TCI Wealth Advisors’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 | $624K | Sell |
5,034
-465
| -8% | -$57.7K | 0.04% | 127 |
|
|
2025
Q1 | $543K | Sell |
5,499
-374
| -6% | -$36.9K | 0.04% | 120 |
|
|
2024
Q4 | $654K | Sell |
5,873
-356
| -6% | -$39.6K | 0.05% | 109 |
|
|
2024
Q3 | $599K | Sell |
6,229
-19
| -0.3% | -$1.83K | 0.05% | 115 |
|
|
2024
Q2 | $620K | Buy |
6,248
+717
| +13% | +$71.2K | 0.06% | 107 |
|
|
2024
Q1 | $677K | Buy |
5,531
+273
| +5% | +$33.4K | 0.07% | 102 |
|
|
2023
Q4 | $475K | Sell |
5,258
-362
| -6% | -$32.7K | 0.05% | 118 |
|
|
2023
Q3 | $455K | Buy |
5,620
+428
| +8% | +$34.7K | 0.06% | 117 |
|
|
2023
Q2 | $464K | Buy |
5,192
+13
| +0.3% | +$1.16K | 0.06% | 116 |
|
|
2023
Q1 | $519K | Sell |
5,179
-236
| -4% | -$23.6K | 0.07% | 104 |
|
|
2022
Q4 | $470K | Sell |
5,415
-57
| -1% | -$4.95K | 0.07% | 106 |
|
|
2022
Q3 | $516K | Sell |
5,472
-363
| -6% | -$34.2K | 0.08% | 93 |
|
|
2022
Q2 | $551K | Buy |
5,835
+810
| +16% | +$76.5K | 0.08% | 96 |
|
|
2022
Q1 | $689K | Sell |
5,025
-178
| -3% | -$24.4K | 0.1% | 83 |
|
|
2021
Q4 | $806K | Sell |
5,203
-351
| -6% | -$54.4K | 0.12% | 72 |
|
|
2021
Q3 | $940K | Sell |
5,554
-389
| -7% | -$65.8K | 0.14% | 63 |
|
|
2021
Q2 | $1.05M | Buy |
5,943
+40
| +0.7% | +$7.03K | 0.18% | 55 |
|
|
2021
Q1 | $1.09M | Sell |
5,903
-155
| -3% | -$28.6K | 0.46% | 47 |
|
|
2020
Q4 | $1.1M | Sell |
6,058
-2,939
| -33% | -$533K | 0.49% | 45 |
|
|
2020
Q3 | $1.12M | Sell |
8,997
-291
| -3% | -$36.1K | 0.44% | 53 |
|
|
2020
Q2 | $1.04M | Buy |
9,288
+77
| +0.8% | +$8.59K | 0.44% | 49 |
|
|
2020
Q1 | $890K | Buy |
9,211
+428
| +5% | +$41.4K | 0.44% | 51 |
|
|
2019
Q4 | $1.27M | Buy |
8,783
+160
| +2% | +$23.1K | 0.49% | 48 |
|
|
2019
Q3 | $1.12M | Buy |
8,623
+6
| +0.1% | +$782 | 0.5% | 48 |
|
|
2019
Q2 | $1.2M | Sell |
8,617
-177
| -2% | -$24.7K | 0.54% | 44 |
|
|
2019
Q1 | $976K | Buy |
8,794
+85
| +1% | +$9.43K | 0.43% | 53 |
|
|
2018
Q4 | $955K | Sell |
8,709
-363
| -4% | -$39.8K | 0.46% | 51 |
|
|
2018
Q3 | $1.06M | Buy |
9,072
+424
| +5% | +$49.6K | 0.44% | 54 |
|
|
2018
Q2 | $906K | Sell |
8,648
-178
| -2% | -$18.6K | 0.4% | 58 |
|
|
2018
Q1 | $887K | Buy |
8,826
+524
| +6% | +$52.7K | 0.41% | 60 |
|
|
2017
Q4 | $893K | Sell |
8,302
-163
| -2% | -$17.5K | 0.39% | 63 |
|
|
2017
Q3 | $834K | Buy |
8,465
+130
| +2% | +$12.8K | 0.41% | 58 |
|
|
2017
Q2 | $886K | Sell |
8,335
-126
| -1% | -$13.4K | 0.45% | 54 |
|
|
2017
Q1 | $959K | Buy |
8,461
+3
| +0% | +$340 | 0.5% | 48 |
|
|
2016
Q4 | $882K | Buy |
8,458
+161
| +2% | +$16.8K | 0.46% | 49 |
|
|
2016
Q3 | $770K | Buy |
8,297
+2
| +0% | +$186 | 0.42% | 59 |
|
|
2016
Q2 | $811K | Hold |
8,295
| – | – | 0.45% | 56 |
|
|
2016
Q1 | $824K | Sell |
8,295
-798
| -9% | -$79.3K | 0.46% | 56 |
|
|
2015
Q4 | $955K | Buy |
9,093
+760
| +9% | +$79.8K | 0.53% | 48 |
|
|
2015
Q3 | $852K | Buy |
8,333
+138
| +2% | +$14.1K | 0.51% | 50 |
|
|
2015
Q2 | $935K | Buy |
8,195
+445
| +6% | +$50.8K | 0.54% | 47 |
|
|
2015
Q1 | $813K | Sell |
7,750
-81
| -1% | -$8.5K | 0.51% | 49 |
|
|
2014
Q4 | $738K | Buy |
7,831
+42
| +0.5% | +$3.96K | 0.46% | 53 |
|
|
2014
Q3 | $693K | Buy |
7,789
+246
| +3% | +$21.9K | 0.44% | 53 |
|
|
2014
Q2 | $647K | Hold |
7,543
| – | – | 0.39% | 58 |
|
|
2014
Q1 | $604K | Sell |
7,543
-595
| -7% | -$47.6K | 0.39% | 60 |
|
|
2013
Q4 | $622K | Buy |
8,138
+780
| +11% | +$59.6K | 0.39% | 57 |
|
|
2013
Q3 | $475K | Sell |
7,358
-5
| -0.1% | -$323 | 0.36% | 57 |
|
|
2013
Q2 | $465K | Buy |
+7,363
| New | +$465K | 0.35% | 61 |
|