SMA
Sage Mountain Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
8,939
+1,532
| +21% | +$190K | 0.07% | 123 |
|
|
2025
Q1 | $731K | Buy |
7,407
+348
| +5% | +$34.3K | 0.05% | 162 |
|
|
2024
Q4 | $786K | Buy |
7,059
+1,134
| +19% | +$126K | 0.06% | 149 |
|
|
2024
Q3 | $570K | Sell |
5,925
-2
| -0% | -$192 | 0.05% | 180 |
|
|
2024
Q2 | $589K | Buy |
5,927
+877
| +17% | +$87.1K | 0.05% | 154 |
|
|
2024
Q1 | $618K | Buy |
5,050
+1,150
| +29% | +$141K | 0.06% | 131 |
|
|
2023
Q4 | $352K | Buy |
3,900
+1,143
| +41% | +$103K | 0.04% | 178 |
|
|
2023
Q3 | $223K | Sell |
2,757
-794
| -22% | -$64.4K | 0.03% | 230 |
|
|
2023
Q2 | $317K | Sell |
3,551
-226
| -6% | -$20.2K | 0.05% | 172 |
|
|
2023
Q1 | $378K | Buy |
+3,777
| New | +$378K | 0.06% | 134 |
|
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$255K | – | 300 |
|
|
2022
Q3 | $255K | Buy |
2,700
+421
| +18% | +$39.8K | 0.07% | 128 |
|
|
2022
Q2 | $215K | Sell |
2,279
-511
| -18% | -$48.2K | 0.04% | 419 |
|
|
2022
Q1 | $383K | Sell |
2,790
-1,945
| -41% | -$267K | 0.06% | 320 |
|
|
2021
Q4 | $733K | Buy |
4,735
+542
| +13% | +$83.9K | 0.09% | 215 |
|
|
2021
Q3 | $709K | Buy |
4,193
+72
| +2% | +$12.2K | 0.1% | 195 |
|
|
2021
Q2 | $724K | Buy |
4,121
+2,322
| +129% | +$408K | 0.12% | 174 |
|
|
2021
Q1 | $332K | Buy |
1,799
+690
| +62% | +$127K | 0.07% | 214 |
|
|
2020
Q4 | $201K | Buy |
+1,109
| New | +$201K | 0.07% | 175 |
|