TA
Tectonic Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
15,686
+923
| +6% | +$114K | 0.11% | 105 |
|
|
2025
Q1 | $1.46M | Sell |
14,763
-397
| -3% | -$39.2K | 0.09% | 122 |
|
|
2024
Q4 | $1.69M | Buy |
15,160
+727
| +5% | +$81K | 0.11% | 111 |
|
|
2024
Q3 | $1.39M | Buy |
14,433
+1,763
| +14% | +$170K | 0.09% | 122 |
|
|
2024
Q2 | $1.26M | Buy |
12,670
+984
| +8% | +$97.7K | 0.09% | 123 |
|
|
2024
Q1 | $1.43M | Buy |
11,686
+471
| +4% | +$57.6K | 0.11% | 107 |
|
|
2023
Q4 | $1.01M | Buy |
11,215
+884
| +9% | +$79.8K | 0.08% | 132 |
|
|
2023
Q3 | $837K | Buy |
10,331
+1,769
| +21% | +$143K | 0.08% | 134 |
|
|
2023
Q2 | $764K | Buy |
8,562
+1,343
| +19% | +$120K | 0.09% | 147 |
|
|
2023
Q1 | $723K | Sell |
7,219
-534
| -7% | -$53.5K | 0.1% | 134 |
|
|
2022
Q4 | $674K | Sell |
7,753
-1,942
| -20% | -$169K | 0.1% | 132 |
|
|
2022
Q3 | $914K | Buy |
9,695
+2,008
| +26% | +$189K | 0.17% | 94 |
|
|
2022
Q2 | $726K | Buy |
7,687
+1,020
| +15% | +$96.3K | 0.13% | 107 |
|
|
2022
Q1 | $915K | Buy |
6,667
+818
| +14% | +$112K | 0.16% | 96 |
|
|
2021
Q4 | $906K | Buy |
5,849
+650
| +13% | +$101K | 0.16% | 91 |
|
|
2021
Q3 | $879K | Buy |
5,199
+441
| +9% | +$74.6K | 0.17% | 76 |
|
|
2021
Q2 | $836K | Sell |
4,758
-1,658
| -26% | -$291K | 0.17% | 78 |
|
|
2021
Q1 | $1.18M | Sell |
6,416
-7
| -0.1% | -$1.29K | 0.29% | 58 |
|
|
2020
Q4 | $1.16M | Buy |
+6,423
| New | +$1.16M | 0.32% | 58 |
|