SWA
SFMG Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
3,864
+448
| +13% | +$55.5K | 0.04% | 160 |
|
|
2025
Q1 | $337K | Buy |
3,416
+27
| +0.8% | +$2.67K | 0.03% | 183 |
|
|
2024
Q4 | $377K | Sell |
3,389
-853
| -20% | -$95K | 0.03% | 177 |
|
|
2024
Q3 | $408K | Sell |
4,242
-199
| -4% | -$19.1K | 0.03% | 168 |
|
|
2024
Q2 | $441K | Sell |
4,441
-650
| -13% | -$64.5K | 0.04% | 157 |
|
|
2024
Q1 | $623K | Buy |
5,091
+890
| +21% | +$109K | 0.05% | 121 |
|
|
2023
Q4 | $379K | Buy |
4,201
+331
| +9% | +$29.9K | 0.04% | 166 |
|
|
2023
Q3 | $314K | Buy |
3,870
+595
| +18% | +$48.2K | 0.03% | 174 |
|
|
2023
Q2 | $292K | Buy |
3,275
+1,031
| +46% | +$92K | 0.03% | 181 |
|
|
2023
Q1 | $225K | Buy |
+2,244
| New | +$225K | 0.02% | 214 |
|
|
2022
Q4 | – | Sell |
-3,749
| Closed | -$350K | – | 267 |
|
|
2022
Q3 | $350K | Buy |
3,749
+84
| +2% | +$7.84K | 0.04% | 157 |
|
|
2022
Q2 | $346K | Sell |
3,665
-3,028
| -45% | -$286K | 0.04% | 164 |
|
|
2022
Q1 | $918K | Buy |
6,693
+46
| +0.7% | +$6.31K | 0.09% | 95 |
|
|
2021
Q4 | $1.03M | Sell |
6,647
-2,875
| -30% | -$446K | 0.1% | 97 |
|
|
2021
Q3 | $1.61M | Sell |
9,522
-90
| -0.9% | -$15.2K | 0.18% | 71 |
|
|
2021
Q2 | $1.69M | Buy |
9,612
+284
| +3% | +$49.9K | 0.19% | 62 |
|
|
2021
Q1 | $1.72M | Buy |
9,328
+672
| +8% | +$124K | 0.2% | 60 |
|
|
2020
Q4 | $1.57M | Buy |
8,656
+1,403
| +19% | +$254K | 0.2% | 60 |
|
|
2020
Q3 | $900K | Buy |
7,253
+2,214
| +44% | +$275K | 0.12% | 71 |
|
|
2020
Q2 | $562K | Buy |
5,039
+2,224
| +79% | +$248K | 0.08% | 88 |
|
|
2020
Q1 | $272K | Buy |
2,815
+927
| +49% | +$89.6K | 0.04% | 102 |
|
|
2019
Q4 | $273K | Buy |
1,888
+90
| +5% | +$13K | 0.03% | 136 |
|
|
2019
Q3 | $234K | Buy |
1,798
+217
| +14% | +$28.2K | 0.03% | 134 |
|
|
2019
Q2 | $229K | Buy |
+1,581
| New | +$229K | 0.03% | 134 |
|
|
2018
Q3 | – | Sell |
-5,694
| Closed | -$498K | – | 146 |
|
|
2018
Q2 | $498K | Buy |
5,694
+1,051
| +23% | +$91.9K | 0.08% | 70 |
|
|
2018
Q1 | $466K | Sell |
4,643
-107
| -2% | -$10.7K | 0.08% | 75 |
|
|
2017
Q4 | $511K | Buy |
4,750
+501
| +12% | +$53.9K | 0.08% | 70 |
|
|
2017
Q3 | $419K | Buy |
4,249
+3
| +0.1% | +$296 | 0.08% | 75 |
|
|
2017
Q2 | $451K | Buy |
+4,246
| New | +$451K | 0.09% | 69 |
|