SIA
Schechter Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.67M | Sell |
16,966
-1,591
| -9% | -$157K | 0.14% | 143 |
|
|
2024
Q4 | $2.07M | Buy |
18,557
+4,258
| +30% | +$474K | 0.16% | 123 |
|
|
2024
Q3 | $1.38M | Sell |
14,299
-1,782
| -11% | -$171K | 0.1% | 188 |
|
|
2024
Q2 | $1.6M | Buy |
16,081
+698
| +5% | +$69.3K | 0.12% | 160 |
|
|
2024
Q1 | $1.88M | Buy |
15,383
+1,525
| +11% | +$187K | 0.14% | 133 |
|
|
2023
Q4 | $1.25M | Buy |
13,858
+4,635
| +50% | +$418K | 0.11% | 185 |
|
|
2023
Q3 | $748K | Sell |
9,223
-1,444
| -14% | -$117K | 0.07% | 271 |
|
|
2023
Q2 | $952K | Buy |
10,667
+265
| +3% | +$23.7K | 0.09% | 251 |
|
|
2023
Q1 | $1.04M | Buy |
10,402
+1,187
| +13% | +$119K | 0.1% | 243 |
|
|
2022
Q4 | $801K | Sell |
9,215
-10,139
| -52% | -$881K | 0.07% | 363 |
|
|
2022
Q3 | $1.83M | Buy |
19,354
+5,345
| +38% | +$504K | 0.18% | 110 |
|
|
2022
Q2 | $1.32M | Sell |
14,009
-4,205
| -23% | -$397K | 0.13% | 198 |
|
|
2022
Q1 | $2.5M | Buy |
18,214
+2,147
| +13% | +$294K | 0.23% | 72 |
|
|
2021
Q4 | $2.49M | Buy |
+16,067
| New | +$2.49M | 0.22% | 80 |
|