VAG
VisionPoint Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
+2,768
| New | +$343K | 0.07% | 247 |
|
|
2025
Q1 | – | Sell |
-8,596
| Closed | -$953K | – | 231 |
|
|
2024
Q4 | $953K | Sell |
8,596
-73
| -0.8% | -$8.09K | 0.33% | 80 |
|
|
2024
Q3 | $834K | Buy |
8,669
+1,472
| +20% | +$142K | 0.28% | 92 |
|
|
2024
Q2 | $715K | Buy |
7,197
+1,131
| +19% | +$112K | 0.25% | 91 |
|
|
2024
Q1 | $742K | Buy |
6,066
+1,070
| +21% | +$131K | 0.27% | 92 |
|
|
2023
Q4 | $451K | Buy |
4,996
+568
| +13% | +$51.3K | 0.17% | 103 |
|
|
2023
Q3 | $359K | Buy |
4,428
+2,413
| +120% | +$196K | 0.15% | 110 |
|
|
2023
Q2 | $180K | Sell |
2,015
-193
| -9% | -$17.2K | 0.07% | 137 |
|
|
2023
Q1 | $215K | Hold |
2,208
| – | – | 0.09% | 138 |
|
|
2022
Q4 | $238K | Buy |
+2,208
| New | +$238K | 0.1% | 123 |
|
|
2022
Q3 | – | Sell |
-2,501
| Closed | -$294K | – | 98 |
|
|
2022
Q2 | $294K | Sell |
2,501
-1,898
| -43% | -$223K | 0.12% | 83 |
|
|
2022
Q1 | $459K | Buy |
4,399
+1,983
| +82% | +$207K | 0.21% | 55 |
|
|
2021
Q4 | $343K | Sell |
2,416
-60
| -2% | -$8.52K | 0.15% | 78 |
|
|
2021
Q3 | $435K | Buy |
+2,476
| New | +$435K | 0.19% | 68 |
|
|
2021
Q1 | – | Sell |
-2,694
| Closed | -$488K | – | 118 |
|
|
2020
Q4 | $488K | Sell |
2,694
-250
| -8% | -$45.3K | 0.25% | 83 |
|
|
2020
Q3 | $365K | Buy |
2,944
+50
| +2% | +$6.2K | 0.16% | 74 |
|
|
2020
Q2 | $340K | Sell |
2,894
-3,994
| -58% | -$469K | 0.14% | 69 |
|
|
2020
Q1 | $665K | Sell |
6,888
-225
| -3% | -$21.7K | 0.31% | 46 |
|
|
2019
Q4 | $1.03M | Sell |
7,113
-695
| -9% | -$101K | 0.43% | 43 |
|
|
2019
Q3 | $1.02M | Sell |
7,808
-469
| -6% | -$61.1K | 0.28% | 48 |
|
|
2019
Q2 | $1.16M | Buy |
8,277
+1,595
| +24% | +$223K | 0.33% | 44 |
|
|
2019
Q1 | $742K | Sell |
6,682
-19,585
| -75% | -$2.17M | 0.21% | 64 |
|
|
2018
Q4 | $2.88M | Buy |
+26,267
| New | +$2.88M | 0.93% | 18 |
|