Secure Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
4,875
-83
| -2% | -$10.3K | 0.11% | 167 |
|
|
2025
Q1 | $489K | Sell |
4,958
-62
| -1% | -$6.12K | 0.1% | 171 |
|
|
2024
Q4 | $559K | Buy |
5,020
+985
| +24% | +$110K | 0.08% | 180 |
|
|
2024
Q3 | $388K | Buy |
4,035
+463
| +13% | +$44.5K | 0.07% | 210 |
|
|
2024
Q2 | $355K | Sell |
3,572
-4,814
| -57% | -$478K | 0.07% | 206 |
|
|
2024
Q1 | $1.03M | Sell |
8,386
-2,129
| -20% | -$261K | 0.24% | 103 |
|
|
2023
Q4 | $949K | Buy |
10,515
+209
| +2% | +$18.9K | 0.26% | 96 |
|
|
2023
Q3 | $835K | Buy |
10,306
+1,177
| +13% | +$95.4K | 0.25% | 103 |
|
|
2023
Q2 | $815K | Sell |
9,129
-1,365
| -13% | -$122K | 0.25% | 93 |
|
|
2023
Q1 | $1.05M | Buy |
10,494
+3,003
| +40% | +$301K | 0.35% | 72 |
|
|
2022
Q4 | $651K | Buy |
7,491
+2,218
| +42% | +$193K | 0.23% | 102 |
|
|
2022
Q3 | $497K | Sell |
5,273
-926
| -15% | -$87.3K | 0.28% | 71 |
|
|
2022
Q2 | $585K | Sell |
6,199
-684
| -10% | -$64.5K | 0.32% | 65 |
|
|
2022
Q1 | $944K | Sell |
6,883
-716
| -9% | -$98.2K | 0.43% | 44 |
|
|
2021
Q4 | $1.18M | Buy |
7,599
+1,200
| +19% | +$186K | 0.48% | 38 |
|
|
2021
Q3 | $1.08M | Buy |
6,399
+812
| +15% | +$137K | 0.53% | 35 |
|
|
2021
Q2 | $982K | Buy |
5,587
+328
| +6% | +$57.7K | 0.5% | 36 |
|
|
2021
Q1 | $970K | Buy |
5,259
+22
| +0.4% | +$4.06K | 0.54% | 37 |
|
|
2020
Q4 | $949K | Sell |
5,237
-766
| -13% | -$139K | 0.56% | 41 |
|
|
2020
Q3 | $745K | Sell |
6,003
-561
| -9% | -$69.6K | 0.51% | 47 |
|
|
2020
Q2 | $732K | Buy |
6,564
+933
| +17% | +$104K | 0.52% | 49 |
|
|
2020
Q1 | $544K | Buy |
5,631
+1,764
| +46% | +$170K | 0.59% | 46 |
|
|
2019
Q4 | $559K | Buy |
+3,867
| New | +$559K | 0.39% | 68 |
|