VIA
Vickerman Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
27,457
-1,426
| -5% | -$177K | 0.73% | 41 |
|
|
2025
Q1 | $2.85M | Sell |
28,883
-700
| -2% | -$69.1K | 0.65% | 42 |
|
|
2024
Q4 | $3.29M | Sell |
29,583
-388
| -1% | -$43.2K | 0.9% | 34 |
|
|
2024
Q3 | $2.88M | Buy |
29,971
+537
| +2% | +$51.7K | 0.85% | 43 |
|
|
2024
Q2 | $2.92M | Sell |
29,434
-177
| -0.6% | -$17.6K | 0.94% | 37 |
|
|
2024
Q1 | $3.62M | Buy |
29,611
+181
| +0.6% | +$22.1K | 1.17% | 25 |
|
|
2023
Q4 | $2.66M | Buy |
29,430
+2,343
| +9% | +$212K | 0.91% | 42 |
|
|
2023
Q3 | $2.2M | Sell |
27,087
-410
| -1% | -$33.2K | 0.9% | 46 |
|
|
2023
Q2 | $2.45M | Buy |
27,497
+708
| +3% | +$63.2K | 0.96% | 46 |
|
|
2023
Q1 | $2.68M | Buy |
26,789
+107
| +0.4% | +$10.7K | 1.06% | 38 |
|
|
2022
Q4 | $2.32M | Buy |
26,682
+2,053
| +8% | +$178K | 1.05% | 40 |
|
|
2022
Q3 | $2.32M | Buy |
24,629
+868
| +4% | +$81.9K | 1.12% | 36 |
|
|
2022
Q2 | $2.24M | Buy |
23,761
+3,722
| +19% | +$351K | 1.06% | 37 |
|
|
2022
Q1 | $2.21M | Buy |
20,039
+3,217
| +19% | +$355K | 0.98% | 38 |
|
|
2021
Q4 | $2.61M | Buy |
16,822
+2,959
| +21% | +$458K | 1.05% | 32 |
|
|
2021
Q3 | $2.35M | Buy |
+13,863
| New | +$2.35M | 0.94% | 38 |
|