SEIA
Signature Estate & Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
7,539
-867
| -10% | -$108K | 0.02% | 245 |
|
|
2025
Q1 | $830K | Buy |
8,406
+254
| +3% | +$25.1K | 0.02% | 248 |
|
|
2024
Q4 | $908K | Sell |
8,152
-821
| -9% | -$91.4K | 0.02% | 237 |
|
|
2024
Q3 | $863K | Sell |
8,973
-567
| -6% | -$54.5K | 0.02% | 223 |
|
|
2024
Q2 | $947K | Buy |
9,540
+5,180
| +119% | +$514K | 0.02% | 209 |
|
|
2024
Q1 | $534K | Sell |
4,360
-1,598
| -27% | -$196K | 0.02% | 116 |
|
|
2023
Q4 | $538K | Sell |
5,958
-474,096
| -99% | -$42.8M | 0.02% | 120 |
|
|
2023
Q3 | $38.9M | Buy |
480,054
+45,604
| +10% | +$3.7M | 1.32% | 27 |
|
|
2023
Q2 | $38.8M | Buy |
434,450
+47,388
| +12% | +$4.23M | 1.29% | 29 |
|
|
2023
Q1 | $38.8M | Buy |
387,062
+20,734
| +6% | +$2.08M | 1.36% | 28 |
|
|
2022
Q4 | $31.8M | Buy |
366,328
+20,091
| +6% | +$1.75M | 1.14% | 32 |
|
|
2022
Q3 | $32.7M | Sell |
346,237
-21,884
| -6% | -$2.06M | 1.54% | 26 |
|
|
2022
Q2 | $34.8M | Buy |
368,121
+88,025
| +31% | +$8.31M | 1.76% | 24 |
|
|
2022
Q1 | $38.4M | Buy |
280,096
+30,281
| +12% | +$4.15M | 1.76% | 22 |
|
|
2021
Q4 | $38.7M | Buy |
249,815
+29,330
| +13% | +$4.54M | 1.74% | 22 |
|
|
2021
Q3 | $37.3M | Buy |
220,485
+9,780
| +5% | +$1.65M | 1.83% | 24 |
|
|
2021
Q2 | $37M | Buy |
210,705
+16,367
| +8% | +$2.88M | 1.66% | 25 |
|
|
2021
Q1 | $35.9M | Sell |
194,338
-1,550
| -0.8% | -$286K | 1.75% | 18 |
|
|
2020
Q4 | $35.5M | Sell |
195,888
-28,525
| -13% | -$5.17M | 1.92% | 13 |
|
|
2020
Q3 | $27.8M | Buy |
224,413
+3,824
| +2% | +$474K | 1.73% | 24 |
|
|
2020
Q2 | $24.6M | Buy |
220,589
+7,005
| +3% | +$781K | 1.74% | 24 |
|
|
2020
Q1 | $20.6M | Buy |
213,584
+19,699
| +10% | +$1.9M | 1.64% | 27 |
|
|
2019
Q4 | $28M | Buy |
193,885
+1,760
| +0.9% | +$255K | 1.71% | 18 |
|
|
2019
Q3 | $25M | Buy |
192,125
+6,829
| +4% | +$890K | 1.66% | 23 |
|
|
2019
Q2 | $25.9M | Sell |
185,296
-20,757
| -10% | -$2.9M | 1.71% | 18 |
|
|
2019
Q1 | $22.9M | Buy |
206,053
+7,903
| +4% | +$878K | 1.54% | 23 |
|
|
2018
Q4 | $21.7M | Buy |
198,150
+4,342
| +2% | +$476K | 1.92% | 13 |
|
|
2018
Q3 | $22.7M | Buy |
+193,808
| New | +$22.7M | 2.04% | 19 |
|
|
2017
Q2 | – | Sell |
-2,113
| Closed | -$240K | – | 154 |
|
|
2017
Q1 | $240K | Buy |
2,113
+764
| +57% | +$86.8K | 0.03% | 136 |
|
|
2016
Q4 | $141K | Sell |
1,349
-300
| -18% | -$31.4K | 0.02% | 135 |
|
|
2016
Q3 | $153K | Buy |
1,649
+36
| +2% | +$3.34K | 0.02% | 134 |
|
|
2016
Q2 | $158K | Buy |
1,613
+587
| +57% | +$57.5K | 0.03% | 134 |
|
|
2016
Q1 | $102K | Sell |
1,026
-118
| -10% | -$11.7K | 0.02% | 121 |
|
|
2015
Q4 | $120K | Sell |
1,144
-162
| -12% | -$17K | 0.02% | 113 |
|
|
2015
Q3 | $133K | Buy |
+1,306
| New | +$133K | 0.03% | 96 |
|
|
2015
Q1 | – | Sell |
-1,298
| Closed | -$122K | – | 88 |
|
|
2014
Q4 | $122K | Buy |
+1,298
| New | +$122K | 0.04% | 76 |
|