SAI
Savvy Advisors Inc’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
17,334
+113
| +0.7% | +$14K | 0.14% | 108 |
|
|
2025
Q1 | $1.7M | Buy |
17,221
+1,854
| +12% | +$183K | 0.17% | 96 |
|
|
2024
Q4 | $1.71M | Buy |
15,367
+7,713
| +101% | +$859K | 0.21% | 86 |
|
|
2024
Q3 | $736K | Buy |
7,654
+1,553
| +25% | +$149K | 0.15% | 140 |
|
|
2024
Q2 | $606K | Buy |
6,101
+2,213
| +57% | +$220K | 0.2% | 115 |
|
|
2024
Q1 | $476K | Sell |
3,888
-446
| -10% | -$54.6K | 0.27% | 97 |
|
|
2023
Q4 | $391K | Buy |
+4,334
| New | +$391K | 0.38% | 77 |
|