V Wealth Advisors’s Walt Disney DIS Stock Holding History

V Wealth Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$605K	Sell	7,470 -3,059	-29%	-$248K	0.49%	43
2023 Q2	$940K	Sell	10,529 -1,178	-10%	-$105K	0.16%	131
2023 Q1	$1.17M	Buy	11,707 +67	+0.6%	+$6.71K	0.22%	99
2022 Q4	$1.01M	Sell	11,640 -62	-0.5%	-$5.39K	0.21%	108
2022 Q3	$1.1M	Sell	11,702 -1,273	-10%	-$120K	0.22%	102
2022 Q2	$1.22M	Sell	12,975 -3,288	-20%	-$310K	0.23%	109
2022 Q1	$2.23M	Sell	16,263 -979	-6%	-$134K	0.36%	58
2021 Q4	$2.67M	Sell	17,242 -1,301	-7%	-$202K	0.39%	50
2021 Q3	$3.14M	Sell	18,543 -441	-2%	-$74.6K	0.49%	38
2021 Q2	$3.35M	Buy	18,984 +2,272	+14%	+$400K	0.53%	33
2021 Q1	$3.08M	Buy	16,712 +1,470	+10%	+$271K	0.57%	27
2020 Q4	$2.76M	Buy	15,242 +10,067	+195%	+$1.82M	0.57%	29
2020 Q3	$642K	Sell	5,175 -10,473	-67%	-$1.3M	0.44%	59
2020 Q2	$1.75M	Sell	15,648 -3,097	-17%	-$345K	0.45%	48
2020 Q1	$1.81M	Buy	18,745 +8,161	+77%	+$788K	0.57%	31
2019 Q4	$1.38M	Hold	10,584	–	–	0.49%	53
2019 Q3	$1.38M	Buy	10,584 +1,028	+11%	+$134K	0.49%	53
2019 Q2	$1.34M	Buy	9,556 +611	+7%	+$85.4K	0.51%	59
2019 Q1	$1.22M	Buy	8,945 +1,002	+13%	+$137K	0.49%	59
2018 Q4	$886K	Buy	7,943 +306	+4%	+$34.1K	0.45%	62
2018 Q3	$898K	Buy	7,637 +1,290	+20%	+$152K	0.41%	63
2018 Q2	$674K	Buy	6,347 +50	+0.8%	+$5.31K	0.38%	76
2018 Q1	$624K	Buy	6,297 +108	+2%	+$10.7K	0.33%	83
2017 Q4	$689K	Sell	6,189 -344	-5%	-$38.3K	0.35%	78
2017 Q3	$647K	Buy	6,533 +1,559	+31%	+$154K	0.33%	74
2017 Q2	$527K	Sell	4,974 -808	-14%	-$85.6K	0.25%	86
2017 Q1	$656K	Buy	5,782 +1,730	+43%	+$196K	0.4%	73
2016 Q4	$419K	Sell	4,052 -14,777	-78%	-$1.53M	0.31%	94
2016 Q3	$1.76M	Buy	18,829 +47	+0.3%	+$4.39K	1.42%	19
2016 Q2	$1.84M	Buy	18,782 +428	+2%	+$41.8K	1.5%	12
2016 Q1	$1.81M	Buy	+18,354	New	+$1.81M	1.45%	17