West Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3K | Hold |
91
| – | – | ﹤0.01% | 147 |
|
|
2025
Q1 | $8.98K | Sell |
91
-9
| -9% | -$888 | ﹤0.01% | 155 |
|
|
2024
Q4 | $11.1K | Buy |
100
+14
| +16% | +$1.56K | ﹤0.01% | 148 |
|
|
2024
Q3 | $8.27K | Hold |
86
| – | – | ﹤0.01% | 157 |
|
|
2024
Q2 | $8.54K | Hold |
86
| – | – | ﹤0.01% | 126 |
|
|
2024
Q1 | $10.5K | Hold |
86
| – | – | ﹤0.01% | 118 |
|
|
2023
Q4 | $7.77K | Hold |
86
| – | – | ﹤0.01% | 132 |
|
|
2023
Q3 | $6.97K | Sell |
86
-142
| -62% | -$11.5K | ﹤0.01% | 142 |
|
|
2023
Q2 | $20.4K | Buy |
228
+86
| +61% | +$7.68K | 0.01% | 108 |
|
|
2023
Q1 | $14.2K | Hold |
142
| – | – | ﹤0.01% | 114 |
|
|
2022
Q4 | $12.3K | Hold |
142
| – | – | ﹤0.01% | 115 |
|
|
2022
Q3 | $13K | Hold |
142
| – | – | ﹤0.01% | 136 |
|
|
2022
Q2 | $13K | Sell |
142
-39
| -22% | -$3.57K | ﹤0.01% | 126 |
|
|
2022
Q1 | $25K | Sell |
181
-734
| -80% | -$101K | 0.01% | 115 |
|
|
2021
Q4 | $142K | Hold |
915
| – | – | 0.04% | 71 |
|
|
2021
Q3 | $155K | Buy |
915
+384
| +72% | +$65K | 0.05% | 63 |
|
|
2021
Q2 | $93K | Sell |
531
-325
| -38% | -$56.9K | 0.03% | 72 |
|
|
2021
Q1 | $158K | Sell |
856
-225
| -21% | -$41.5K | 0.05% | 57 |
|
|
2020
Q4 | $196K | Buy |
+1,081
| New | +$196K | 0.07% | 44 |
|