Strategic Wealth Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
+3,958
| New | +$491K | 0.04% | 212 |
|
|
2024
Q4 | $466K | Sell |
4,250
-241
| -5% | -$26.4K | 0.04% | 218 |
|
|
2024
Q3 | $432K | Sell |
4,491
-2,043
| -31% | -$197K | 0.04% | 215 |
|
|
2024
Q2 | $649K | Sell |
6,534
-46
| -0.7% | -$4.57K | 0.07% | 171 |
|
|
2024
Q1 | $805K | Buy |
6,580
+524
| +9% | +$64.1K | 0.09% | 153 |
|
|
2023
Q4 | $547K | Sell |
6,056
-1,932
| -24% | -$174K | 0.07% | 175 |
|
|
2023
Q3 | $647K | Buy |
7,988
+140
| +2% | +$11.3K | 0.09% | 179 |
|
|
2023
Q2 | $701K | Sell |
7,848
-394
| -5% | -$35.2K | 0.09% | 177 |
|
|
2023
Q1 | $825K | Buy |
8,242
+215
| +3% | +$21.5K | 0.13% | 142 |
|
|
2022
Q4 | $697K | Buy |
8,027
+493
| +7% | +$42.8K | 0.13% | 148 |
|
|
2022
Q3 | $711K | Buy |
7,534
+781
| +12% | +$73.7K | 0.15% | 148 |
|
|
2022
Q2 | $637K | Sell |
6,753
-965
| -13% | -$91K | 0.14% | 146 |
|
|
2022
Q1 | $1.06M | Buy |
7,718
+508
| +7% | +$69.7K | 0.21% | 129 |
|
|
2021
Q4 | $1.12M | Buy |
7,210
+141
| +2% | +$21.8K | 0.21% | 135 |
|
|
2021
Q3 | $1.2M | Buy |
7,069
+461
| +7% | +$78K | 0.35% | 86 |
|
|
2021
Q2 | $1.16M | Buy |
6,608
+2,568
| +64% | +$452K | 0.38% | 73 |
|
|
2021
Q1 | $745K | Sell |
4,040
-146
| -3% | -$26.9K | 0.3% | 88 |
|
|
2020
Q4 | $758K | Sell |
4,186
-213
| -5% | -$38.6K | 0.32% | 80 |
|
|
2020
Q3 | $546K | Sell |
4,399
-485
| -10% | -$60.2K | 0.28% | 88 |
|
|
2020
Q2 | $545K | Sell |
4,884
-9,545
| -66% | -$1.07M | 0.28% | 87 |
|
|
2020
Q1 | $2.09M | Hold |
14,429
| – | – | 1.09% | 20 |
|
|
2019
Q4 | $2.09M | Sell |
14,429
-1,562
| -10% | -$226K | 1.09% | 20 |
|
|
2019
Q3 | $243K | Buy |
15,991
+1,104
| +7% | +$16.8K | 1.25% | 13 |
|
|
2019
Q2 | $2.08M | Sell |
14,887
-245
| -2% | -$34.2K | 1% | 17 |
|
|
2019
Q1 | $1.7M | Buy |
15,132
+2,506
| +20% | +$282K | 0.78% | 30 |
|
|
2018
Q4 | $1.57M | Buy |
12,626
+238
| +2% | +$29.5K | 0.79% | 27 |
|
|
2018
Q3 | $1.45M | Buy |
12,388
+1,250
| +11% | +$146K | 0.77% | 35 |
|
|
2018
Q2 | $1.17M | Sell |
11,138
-133
| -1% | -$13.9K | 0.68% | 36 |
|
|
2018
Q1 | $1.13M | Buy |
11,271
+1,419
| +14% | +$143K | 0.58% | 48 |
|
|
2017
Q4 | $1.01M | Buy |
+9,852
| New | +$1.01M | 0.56% | 60 |
|