SIAP
Sterling Investment Advisors (Pennsylvania)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
5,448
-421
| -7% | -$52.2K | 0.15% | 116 |
|
|
2025
Q1 | $579K | Buy |
5,869
+128
| +2% | +$12.6K | 0.14% | 114 |
|
|
2024
Q4 | $639K | Buy |
5,741
+42
| +0.7% | +$4.68K | 0.16% | 96 |
|
|
2024
Q3 | $548K | Sell |
5,699
-591
| -9% | -$56.9K | 0.14% | 102 |
|
|
2024
Q2 | $625K | Buy |
6,290
+152
| +2% | +$15.1K | 0.17% | 89 |
|
|
2024
Q1 | $751K | Buy |
6,138
+4
| +0.1% | +$489 | 0.21% | 90 |
|
|
2023
Q4 | $554K | Sell |
6,134
-1,105
| -15% | -$99.8K | 0.17% | 93 |
|
|
2023
Q3 | $587K | Sell |
7,239
-1,276
| -15% | -$103K | 0.2% | 90 |
|
|
2023
Q2 | $760K | Sell |
8,515
-1,445
| -15% | -$129K | 0.25% | 83 |
|
|
2023
Q1 | $997K | Buy |
9,960
+805
| +9% | +$80.6K | 0.34% | 78 |
|
|
2022
Q4 | $795K | Sell |
9,155
-188
| -2% | -$16.3K | 0.28% | 87 |
|
|
2022
Q3 | $881K | Buy |
9,343
+147
| +2% | +$13.9K | 0.33% | 77 |
|
|
2022
Q2 | $868K | Buy |
9,196
+1,680
| +22% | +$159K | 0.3% | 80 |
|
|
2022
Q1 | $1.03M | Buy |
7,516
+20
| +0.3% | +$2.74K | 0.29% | 85 |
|
|
2021
Q4 | $1.16M | Buy |
7,496
+75
| +1% | +$11.6K | 0.33% | 79 |
|
|
2021
Q3 | $1.26M | Buy |
7,421
+100
| +1% | +$16.9K | 0.37% | 76 |
|
|
2021
Q2 | $1.29M | Buy |
7,321
+70
| +1% | +$12.3K | 0.38% | 75 |
|
|
2021
Q1 | $1.34M | Buy |
7,251
+82
| +1% | +$15.1K | 0.43% | 70 |
|
|
2020
Q4 | $1.3M | Sell |
7,169
-250
| -3% | -$45.3K | 0.44% | 65 |
|
|
2020
Q3 | $921K | Hold |
7,419
| – | – | 0.35% | 69 |
|
|
2020
Q2 | $827K | Sell |
7,419
-1,175
| -14% | -$131K | 0.34% | 75 |
|
|
2020
Q1 | $830K | Buy |
8,594
+907
| +12% | +$87.6K | 0.44% | 64 |
|
|
2019
Q4 | $1.11M | Buy |
7,687
+2,600
| +51% | +$376K | 0.51% | 58 |
|
|
2019
Q3 | $663K | Buy |
5,087
+157
| +3% | +$20.5K | 0.34% | 74 |
|
|
2019
Q2 | $688K | Hold |
4,930
| – | – | 0.35% | 76 |
|
|
2019
Q1 | $547K | Buy |
4,930
+9
| +0.2% | +$999 | 0.28% | 83 |
|
|
2018
Q4 | $539K | Buy |
4,921
+400
| +9% | +$43.8K | 0.32% | 78 |
|
|
2018
Q3 | $529K | Buy |
4,521
+196
| +5% | +$22.9K | 0.28% | 78 |
|
|
2018
Q2 | $453K | Buy |
4,325
+250
| +6% | +$26.2K | 0.27% | 81 |
|
|
2018
Q1 | $409K | Buy |
4,075
+593
| +17% | +$59.5K | 0.25% | 80 |
|
|
2017
Q4 | $374K | Buy |
3,482
+7
| +0.2% | +$752 | 0.23% | 82 |
|
|
2017
Q3 | $343K | Hold |
3,475
| – | – | 0.23% | 83 |
|
|
2017
Q2 | $369K | Buy |
3,475
+100
| +3% | +$10.6K | 0.25% | 82 |
|
|
2017
Q1 | $383K | Sell |
3,375
-125
| -4% | -$14.2K | 0.28% | 75 |
|
|
2016
Q4 | $365K | Buy |
+3,500
| New | +$365K | 0.29% | 69 |
|