Sax 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 | $1.22M | Buy |
9,809
+1,064
| +12% | +$132K | 0.07% | 151 |
|
|
2025
Q1 | $863K | Buy |
8,745
+954
| +12% | +$94.2K | 0.06% | 160 |
|
|
2024
Q4 | $868K | Sell |
7,791
-923
| -11% | -$103K | 0.07% | 133 |
|
|
2024
Q3 | $838K | Buy |
8,714
+398
| +5% | +$38.3K | 0.07% | 107 |
|
|
2024
Q2 | $826K | Buy |
8,316
+27
| +0.3% | +$2.68K | 0.08% | 103 |
|
|
2024
Q1 | $1.01M | Buy |
8,289
+339
| +4% | +$41.5K | 0.12% | 71 |
|
|
2023
Q4 | $718K | Buy |
7,950
+3,045
| +62% | +$275K | 0.12% | 91 |
|
|
2023
Q3 | $398K | Sell |
4,905
-22
| -0.4% | -$1.78K | 0.08% | 123 |
|
|
2023
Q2 | $440K | Sell |
4,927
-12
| -0.2% | -$1.07K | 0.09% | 121 |
|
|
2023
Q1 | $495K | Buy |
4,939
+40
| +0.8% | +$4.01K | 0.11% | 110 |
|
|
2022
Q4 | $426K | Buy |
4,899
+50
| +1% | +$4.34K | 0.1% | 115 |
|
|
2022
Q3 | $457K | Sell |
4,849
-6,737
| -58% | -$635K | 0.12% | 104 |
|
|
2022
Q2 | $1.09M | Buy |
11,586
+64
| +0.6% | +$6.04K | 0.28% | 59 |
|
|
2022
Q1 | $1.58M | Sell |
11,522
-3,258
| -22% | -$447K | 0.38% | 44 |
|
|
2021
Q4 | $2.29M | Buy |
14,780
+750
| +5% | +$116K | 0.48% | 41 |
|
|
2021
Q3 | $2.37M | Buy |
14,030
+357
| +3% | +$60.4K | 0.56% | 36 |
|
|
2021
Q2 | $2.4M | Buy |
13,673
+139
| +1% | +$24.4K | 0.82% | 31 |
|
|
2021
Q1 | $2.5M | Buy |
13,534
+155
| +1% | +$28.6K | 0.91% | 32 |
|
|
2020
Q4 | $2.42M | Buy |
+13,379
| New | +$2.42M | 1.11% | 27 |
|