SA
Strategic Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
17,252
-2,916
| -14% | -$362K | 0.42% | 58 |
|
|
2025
Q1 | $1.99M | Sell |
20,168
-1,589
| -7% | -$157K | 0.38% | 55 |
|
|
2024
Q4 | $2.42M | Sell |
21,757
-22,591
| -51% | -$2.52M | 0.44% | 47 |
|
|
2024
Q3 | $4.27M | Buy |
44,348
+3,832
| +9% | +$369K | 0.8% | 30 |
|
|
2024
Q2 | $4.02M | Sell |
40,516
-236
| -0.6% | -$23.4K | 0.78% | 25 |
|
|
2024
Q1 | $4.99M | Sell |
40,752
-516
| -1% | -$63.1K | 0.98% | 23 |
|
|
2023
Q4 | $3.73M | Sell |
41,268
-12
| -0% | -$1.08K | 0.71% | 30 |
|
|
2023
Q3 | $3.35M | Buy |
41,280
+599
| +1% | +$48.6K | 0.66% | 35 |
|
|
2023
Q2 | $3.63M | Buy |
40,681
+368
| +0.9% | +$32.9K | 0.69% | 37 |
|
|
2023
Q1 | $4.04M | Sell |
40,313
-924
| -2% | -$92.5K | 0.82% | 33 |
|
|
2022
Q4 | $3.58M | Buy |
41,237
+189
| +0.5% | +$16.4K | 0.8% | 33 |
|
|
2022
Q3 | $3.87M | Sell |
41,048
-31
| -0.1% | -$2.92K | 0.86% | 35 |
|
|
2022
Q2 | $3.88M | Sell |
41,079
-9
| -0% | -$849 | 0.81% | 34 |
|
|
2022
Q1 | $5.64M | Buy |
41,088
+8,613
| +27% | +$1.18M | 0.98% | 32 |
|
|
2021
Q4 | $5.03M | Buy |
32,475
+10,630
| +49% | +$1.65M | 0.72% | 42 |
|
|
2021
Q3 | $3.7M | Buy |
21,845
+4,846
| +29% | +$820K | 0.8% | 25 |
|
|
2021
Q2 | $2.99M | Buy |
16,999
+759
| +5% | +$133K | 0.78% | 27 |
|
|
2021
Q1 | $3M | Buy |
16,240
+432
| +3% | +$79.7K | 0.87% | 23 |
|
|
2020
Q4 | $2.82M | Buy |
15,808
+2,697
| +21% | +$482K | 0.82% | 25 |
|
|
2020
Q3 | $1.62M | Buy |
13,111
+1,276
| +11% | +$157K | 0.54% | 39 |
|
|
2020
Q2 | $1.41M | Sell |
11,835
-7,393
| -38% | -$880K | 0.53% | 40 |
|
|
2020
Q1 | $1.94M | Buy |
19,228
+1,179
| +7% | +$119K | 0.85% | 28 |
|
|
2019
Q4 | $2.61M | Sell |
18,049
-440
| -2% | -$63.6K | 0.91% | 26 |
|
|
2019
Q3 | $2.41M | Buy |
18,489
+2,480
| +15% | +$323K | 0.9% | 26 |
|
|
2019
Q2 | $2.24M | Buy |
16,009
+1,308
| +9% | +$183K | 0.85% | 31 |
|
|
2019
Q1 | $1.63M | Buy |
14,701
+2,062
| +16% | +$229K | 0.63% | 44 |
|
|
2018
Q4 | $1.39M | Buy |
12,639
+5,393
| +74% | +$591K | 0.61% | 45 |
|
|
2018
Q3 | $847K | Buy |
7,246
+427
| +6% | +$49.9K | 0.31% | 70 |
|
|
2018
Q2 | $715K | Sell |
6,819
-1,277
| -16% | -$134K | 0.29% | 73 |
|
|
2018
Q1 | $813K | Sell |
8,096
-1,219
| -13% | -$122K | 0.34% | 71 |
|
|
2017
Q4 | $1M | Sell |
9,315
-1,994
| -18% | -$214K | 0.41% | 63 |
|
|
2017
Q3 | $1.12M | Sell |
11,309
-6,004
| -35% | -$592K | 0.48% | 58 |
|
|
2017
Q2 | $1.84M | Sell |
17,313
-654
| -4% | -$69.5K | 0.84% | 40 |
|
|
2017
Q1 | $2.04M | Buy |
17,967
+2,186
| +14% | +$248K | 0.96% | 34 |
|
|
2016
Q4 | $1.65M | Sell |
15,781
-2,401
| -13% | -$250K | 0.86% | 39 |
|
|
2016
Q3 | $1.69M | Buy |
18,182
+197
| +1% | +$18.3K | 0.95% | 37 |
|
|
2016
Q2 | $1.62M | Buy |
17,985
+1,087
| +6% | +$98K | 0.94% | 39 |
|
|
2016
Q1 | $1.68M | Buy |
16,898
+5,920
| +54% | +$588K | 0.95% | 35 |
|
|
2015
Q4 | $1.15M | Buy |
10,978
+2,309
| +27% | +$243K | 0.75% | 47 |
|
|
2015
Q3 | $886K | Buy |
8,669
+1,791
| +26% | +$183K | 0.61% | 57 |
|
|
2015
Q2 | $785K | Buy |
6,878
+3,092
| +82% | +$353K | 0.5% | 68 |
|
|
2015
Q1 | $325K | Sell |
3,786
-1,753
| -32% | -$150K | 0.21% | 108 |
|
|
2014
Q4 | $522K | Buy |
5,539
+1,852
| +50% | +$175K | 0.34% | 96 |
|
|
2014
Q3 | $328K | Sell |
3,687
-99
| -3% | -$8.81K | 0.22% | 106 |
|
|
2014
Q2 | $325K | Hold |
3,786
| – | – | 0.21% | 108 |
|
|
2014
Q1 | $303K | Buy |
3,786
+501
| +15% | +$40.1K | 0.2% | 111 |
|
|
2013
Q4 | $251K | Buy |
+3,285
| New | +$251K | 0.17% | 121 |
|