Wealth Advisors of Iowa’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,663
| New | +$206K | 0.08% | 74 |
|
|
2025
Q1 | – | Sell |
-2,781
| Closed | -$310K | – | 76 |
|
|
2024
Q4 | $310K | Sell |
2,781
-1,658
| -37% | -$185K | 0.16% | 47 |
|
|
2024
Q3 | $427K | Sell |
4,439
-30
| -0.7% | -$2.89K | 0.22% | 38 |
|
|
2024
Q2 | $444K | Sell |
4,469
-25
| -0.6% | -$2.48K | 0.25% | 24 |
|
|
2024
Q1 | $550K | Buy |
4,494
+10
| +0.2% | +$1.22K | 0.33% | 32 |
|
|
2023
Q4 | $405K | Sell |
4,484
-346
| -7% | -$31.2K | 0.27% | 33 |
|
|
2023
Q3 | $391K | Buy |
4,830
+36
| +0.8% | +$2.92K | 0.28% | 33 |
|
|
2023
Q2 | $428K | Sell |
4,794
-11
| -0.2% | -$982 | 0.31% | 29 |
|
|
2023
Q1 | $481K | Buy |
4,805
+101
| +2% | +$10.1K | 0.38% | 25 |
|
|
2022
Q4 | $409K | Sell |
4,704
-25
| -0.5% | -$2.17K | 0.33% | 35 |
|
|
2022
Q3 | $446K | Sell |
4,729
-4,619
| -49% | -$436K | 0.42% | 25 |
|
|
2022
Q2 | $882K | Buy |
+9,348
| New | +$882K | 0.16% | 48 |
|
|
2022
Q1 | – | Sell |
-4,666
| Closed | -$723K | – | 62 |
|
|
2021
Q4 | $723K | Sell |
4,666
-40
| -0.8% | -$6.2K | 0.4% | 20 |
|
|
2021
Q3 | $796K | Buy |
4,706
+125
| +3% | +$21.1K | 0.43% | 24 |
|
|
2021
Q2 | $805K | Buy |
4,581
+157
| +4% | +$27.6K | 0.42% | 23 |
|
|
2021
Q1 | $816K | Hold |
4,424
| – | – | 0.45% | 19 |
|
|
2020
Q4 | $802K | Buy |
4,424
+20
| +0.5% | +$3.63K | 0.5% | 16 |
|
|
2020
Q3 | $546K | Buy |
4,404
+21
| +0.5% | +$2.6K | 0.37% | 18 |
|
|
2020
Q2 | $489K | Buy |
4,383
+233
| +6% | +$26K | 0.37% | 17 |
|
|
2020
Q1 | $401K | Buy |
+4,150
| New | +$401K | 0.32% | 15 |
|