Tiedemann Advisors’s Walt Disney DIS Stock Holding History

Tiedemann Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.24M	Buy	15,332 +3,750	+32%	+$304K	0.05%	106
2023 Q2	$1.03M	Buy	11,582 +3,634	+46%	+$324K	0.04%	114
2023 Q1	$796K	Buy	7,948 +465	+6%	+$46.6K	0.04%	126
2022 Q4	$650K	Buy	7,483 +465	+7%	+$40.4K	0.03%	148
2022 Q3	$663K	Sell	7,018 -360	-5%	-$34K	0.04%	136
2022 Q2	$696K	Sell	7,378 -2,578	-26%	-$243K	0.05%	135
2022 Q1	$1.37M	Buy	9,956 +220	+2%	+$30.2K	0.07%	124
2021 Q4	$1.51M	Sell	9,736 -88	-0.9%	-$13.6K	0.07%	106
2021 Q3	$1.66M	Sell	9,824 -1,348	-12%	-$228K	0.09%	96
2021 Q2	$1.96M	Sell	11,172 -982	-8%	-$173K	0.08%	106
2021 Q1	$2.24M	Sell	12,154 -59	-0.5%	-$10.9K	0.1%	97
2020 Q4	$2.21M	Sell	12,213 -3,156	-21%	-$571K	0.11%	96
2020 Q3	$1.91M	Sell	15,369 -1,259	-8%	-$156K	0.09%	131
2020 Q2	$1.86M	Sell	16,628 -663	-4%	-$74K	0.1%	116
2020 Q1	$1.67M	Sell	17,291 -920	-5%	-$88.9K	0.11%	110
2019 Q4	$2.65M	Sell	18,211 -16,001	-47%	-$2.33M	0.13%	95
2019 Q3	$4.46M	Buy	34,212 +12,693	+59%	+$1.66M	0.21%	76
2019 Q2	$3.01M	Sell	21,519 -25,656	-54%	-$3.58M	0.15%	85
2019 Q1	$5.24M	Buy	47,175 +479	+1%	+$53.2K	0.25%	67
2018 Q4	$5.16M	Buy	46,696 +11,287	+32%	+$1.25M	0.26%	66
2018 Q3	$4.14M	Buy	35,409 +939	+3%	+$110K	0.25%	71
2018 Q2	$3.62M	Buy	34,470 +555	+2%	+$58.2K	0.23%	72
2018 Q1	$3.41M	Buy	33,915 +12,084	+55%	+$1.21M	0.23%	66
2017 Q4	$2.37M	Buy	21,831 +523	+2%	+$56.7K	0.18%	75
2017 Q3	$2.08M	Sell	21,308 -19,293	-48%	-$1.88M	0.19%	95
2017 Q2	$4.31M	Buy	40,601 +3,422	+9%	+$364K	0.31%	61
2017 Q1	$4.22M	Buy	37,179 +5,168	+16%	+$586K	0.35%	59
2016 Q4	$3.34M	Buy	32,011 +3,579	+13%	+$373K	0.33%	62
2016 Q3	$2.64M	Buy	28,432 +18,159	+177%	+$1.68M	0.55%	23
2016 Q2	$1.01M	Sell	10,273 -600	-6%	-$58.7K	0.97%	29
2016 Q1	$1.08M	Hold	10,873	–	–	0.85%	27
2015 Q4	$1.14M	Buy	10,873 +4,511	+71%	+$473K	0.44%	27
2015 Q3	$650K	Buy	+6,362	New	+$650K	0.5%	28