Wealth Enhancement Advisory Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
964,662
-94,210
| -9% | -$11.7M | 0.2% | 97 |
|
|
2025
Q1 | $105M | Sell |
1,058,872
-250,475
| -19% | -$24.7M | 0.2% | 95 |
|
|
2024
Q4 | $146M | Buy |
1,309,347
+219,549
| +20% | +$24.4M | 0.28% | 68 |
|
|
2024
Q3 | $105M | Buy |
1,089,798
+16,425
| +2% | +$1.58M | 0.23% | 88 |
|
|
2024
Q2 | $107M | Sell |
1,073,373
-101,515
| -9% | -$10.1M | 0.25% | 81 |
|
|
2024
Q1 | $144M | Buy |
1,174,888
+54,564
| +5% | +$6.68M | 0.37% | 53 |
|
|
2023
Q4 | $101M | Sell |
1,120,324
-50,097
| -4% | -$4.52M | 0.29% | 69 |
|
|
2023
Q3 | $94.9M | Buy |
1,170,421
+1,154,218
| +7,123% | +$93.5M | 0.31% | 66 |
|
|
2023
Q2 | $1.45M | Buy |
16,203
+493
| +3% | +$44K | 0.02% | 235 |
|
|
2023
Q1 | $1.57M | Buy |
+15,710
| New | +$1.57M | 0.02% | 249 |
|
|
2022
Q4 | – | Sell |
-3,238
| Closed | -$315K | – | 332 |
|
|
2022
Q3 | $315K | Buy |
+3,238
| New | +$315K | ﹤0.01% | 295 |
|
|
2022
Q2 | – | Sell |
-2,238
| Closed | -$310K | – | 339 |
|
|
2022
Q1 | $310K | Hold |
2,238
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $319K | Sell |
2,238
-465
| -17% | -$66.3K | ﹤0.01% | 268 |
|
|
2021
Q3 | $465K | Buy |
2,703
+24
| +0.9% | +$4.13K | 0.01% | 252 |
|
|
2021
Q2 | $493K | Buy |
2,679
+157
| +6% | +$28.9K | 0.01% | 233 |
|
|
2021
Q1 | $479K | Buy |
2,522
+752
| +42% | +$143K | 0.01% | 229 |
|
|
2020
Q4 | $303K | Buy |
+1,770
| New | +$303K | 0.01% | 202 |
|
|
2020
Q3 | – | Sell |
-1,973
| Closed | -$235K | – | 213 |
|
|
2020
Q2 | $235K | Sell |
1,973
-250
| -11% | -$29.8K | 0.01% | 202 |
|
|
2020
Q1 | $236K | Sell |
2,223
-19,997
| -90% | -$2.12M | 0.01% | 206 |
|
|
2019
Q4 | $3.21M | Sell |
22,220
-3,456
| -13% | -$500K | 0.11% | 78 |
|
|
2019
Q3 | $3.34M | Buy |
+25,676
| New | +$3.34M | 0.13% | 72 |
|
|
2019
Q2 | – | Sell |
-13,604
| Closed | -$1.81M | – | 216 |
|
|
2019
Q1 | $1.81M | Buy |
+13,604
| New | +$1.81M | 0.1% | 85 |
|
|
2018
Q4 | – | Sell |
-26,407
| Closed | -$2.95M | – | 176 |
|
|
2018
Q3 | $2.95M | Sell |
26,407
-931
| -3% | -$104K | 0.18% | 44 |
|
|
2018
Q2 | $2.9M | Buy |
27,338
+2,131
| +8% | +$226K | 0.18% | 48 |
|
|
2018
Q1 | $2.53M | Buy |
25,207
+5,653
| +29% | +$568K | 0.17% | 55 |
|
|
2017
Q4 | $2.2M | Sell |
19,554
-1,340
| -6% | -$151K | 0.16% | 72 |
|
|
2017
Q3 | $2.09M | Buy |
20,894
+13,164
| +170% | +$1.32M | 0.17% | 68 |
|
|
2017
Q2 | $800K | Sell |
7,730
-13,927
| -64% | -$1.44M | 0.07% | 126 |
|
|
2017
Q1 | $2.45M | Sell |
21,657
-21,813
| -50% | -$2.47M | 0.26% | 53 |
|
|
2016
Q4 | $4.53M | Buy |
43,470
+33,737
| +347% | +$3.52M | 0.55% | 33 |
|
|
2016
Q3 | $900K | Buy |
+9,733
| New | +$900K | 0.13% | 93 |
|