VWA
Visionary Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
3,517
+355
| +11% | +$44K | 0.02% | 383 |
|
|
2025
Q1 | $312K | Sell |
3,162
-99
| -3% | -$9.77K | 0.02% | 430 |
|
|
2024
Q4 | $363K | Sell |
3,261
-327
| -9% | -$36.4K | 0.02% | 403 |
|
|
2024
Q3 | $345K | Sell |
3,588
-401
| -10% | -$38.6K | 0.02% | 403 |
|
|
2024
Q2 | $396K | Sell |
3,989
-1,197
| -23% | -$119K | 0.03% | 364 |
|
|
2024
Q1 | $635K | Sell |
5,186
-152
| -3% | -$18.6K | 0.04% | 291 |
|
|
2023
Q4 | $482K | Sell |
5,338
-251
| -4% | -$22.7K | 0.04% | 318 |
|
|
2023
Q3 | $453K | Buy |
5,589
+24
| +0.4% | +$1.95K | 0.04% | 316 |
|
|
2023
Q2 | $497K | Sell |
5,565
-164
| -3% | -$14.6K | 0.04% | 296 |
|
|
2023
Q1 | $574K | Buy |
5,729
+295
| +5% | +$29.5K | 0.05% | 262 |
|
|
2022
Q4 | $472K | Sell |
5,434
-602
| -10% | -$52.3K | 0.04% | 248 |
|
|
2022
Q3 | $569K | Sell |
6,036
-3,847
| -39% | -$363K | 0.06% | 210 |
|
|
2022
Q2 | $933K | Sell |
9,883
-1,227
| -11% | -$116K | 0.08% | 177 |
|
|
2022
Q1 | $1.52M | Buy |
11,110
+524
| +5% | +$71.9K | 0.12% | 146 |
|
|
2021
Q4 | $1.64M | Buy |
10,586
+1,446
| +16% | +$224K | 0.13% | 135 |
|
|
2021
Q3 | $1.55M | Sell |
9,140
-1,316
| -13% | -$223K | 0.16% | 119 |
|
|
2021
Q2 | $1.84M | Sell |
10,456
-79
| -0.7% | -$13.9K | 0.18% | 110 |
|
|
2021
Q1 | $1.94M | Sell |
10,535
-570
| -5% | -$105K | 0.2% | 111 |
|
|
2020
Q4 | $2.01M | Buy |
11,105
+645
| +6% | +$117K | 0.23% | 100 |
|
|
2020
Q3 | $1.3M | Buy |
10,460
+1,087
| +12% | +$135K | 0.18% | 109 |
|
|
2020
Q2 | $1.05M | Sell |
9,373
-1,274
| -12% | -$142K | 0.16% | 115 |
|
|
2020
Q1 | $1.03M | Buy |
10,647
+1,423
| +15% | +$138K | 0.19% | 97 |
|
|
2019
Q4 | $1.33M | Buy |
+9,224
| New | +$1.33M | 0.24% | 89 |
|