SWA
SOA Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
8,265
-897
| -10% | -$111K | 0.19% | 78 |
|
|
2025
Q1 | $904K | Sell |
9,162
-543
| -6% | -$53.6K | 0.19% | 77 |
|
|
2024
Q4 | $1.08M | Sell |
9,705
-1,974
| -17% | -$220K | 0.2% | 69 |
|
|
2024
Q3 | $1.12M | Sell |
11,679
-1,248
| -10% | -$120K | 0.21% | 69 |
|
|
2024
Q2 | $1.28M | Sell |
12,927
-4,460
| -26% | -$443K | 0.26% | 64 |
|
|
2024
Q1 | $2.13M | Sell |
17,387
-158
| -0.9% | -$19.3K | 0.44% | 46 |
|
|
2023
Q4 | $1.58M | Hold |
17,545
| – | – | 0.35% | 53 |
|
|
2023
Q3 | $1.42M | Sell |
17,545
-1,920
| -10% | -$156K | 0.35% | 53 |
|
|
2023
Q2 | $1.74M | Sell |
19,465
-8,023
| -29% | -$716K | 0.41% | 49 |
|
|
2023
Q1 | $2.75M | Buy |
27,488
+141
| +0.5% | +$14.1K | 0.68% | 37 |
|
|
2022
Q4 | $2.38M | Sell |
27,347
-412
| -1% | -$35.8K | 0.64% | 36 |
|
|
2022
Q3 | $2.62M | Buy |
27,759
+265
| +1% | +$25K | 0.79% | 31 |
|
|
2022
Q2 | $2.6M | Sell |
27,494
-762
| -3% | -$71.9K | 0.76% | 35 |
|
|
2022
Q1 | $3.88M | Sell |
28,256
-26
| -0.1% | -$3.57K | 0.94% | 25 |
|
|
2021
Q4 | $4.41M | Sell |
28,282
-199
| -0.7% | -$31K | 1.07% | 24 |
|
|
2021
Q3 | $4.82M | Buy |
28,481
+54
| +0.2% | +$9.14K | 1.23% | 20 |
|
|
2021
Q2 | $5M | Sell |
28,427
-1,744
| -6% | -$307K | 1.28% | 20 |
|
|
2021
Q1 | $5.57M | Sell |
30,171
-1,186
| -4% | -$219K | 1.56% | 16 |
|
|
2020
Q4 | $5.95M | Buy |
+31,357
| New | +$5.95M | 1.62% | 15 |
|