Schwarz Dygos Wheeler Investment 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 | $1.47M | Sell |
11,820
-64
| -0.5% | -$7.94K | 0.33% | 55 |
|
|
2025
Q1 | $1.17M | Sell |
11,884
-538
| -4% | -$53.1K | 0.28% | 61 |
|
|
2024
Q4 | $1.38M | Sell |
12,422
-6,717
| -35% | -$748K | 0.34% | 54 |
|
|
2024
Q3 | $1.84M | Buy |
19,139
+1,234
| +7% | +$119K | 0.46% | 49 |
|
|
2024
Q2 | $1.78M | Sell |
17,905
-135
| -0.7% | -$13.4K | 0.48% | 45 |
|
|
2024
Q1 | $2.21M | Sell |
18,040
-150
| -0.8% | -$18.4K | 0.62% | 41 |
|
|
2023
Q4 | $1.64M | Buy |
18,190
+302
| +2% | +$27.3K | 0.51% | 44 |
|
|
2023
Q3 | $1.45M | Buy |
17,888
+3,181
| +22% | +$258K | 0.49% | 41 |
|
|
2023
Q2 | $1.31M | Buy |
14,707
+167
| +1% | +$14.9K | 0.43% | 47 |
|
|
2023
Q1 | $1.46M | Buy |
14,540
+214
| +1% | +$21.4K | 0.53% | 43 |
|
|
2022
Q4 | $1.24M | Sell |
14,326
-428
| -3% | -$37.2K | 0.49% | 44 |
|
|
2022
Q3 | $1.39M | Sell |
14,754
-210
| -1% | -$19.8K | 0.62% | 39 |
|
|
2022
Q2 | $1.41M | Sell |
14,964
-5,840
| -28% | -$551K | 0.57% | 43 |
|
|
2022
Q1 | $2.85M | Buy |
20,804
+105
| +0.5% | +$14.4K | 0.96% | 23 |
|
|
2021
Q4 | $3.21M | Buy |
20,699
+410
| +2% | +$63.5K | 1.09% | 24 |
|
|
2021
Q3 | $3.43M | Sell |
20,289
-62
| -0.3% | -$10.5K | 1.26% | 24 |
|
|
2021
Q2 | $3.58M | Sell |
20,351
-170
| -0.8% | -$29.9K | 1.3% | 20 |
|
|
2021
Q1 | $3.79M | Buy |
20,521
+81
| +0.4% | +$14.9K | 1.56% | 14 |
|
|
2020
Q4 | $3.7M | Buy |
20,440
+199
| +1% | +$36.1K | 1.78% | 15 |
|
|
2020
Q3 | $2.51M | Sell |
20,241
-1,024
| -5% | -$127K | 1.42% | 15 |
|
|
2020
Q2 | $2.47M | Buy |
21,265
+1,746
| +9% | +$203K | 1.61% | 15 |
|
|
2020
Q1 | $1.89M | Buy |
19,519
+566
| +3% | +$54.7K | 1.6% | 17 |
|
|
2019
Q4 | $2.74M | Buy |
18,953
+197
| +1% | +$28.5K | 1.87% | 13 |
|
|
2019
Q3 | $2.44M | Sell |
18,756
-127
| -0.7% | -$16.5K | 1.94% | 11 |
|
|
2019
Q2 | $2.64M | Buy |
18,883
+860
| +5% | +$120K | 2.17% | 11 |
|
|
2019
Q1 | $2M | Buy |
18,023
+1,357
| +8% | +$151K | 1.72% | 16 |
|
|
2018
Q4 | $1.83M | Buy |
+16,666
| New | +$1.83M | 1.97% | 12 |
|