WA
WealthTrust Axiom’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
6,460
-165
| -2% | -$20.5K | 0.24% | 91 |
|
|
2025
Q1 | $654K | Buy |
6,625
+30
| +0.5% | +$2.96K | 0.2% | 98 |
|
|
2024
Q4 | $734K | Buy |
6,595
+250
| +4% | +$27.8K | 0.22% | 103 |
|
|
2024
Q3 | $610K | Buy |
6,345
+152
| +2% | +$14.6K | 0.18% | 115 |
|
|
2024
Q2 | $615K | Sell |
6,193
-281
| -4% | -$27.9K | 0.2% | 108 |
|
|
2024
Q1 | $792K | Sell |
6,474
-696
| -10% | -$85.2K | 0.26% | 88 |
|
|
2023
Q4 | $647K | Buy |
7,170
+663
| +10% | +$59.9K | 0.22% | 101 |
|
|
2023
Q3 | $527K | Sell |
6,507
-230
| -3% | -$18.6K | 0.19% | 111 |
|
|
2023
Q2 | $601K | Sell |
6,737
-686
| -9% | -$61.2K | 0.2% | 108 |
|
|
2023
Q1 | $743K | Buy |
7,423
+372
| +5% | +$37.3K | 0.25% | 89 |
|
|
2022
Q4 | $613K | Sell |
7,051
-500
| -7% | -$43.4K | 0.21% | 100 |
|
|
2022
Q3 | $712K | Hold |
7,551
| – | – | 0.27% | 79 |
|
|
2022
Q2 | $712K | Sell |
7,551
-100
| -1% | -$9.43K | 0.25% | 87 |
|
|
2022
Q1 | $1.05M | Hold |
7,651
| – | – | 0.33% | 76 |
|
|
2021
Q4 | $1.19M | Buy |
7,651
+90
| +1% | +$13.9K | 0.38% | 63 |
|
|
2021
Q3 | $1.28M | Hold |
7,561
| – | – | 0.43% | 57 |
|
|
2021
Q2 | $1.33M | Sell |
7,561
-510
| -6% | -$89.6K | 0.43% | 57 |
|
|
2021
Q1 | $1.49M | Sell |
8,071
-80
| -1% | -$14.8K | 0.5% | 52 |
|
|
2020
Q4 | $1.48M | Buy |
8,151
+347
| +4% | +$62.8K | 0.54% | 45 |
|
|
2020
Q3 | $968K | Sell |
7,804
-250
| -3% | -$31K | 0.42% | 60 |
|
|
2020
Q2 | $898K | Buy |
8,054
+255
| +3% | +$28.4K | 0.4% | 61 |
|
|
2020
Q1 | $753K | Buy |
7,799
+48
| +0.6% | +$4.63K | 0.37% | 65 |
|
|
2019
Q4 | $1.12M | Buy |
7,751
+70
| +0.9% | +$10.1K | 0.38% | 68 |
|
|
2019
Q3 | $1M | Sell |
7,681
-499
| -6% | -$65K | 0.35% | 73 |
|
|
2019
Q2 | $1.14M | Sell |
8,180
-40
| -0.5% | -$5.58K | 0.4% | 68 |
|
|
2019
Q1 | $912K | Buy |
8,220
+59
| +0.7% | +$6.55K | 0.32% | 77 |
|
|
2018
Q4 | $894K | Sell |
8,161
-9
| -0.1% | -$986 | 0.37% | 71 |
|
|
2018
Q3 | $955K | Buy |
8,170
+222
| +3% | +$26K | 0.32% | 74 |
|
|
2018
Q2 | $833K | Hold |
7,948
| – | – | 0.29% | 77 |
|
|
2018
Q1 | $798K | Buy |
7,948
+426
| +6% | +$42.8K | 0.29% | 79 |
|
|
2017
Q4 | $808K | Hold |
7,522
| – | – | 0.3% | 79 |
|
|
2017
Q3 | $741K | Sell |
7,522
-23
| -0.3% | -$2.27K | 0.28% | 88 |
|
|
2017
Q2 | $801K | Hold |
7,545
| – | – | 0.3% | 88 |
|
|
2017
Q1 | $855K | Buy |
7,545
+2
| +0% | +$227 | 0.31% | 84 |
|
|
2016
Q4 | $786K | Sell |
7,543
-90
| -1% | -$9.38K | 0.29% | 89 |
|
|
2016
Q3 | $708K | Sell |
7,633
-268
| -3% | -$24.9K | 0.26% | 92 |
|
|
2016
Q2 | $772K | Sell |
7,901
-91
| -1% | -$8.89K | 0.3% | 83 |
|
|
2016
Q1 | $793K | Buy |
7,992
+431
| +6% | +$42.8K | 0.31% | 79 |
|
|
2015
Q4 | $794K | Hold |
7,561
| – | – | 0.32% | 80 |
|
|
2015
Q3 | $772K | Buy |
7,561
+3
| +0% | +$306 | 0.32% | 77 |
|
|
2015
Q2 | $862K | Sell |
7,558
-100
| -1% | -$11.4K | 0.32% | 73 |
|
|
2015
Q1 | $803K | Sell |
7,658
-105
| -1% | -$11K | 0.29% | 80 |
|
|
2014
Q4 | $731K | Buy |
7,763
+20
| +0.3% | +$1.88K | 0.26% | 83 |
|
|
2014
Q3 | $689K | Hold |
7,743
| – | – | 0.24% | 87 |
|
|
2014
Q2 | $663K | Buy |
7,743
+1,111
| +17% | +$95.1K | 0.22% | 89 |
|
|
2014
Q1 | $531K | Buy |
6,632
+208
| +3% | +$16.7K | 0.19% | 93 |
|
|
2013
Q4 | $490K | Buy |
6,424
+100
| +2% | +$7.63K | 0.19% | 94 |
|
|
2013
Q3 | $407K | Hold |
6,324
| – | – | 0.17% | 97 |
|
|
2013
Q2 | $399K | Buy |
+6,324
| New | +$399K | 0.17% | 99 |
|