SWA
Stratos Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
15,612
-195
| -1% | -$24.2K | 0.1% | 209 |
|
|
2025
Q1 | $1.56M | Sell |
15,807
-3,633
| -19% | -$359K | 0.09% | 237 |
|
|
2024
Q4 | $2.16M | Sell |
19,440
-1,950
| -9% | -$217K | 0.1% | 201 |
|
|
2024
Q3 | $2.06M | Sell |
21,390
-1,426
| -6% | -$137K | 0.09% | 234 |
|
|
2024
Q2 | $2.27M | Buy |
22,816
+4,695
| +26% | +$466K | 0.11% | 188 |
|
|
2024
Q1 | $2.22M | Buy |
18,121
+108
| +0.6% | +$13.2K | 0.13% | 181 |
|
|
2023
Q4 | $1.63M | Sell |
18,013
-780
| -4% | -$70.4K | 0.09% | 249 |
|
|
2023
Q3 | $1.52M | Buy |
18,793
+3,058
| +19% | +$248K | 0.1% | 236 |
|
|
2023
Q2 | $1.4M | Buy |
15,735
+427
| +3% | +$38.1K | 0.1% | 239 |
|
|
2023
Q1 | $1.53M | Sell |
15,308
-1,621
| -10% | -$162K | 0.12% | 221 |
|
|
2022
Q4 | $1.47M | Sell |
16,929
-525
| -3% | -$45.6K | 0.12% | 227 |
|
|
2022
Q3 | $1.65M | Buy |
17,454
+517
| +3% | +$48.8K | 0.17% | 172 |
|
|
2022
Q2 | $1.6M | Buy |
16,937
+2,823
| +20% | +$267K | 0.15% | 184 |
|
|
2022
Q1 | $1.94M | Sell |
14,114
-2,548
| -15% | -$350K | 0.16% | 166 |
|
|
2021
Q4 | $2.58M | Buy |
16,662
+3,339
| +25% | +$517K | 0.19% | 154 |
|
|
2021
Q3 | $2.25M | Sell |
13,323
-1,796
| -12% | -$304K | 0.19% | 145 |
|
|
2021
Q2 | $2.66M | Buy |
15,119
+4,829
| +47% | +$849K | 0.24% | 114 |
|
|
2021
Q1 | $1.9M | Buy |
10,290
+1,661
| +19% | +$307K | 0.2% | 138 |
|
|
2020
Q4 | $1.56M | Buy |
8,629
+1,758
| +26% | +$318K | 0.22% | 116 |
|
|
2020
Q3 | $853K | Buy |
6,871
+438
| +7% | +$54.4K | 0.21% | 125 |
|
|
2020
Q2 | $717K | Buy |
6,433
+2,915
| +83% | +$325K | 0.22% | 111 |
|
|
2020
Q1 | $340K | Sell |
3,518
-878
| -20% | -$84.9K | 0.24% | 96 |
|
|
2019
Q4 | $636K | Sell |
4,396
-6,396
| -59% | -$925K | 0.36% | 66 |
|
|
2019
Q3 | $1.41M | Sell |
10,792
-8
| -0.1% | -$1.04K | 0.54% | 41 |
|
|
2019
Q2 | $1.51M | Sell |
10,800
-552
| -5% | -$77.1K | 0.6% | 33 |
|
|
2019
Q1 | $1.26M | Buy |
11,352
+1,034
| +10% | +$115K | 0.68% | 35 |
|
|
2018
Q4 | $1.13M | Buy |
+10,318
| New | +$1.13M | 0.75% | 30 |
|