Wealthcare Advisory Partners’s Walt Disney DIS Stock Holding History

Wealthcare Advisory Partners’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.22M	Sell	25,992 -5,960	-19%	-$739K	0.07%	225
2025 Q1	$3.15M	Sell	31,952 -49	-0.2%	-$4.84K	0.08%	206
2024 Q4	$3.56M	Sell	32,001 -740	-2%	-$82.4K	0.1%	172
2024 Q3	$3.15M	Buy	32,741 +61	+0.2%	+$5.87K	0.09%	193
2024 Q2	$3.24M	Buy	32,680 +3,208	+11%	+$319K	0.1%	160
2024 Q1	$3.61M	Buy	29,472 +929	+3%	+$114K	0.12%	146
2023 Q4	$2.58M	Sell	28,543 -819	-3%	-$73.9K	0.1%	165
2023 Q3	$2.38M	Sell	29,362 -3,332	-10%	-$270K	0.11%	153
2023 Q2	$2.92M	Sell	32,694 -4,909	-13%	-$438K	0.13%	138
2023 Q1	$3.77M	Sell	37,603 -29	-0.1%	-$2.9K	0.16%	104
2022 Q4	$3.27M	Buy	37,632 +598	+2%	+$52K	0.16%	112
2022 Q3	$3.49M	Buy	37,034 +827	+2%	+$78K	0.2%	92
2022 Q2	$3.42M	Buy	36,207 +3,503	+11%	+$331K	0.21%	82
2022 Q1	$4.49M	Buy	32,704 +839	+3%	+$115K	0.27%	55
2021 Q4	$4.94M	Buy	31,865 +1,063	+3%	+$165K	0.3%	50
2021 Q3	$5.21M	Buy	30,802 +829	+3%	+$140K	0.34%	45
2021 Q2	$5.27M	Buy	29,973 +1,166	+4%	+$205K	0.35%	42
2021 Q1	$5.32M	Buy	28,807 +1,986	+7%	+$366K	0.39%	35
2020 Q4	$4.86M	Buy	26,821 +368	+1%	+$66.7K	0.43%	34
2020 Q3	$3.28M	Buy	26,453 +20	+0.1%	+$2.48K	0.36%	36
2020 Q2	$2.95M	Buy	26,433 +12,572	+91%	+$1.4M	0.37%	34
2020 Q1	$1.34M	Buy	13,861 +5,279	+62%	+$510K	0.2%	67
2019 Q4	$1.24M	Buy	8,582 +357	+4%	+$51.6K	0.16%	83
2019 Q3	$1.07M	Buy	8,225 +1,858	+29%	+$242K	0.16%	80
2019 Q2	$889K	Buy	6,367 +286	+5%	+$39.9K	0.14%	92
2019 Q1	$675K	Buy	6,081 +244	+4%	+$27.1K	0.12%	112
2018 Q4	$640K	Sell	5,837 -53	-0.9%	-$5.81K	0.12%	100
2018 Q3	$689K	Buy	5,890 +6	+0.1%	+$702	0.13%	97
2018 Q2	$617K	Buy	5,884 +2,545	+76%	+$267K	0.12%	101
2018 Q1	$335K	Buy	3,339 +1,506	+82%	+$151K	0.08%	141
2017 Q4	$197K	Buy	1,833 +390	+27%	+$41.9K	0.05%	183
2017 Q3	$142K	Buy	+1,443	New	+$142K	0.04%	175