Wealth Alliance Advisory Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,533
| Closed | -$282K | – | 200 |
|
|
2024
Q4 | $282K | Hold |
2,533
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $244K | Buy |
2,533
+60
| +2% | +$5.77K | 0.05% | 167 |
|
|
2024
Q2 | $245K | Sell |
2,473
-180
| -7% | -$17.9K | 0.06% | 160 |
|
|
2024
Q1 | $325K | Sell |
2,653
-100
| -4% | -$12.2K | 0.08% | 138 |
|
|
2023
Q4 | $249K | Sell |
2,753
-170
| -6% | -$15.3K | 0.06% | 155 |
|
|
2023
Q3 | $237K | Buy |
+2,923
| New | +$237K | 0.07% | 149 |
|
|
2022
Q4 | – | Sell |
-2,568
| Closed | -$242K | – | 178 |
|
|
2022
Q3 | $242K | Sell |
2,568
-863
| -25% | -$81.3K | 0.11% | 118 |
|
|
2022
Q2 | $324K | Buy |
3,431
+150
| +5% | +$14.2K | 0.15% | 99 |
|
|
2022
Q1 | $450K | Sell |
3,281
-683
| -17% | -$93.7K | 0.2% | 83 |
|
|
2021
Q4 | $614K | Buy |
3,964
+300
| +8% | +$46.5K | 0.27% | 67 |
|
|
2021
Q3 | $620K | Buy |
3,664
+8
| +0.2% | +$1.35K | 0.3% | 55 |
|
|
2021
Q2 | $643K | Sell |
3,656
-138
| -4% | -$24.3K | 0.31% | 56 |
|
|
2021
Q1 | $700K | Buy |
3,794
+999
| +36% | +$184K | 0.36% | 52 |
|
|
2020
Q4 | $506K | Buy |
2,795
+100
| +4% | +$18.1K | 0.27% | 60 |
|
|
2020
Q3 | $334K | Sell |
2,695
-130
| -5% | -$16.1K | 0.2% | 79 |
|
|
2020
Q2 | $315K | Buy |
2,825
+41
| +1% | +$4.57K | 0.19% | 78 |
|
|
2020
Q1 | $269K | Buy |
2,784
+270
| +11% | +$26.1K | 0.21% | 77 |
|
|
2019
Q4 | $364K | Buy |
2,514
+341
| +16% | +$49.4K | 0.21% | 75 |
|
|
2019
Q3 | $283K | Buy |
2,173
+778
| +56% | +$101K | 0.18% | 87 |
|
|
2019
Q2 | $202K | Buy |
+1,395
| New | +$202K | 0.12% | 119 |
|