SVWAG
Sound View Wealth Advisors Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
12,332
-1,301
| -10% | -$161K | 0.11% | 148 |
|
|
2025
Q1 | $1.35M | Sell |
13,633
-1,535
| -10% | -$152K | 0.11% | 152 |
|
|
2024
Q4 | $1.69M | Sell |
15,168
-57
| -0.4% | -$6.35K | 0.14% | 133 |
|
|
2024
Q3 | $1.46M | Buy |
15,225
+2,176
| +17% | +$209K | 0.12% | 148 |
|
|
2024
Q2 | $1.3M | Sell |
13,049
-63
| -0.5% | -$6.26K | 0.13% | 136 |
|
|
2024
Q1 | $1.6M | Sell |
13,112
-548
| -4% | -$67.1K | 0.17% | 127 |
|
|
2023
Q4 | $1.23M | Sell |
13,660
-515
| -4% | -$46.5K | 0.14% | 142 |
|
|
2023
Q3 | $1.15M | Sell |
14,175
-26
| -0.2% | -$2.11K | 0.14% | 133 |
|
|
2023
Q2 | $1.27M | Sell |
14,201
-634
| -4% | -$56.6K | 0.17% | 121 |
|
|
2023
Q1 | $1.49M | Buy |
14,835
+1,175
| +9% | +$118K | 0.2% | 109 |
|
|
2022
Q4 | $1.23M | Buy |
13,660
+242
| +2% | +$21.8K | 0.14% | 142 |
|
|
2022
Q3 | $1.27M | Sell |
13,418
-3,954
| -23% | -$373K | 0.28% | 90 |
|
|
2022
Q2 | $1.64M | Buy |
17,372
+460
| +3% | +$43.4K | 0.34% | 76 |
|
|
2022
Q1 | $2.32M | Buy |
16,912
+1,075
| +7% | +$147K | 0.44% | 60 |
|
|
2021
Q4 | $2.45M | Buy |
15,837
+488
| +3% | +$75.6K | 0.46% | 56 |
|
|
2021
Q3 | $2.6M | Buy |
15,349
+188
| +1% | +$31.8K | 0.54% | 50 |
|
|
2021
Q2 | $2.67M | Buy |
15,161
+142
| +0.9% | +$25K | 0.56% | 49 |
|
|
2021
Q1 | $2.77M | Sell |
15,019
-103
| -0.7% | -$19K | 0.65% | 44 |
|
|
2020
Q4 | $2.74M | Sell |
15,122
-1,285
| -8% | -$233K | 0.67% | 43 |
|
|
2020
Q3 | $2.04M | Buy |
16,407
+835
| +5% | +$104K | 0.54% | 53 |
|
|
2020
Q2 | $1.74M | Sell |
15,572
-1,222
| -7% | -$136K | 0.49% | 57 |
|
|
2020
Q1 | $1.62M | Buy |
16,794
+995
| +6% | +$96.1K | 0.56% | 57 |
|
|
2019
Q4 | $2.29M | Buy |
15,799
+205
| +1% | +$29.6K | 0.64% | 50 |
|
|
2019
Q3 | $2.03M | Sell |
15,594
-135
| -0.9% | -$17.6K | 0.61% | 52 |
|
|
2019
Q2 | $2.2M | Buy |
+15,729
| New | +$2.2M | 0.65% | 50 |
|