WAOTB
Wealth Advisors of Tampa Bay’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
3,631
| – | – | 0.17% | 74 |
|
|
2025
Q1 | $358K | Sell |
3,631
-1,575
| -30% | -$155K | 0.15% | 74 |
|
|
2024
Q4 | $580K | Sell |
5,206
-1,528
| -23% | -$170K | 0.25% | 67 |
|
|
2024
Q3 | $648K | Buy |
6,734
+3,006
| +81% | +$289K | 0.27% | 70 |
|
|
2024
Q2 | $370K | Hold |
3,728
| – | – | 0.17% | 68 |
|
|
2024
Q1 | $456K | Sell |
3,728
-615
| -14% | -$75.3K | 0.22% | 66 |
|
|
2023
Q4 | $392K | Sell |
4,343
-16,125
| -79% | -$1.46M | 0.2% | 66 |
|
|
2023
Q3 | $1.66M | Buy |
20,468
+10,379
| +103% | +$841K | 0.46% | 60 |
|
|
2023
Q2 | $901K | Hold |
10,089
| – | – | 0.49% | 58 |
|
|
2023
Q1 | $1.01M | Buy |
10,089
+148
| +1% | +$14.8K | 0.58% | 52 |
|
|
2022
Q4 | $864K | Sell |
9,941
-1,700
| -15% | -$148K | 0.53% | 52 |
|
|
2022
Q3 | $1.1M | Sell |
11,641
-12,081
| -51% | -$1.14M | 0.75% | 46 |
|
|
2022
Q2 | $2.24M | Buy |
23,722
+7,600
| +47% | +$717K | 0.69% | 48 |
|
|
2022
Q1 | $2.21M | Sell |
16,122
-500
| -3% | -$68.6K | 0.6% | 55 |
|
|
2021
Q4 | $2.58M | Buy |
16,622
+9,707
| +140% | +$1.5M | 0.63% | 57 |
|
|
2021
Q3 | $1.17M | Buy |
6,915
+3,480
| +101% | +$589K | 0.65% | 56 |
|
|
2021
Q2 | $604K | Sell |
3,435
-98
| -3% | -$17.2K | 0.34% | 64 |
|
|
2021
Q1 | $652K | Hold |
3,533
| – | – | 0.39% | 64 |
|
|
2020
Q4 | $640K | Hold |
3,533
| – | – | 0.45% | 59 |
|
|
2020
Q3 | $438K | Buy |
3,533
+108
| +3% | +$13.4K | 0.33% | 64 |
|
|
2020
Q2 | $382K | Hold |
3,425
| – | – | 0.32% | 60 |
|
|
2020
Q1 | $331K | Hold |
3,425
| – | – | 0.37% | 58 |
|
|
2019
Q4 | $495K | Buy |
3,425
+125
| +4% | +$18.1K | 0.46% | 51 |
|
|
2019
Q3 | $430K | Sell |
3,300
-22
| -0.7% | -$2.87K | 0.36% | 58 |
|
|
2019
Q2 | $464K | Sell |
3,322
-100
| -3% | -$14K | 0.34% | 59 |
|
|
2019
Q1 | $380K | Buy |
3,422
+100
| +3% | +$11.1K | 0.28% | 58 |
|
|
2018
Q4 | $364K | Hold |
3,322
| – | – | 0.3% | 56 |
|
|
2018
Q3 | $389K | Sell |
3,322
-675
| -17% | -$79K | 0.27% | 55 |
|
|
2018
Q2 | $421K | Hold |
3,997
| – | – | 0.32% | 53 |
|
|
2018
Q1 | $401K | Hold |
3,997
| – | – | 0.29% | 56 |
|
|
2017
Q4 | $439K | Buy |
+3,997
| New | +$439K | 0.3% | 55 |
|