WWA
WCG Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
35,635
+1,198
| +3% | +$149K | 0.29% | 91 |
|
|
2025
Q1 | $3.4M | Sell |
34,437
-2,208
| -6% | -$218K | 0.26% | 97 |
|
|
2024
Q4 | $4.08M | Buy |
36,645
+2,611
| +8% | +$291K | 0.27% | 100 |
|
|
2024
Q3 | $3.27M | Sell |
34,034
-982
| -3% | -$94.5K | 0.22% | 112 |
|
|
2024
Q2 | $3.48M | Buy |
35,016
+4,776
| +16% | +$474K | 0.26% | 90 |
|
|
2024
Q1 | $3.7M | Sell |
30,240
-9,685
| -24% | -$1.19M | 0.31% | 75 |
|
|
2023
Q4 | $3.61M | Buy |
39,925
+2,601
| +7% | +$235K | 0.26% | 89 |
|
|
2023
Q3 | $3.09M | Buy |
37,324
+9,047
| +32% | +$749K | 0.23% | 97 |
|
|
2023
Q2 | $2.53M | Buy |
28,277
+2,120
| +8% | +$189K | 0.3% | 68 |
|
|
2023
Q1 | $2.62M | Buy |
26,157
+114
| +0.4% | +$11.4K | 0.34% | 65 |
|
|
2022
Q4 | $2.26M | Buy |
26,043
+874
| +3% | +$75.9K | 0.31% | 66 |
|
|
2022
Q3 | $2.56M | Buy |
25,169
+9,927
| +65% | +$1.01M | 0.34% | 65 |
|
|
2022
Q2 | $1.44M | Buy |
+15,242
| New | +$1.44M | 0.2% | 91 |
|