WAS
Wealth Advisory Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
5,934
-592
| -9% | -$73.4K | 0.19% | 78 |
|
|
2025
Q1 | $644K | Sell |
6,526
-223
| -3% | -$22K | 0.17% | 80 |
|
|
2024
Q4 | $752K | Sell |
6,749
-68
| -1% | -$7.57K | 0.21% | 68 |
|
|
2024
Q3 | $656K | Buy |
6,817
+409
| +6% | +$39.3K | 0.18% | 71 |
|
|
2024
Q2 | $636K | Sell |
6,408
-474
| -7% | -$47.1K | 0.17% | 73 |
|
|
2024
Q1 | $842K | Sell |
6,882
-880
| -11% | -$108K | 0.22% | 67 |
|
|
2023
Q4 | $701K | Sell |
7,762
-27
| -0.3% | -$2.44K | 0.24% | 48 |
|
|
2023
Q3 | $631K | Buy |
+7,789
| New | +$631K | 0.12% | 86 |
|
|
2023
Q2 | – | Sell |
-6,322
| Closed | -$633K | – | 102 |
|
|
2023
Q1 | $633K | Buy |
6,322
+341
| +6% | +$34.1K | 0.17% | 83 |
|
|
2022
Q4 | $520K | Buy |
5,981
+94
| +2% | +$8.17K | 0.14% | 90 |
|
|
2022
Q3 | $555K | Sell |
5,887
-34,352
| -85% | -$3.24M | 0.15% | 91 |
|
|
2022
Q2 | $3.8M | Sell |
40,239
-889
| -2% | -$83.9K | 0.93% | 39 |
|
|
2022
Q1 | $5.64M | Buy |
+41,128
| New | +$5.64M | 1.17% | 26 |
|
|
2021
Q3 | $5.42M | Buy |
32,058
+1,212
| +4% | +$205K | 1.21% | 23 |
|
|
2021
Q2 | $5.42M | Buy |
30,846
+17,530
| +132% | +$3.08M | 1.29% | 20 |
|
|
2021
Q1 | $538K | Buy |
13,316
+1,796
| +16% | +$72.6K | 0.4% | 43 |
|
|
2020
Q4 | $2.09M | Sell |
11,520
-687
| -6% | -$124K | 0.57% | 49 |
|
|
2020
Q3 | $1.51M | Buy |
12,207
+4,111
| +51% | +$510K | 0.4% | 67 |
|
|
2020
Q2 | $903K | Buy |
8,096
+329
| +4% | +$36.7K | 0.25% | 86 |
|
|
2020
Q1 | $750K | Sell |
7,767
-515
| -6% | -$49.7K | 0.25% | 87 |
|
|
2019
Q4 | $1.2M | Buy |
+8,282
| New | +$1.2M | 0.32% | 81 |
|