WPA
West Paces Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,928
-1,517
| -24% | -$188K | 0.13% | 79 |
|
|
2025
Q1 | $636K | Sell |
6,445
-132
| -2% | -$13K | 0.14% | 73 |
|
|
2024
Q4 | $732K | Hold |
6,577
| – | – | 0.18% | 64 |
|
|
2024
Q3 | $633K | Sell |
6,577
-256
| -4% | -$24.6K | 0.15% | 68 |
|
|
2024
Q2 | $678K | Hold |
6,833
| – | – | 0.18% | 66 |
|
|
2024
Q1 | $836K | Sell |
6,833
-454
| -6% | -$55.6K | 0.22% | 55 |
|
|
2023
Q4 | $658K | Sell |
7,287
-75
| -1% | -$6.77K | 0.18% | 61 |
|
|
2023
Q3 | $597K | Sell |
7,362
-411
| -5% | -$33.3K | 0.19% | 62 |
|
|
2023
Q2 | $694K | Sell |
7,773
-139
| -2% | -$12.4K | 0.2% | 62 |
|
|
2023
Q1 | $792K | Buy |
7,912
+30
| +0.4% | +$3K | 0.25% | 54 |
|
|
2022
Q4 | $685K | Buy |
7,882
+355
| +5% | +$30.8K | 0.22% | 63 |
|
|
2022
Q3 | $710K | Sell |
7,527
-365
| -5% | -$34.4K | 0.25% | 58 |
|
|
2022
Q2 | $745K | Buy |
7,892
+145
| +2% | +$13.7K | 0.25% | 59 |
|
|
2022
Q1 | $1.06M | Buy |
7,747
+817
| +12% | +$112K | 0.33% | 46 |
|
|
2021
Q4 | $1.07M | Buy |
6,930
+389
| +6% | +$60.3K | 0.33% | 47 |
|
|
2021
Q3 | $1.11M | Buy |
6,541
+336
| +5% | +$56.8K | 0.39% | 38 |
|
|
2021
Q2 | $1.09M | Sell |
6,205
-136
| -2% | -$23.9K | 0.4% | 38 |
|
|
2021
Q1 | $1.17M | Buy |
6,341
+63
| +1% | +$11.6K | 0.47% | 36 |
|
|
2020
Q4 | $1.14M | Buy |
6,278
+10
| +0.2% | +$1.81K | 0.51% | 32 |
|
|
2020
Q3 | $778K | Sell |
6,268
-73
| -1% | -$9.06K | 0.4% | 51 |
|
|
2020
Q2 | $707K | Sell |
6,341
-154
| -2% | -$17.2K | 0.38% | 54 |
|
|
2020
Q1 | $627K | Sell |
6,495
-74
| -1% | -$7.15K | 0.4% | 48 |
|
|
2019
Q4 | $950K | Buy |
6,569
+853
| +15% | +$123K | 0.52% | 40 |
|
|
2019
Q3 | $745K | Buy |
5,716
+166
| +3% | +$21.6K | 0.45% | 48 |
|
|
2019
Q2 | $775K | Sell |
5,550
-76
| -1% | -$10.6K | 0.48% | 45 |
|
|
2019
Q1 | $625K | Buy |
5,626
+205
| +4% | +$22.8K | 0.44% | 54 |
|
|
2018
Q4 | $594K | Sell |
5,421
-180
| -3% | -$19.7K | 0.46% | 55 |
|
|
2018
Q3 | $655K | Sell |
5,601
-1,018
| -15% | -$119K | 0.47% | 51 |
|
|
2018
Q2 | $694K | Buy |
6,619
+1,525
| +30% | +$160K | 0.52% | 49 |
|
|
2018
Q1 | $512K | Sell |
5,094
-90
| -2% | -$9.04K | 0.38% | 60 |
|
|
2017
Q4 | $557K | Buy |
5,184
+4
| +0.1% | +$430 | 0.41% | 59 |
|
|
2017
Q3 | $511K | Sell |
5,180
-214
| -4% | -$21.1K | 0.38% | 59 |
|
|
2017
Q2 | $573K | Hold |
5,394
| – | – | 0.45% | 52 |
|
|
2017
Q1 | $612K | Sell |
5,394
-151
| -3% | -$17.1K | 0.49% | 49 |
|
|
2016
Q4 | $578K | Buy |
+5,545
| New | +$578K | 0.54% | 45 |
|