WA
WBH Advisory’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
17,580
-1,331
| -7% | -$165K | 0.19% | 94 |
|
|
2025
Q1 | $1.87M | Sell |
18,911
-1,175
| -6% | -$116K | 0.17% | 104 |
|
|
2024
Q4 | $2.24M | Sell |
20,086
-944
| -4% | -$105K | 0.21% | 85 |
|
|
2024
Q3 | $2.02M | Sell |
21,030
-996
| -5% | -$95.8K | 0.19% | 94 |
|
|
2024
Q2 | $2.19M | Sell |
22,026
-1,362
| -6% | -$135K | 0.22% | 80 |
|
|
2024
Q1 | $2.86M | Sell |
23,388
-320
| -1% | -$39.2K | 0.29% | 70 |
|
|
2023
Q4 | $2.14M | Sell |
23,708
-1,373
| -5% | -$124K | 0.24% | 80 |
|
|
2023
Q3 | $2.03M | Sell |
25,081
-1,380
| -5% | -$112K | 0.25% | 84 |
|
|
2023
Q2 | $2.36M | Sell |
26,461
-548
| -2% | -$48.9K | 0.28% | 78 |
|
|
2023
Q1 | $2.7M | Buy |
+27,009
| New | +$2.7M | 0.34% | 69 |
|
|
2022
Q3 | $2.81M | Sell |
29,780
-572
| -2% | -$54K | 0.41% | 63 |
|
|
2022
Q2 | $2.84M | Sell |
30,352
-867
| -3% | -$81.2K | 0.38% | 60 |
|
|
2022
Q1 | $3.6M | Sell |
31,219
-2,953
| -9% | -$340K | 0.44% | 54 |
|
|
2021
Q4 | $5.29M | Sell |
34,172
-445
| -1% | -$68.9K | 0.6% | 41 |
|
|
2021
Q3 | $5.86M | Sell |
34,617
-53
| -0.2% | -$8.97K | 0.79% | 32 |
|
|
2021
Q2 | $6.2M | Buy |
34,670
+447
| +1% | +$79.9K | 0.91% | 28 |
|
|
2021
Q1 | $6.32M | Sell |
34,223
-912
| -3% | -$168K | 1.02% | 24 |
|
|
2020
Q4 | $6.1M | Sell |
35,135
-845
| -2% | -$147K | 1.05% | 25 |
|
|
2020
Q3 | $4.46M | Sell |
35,980
-1,547
| -4% | -$192K | 0.9% | 27 |
|
|
2020
Q2 | $4.18M | Sell |
37,527
-1,205
| -3% | -$134K | 1.01% | 22 |
|
|
2020
Q1 | $3.74K | Sell |
38,732
-729
| -2% | -$70 | 0.88% | 25 |
|
|
2019
Q4 | $5.71M | Sell |
39,461
-1,197
| -3% | -$173K | 1.17% | 21 |
|
|
2019
Q3 | $5.3M | Sell |
40,658
-913
| -2% | -$119K | 1.19% | 22 |
|
|
2019
Q2 | $5.8M | Sell |
41,571
-385
| -0.9% | -$53.8K | 1.35% | 14 |
|
|
2019
Q1 | $4.66M | Sell |
41,956
-171
| -0.4% | -$19K | 1.11% | 20 |
|
|
2018
Q4 | $4.62K | Sell |
42,127
-150
| -0.4% | -$16 | 1.12% | 17 |
|
|
2018
Q3 | $4.94M | Sell |
42,277
-1,018
| -2% | -$119K | 1.2% | 17 |
|
|
2018
Q2 | $4.54M | Sell |
43,295
-41
| -0.1% | -$4.3K | 1.18% | 17 |
|
|
2018
Q1 | $4.35M | Sell |
43,336
-277
| -0.6% | -$27.8K | 1.18% | 15 |
|
|
2017
Q4 | $4.69M | Sell |
43,613
-975
| -2% | -$105K | 1.25% | 15 |
|
|
2017
Q3 | $4.4M | Sell |
44,588
-1,270
| -3% | -$125K | 1.23% | 16 |
|
|
2017
Q2 | $4.87M | Sell |
45,858
-241
| -0.5% | -$25.6K | 1.37% | 13 |
|
|
2017
Q1 | $5.23M | Buy |
46,099
+1,322
| +3% | +$150K | 1.57% | 12 |
|
|
2016
Q4 | $4.67M | Sell |
44,777
-867
| -2% | -$90.3K | 1.56% | 12 |
|
|
2016
Q3 | $4.24M | Buy |
45,644
+120
| +0.3% | +$11.1K | 1.45% | 13 |
|
|
2016
Q2 | $4.45M | Sell |
45,524
-657
| -1% | -$64.3K | 1.73% | 11 |
|
|
2016
Q1 | $4.59M | Sell |
46,181
-160
| -0.3% | -$15.9K | 1.53% | 11 |
|
|
2015
Q4 | $4.87K | Sell |
46,341
-853
| -2% | -$90 | 1.7% | 9 |
|
|
2015
Q3 | $4.82M | Buy |
47,194
+260
| +0.6% | +$26.6K | 2% | 9 |
|
|
2015
Q2 | $5.36M | Sell |
46,934
-1,715
| -4% | -$196K | 2.11% | 8 |
|
|
2015
Q1 | $5.1K | Sell |
48,649
-1,583
| -3% | -$166 | 1.43% | 9 |
|
|
2014
Q4 | $4.73M | Sell |
50,232
-963
| -2% | -$90.7K | 1.78% | 9 |
|
|
2014
Q3 | $4.56M | Sell |
51,195
-568
| -1% | -$50.6K | 1.6% | 12 |
|
|
2014
Q2 | $4.44M | Buy |
51,763
+74
| +0.1% | +$6.35K | 1.68% | 10 |
|
|
2014
Q1 | $4.14M | Sell |
51,689
-259
| -0.5% | -$20.7K | 1.65% | 11 |
|
|
2013
Q4 | $3.97M | Buy |
51,948
+235
| +0.5% | +$18K | 1.6% | 13 |
|
|
2013
Q3 | $3.34M | Sell |
51,713
-615
| -1% | -$39.7K | 1.49% | 14 |
|
|
2013
Q2 | $3.3M | Buy |
+52,328
| New | +$3.3M | 1.53% | 14 |
|