,114
+1,935
| +6% | +$194K | 1.58% | 19 |
|
|
2022
Q2 | $2.89M | Buy |
30,179
+1,767
| +6% | +$169K | 1.26% | 27 |
|
|
2022
Q1 | $3.89M | Buy |
28,412
+1,270
| +5% | +$174K | 1.52% | 20 |
|
|
2021
Q4 | $4.26M | Buy |
27,142
+1,623
| +6% | +$254K | 1.53% | 20 |
|
|
2021
Q3 | $4.32M | Buy |
+25,519
| New | +$4.32M | 1.71% | 15 |
|