WAG
Windsor Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,090
| Closed | -$567K | – | 55 |
|
|
2024
Q4 | $567K | Sell |
5,090
-18,207
| -78% | -$2.03M | 0.66% | 31 |
|
|
2024
Q3 | $2.24M | Buy |
23,297
+172
| +0.7% | +$16.5K | 2.53% | 7 |
|
|
2024
Q2 | $2.3M | Sell |
23,125
-824
| -3% | -$81.8K | 4.6% | 8 |
|
|
2024
Q1 | $2.93M | Sell |
23,949
-369
| -2% | -$45.2K | 8.26% | 4 |
|
|
2023
Q4 | $2.2M | Hold |
24,318
| – | – | 6.53% | 4 |
|
|
2023
Q3 | $1.97M | Sell |
24,318
-340
| -1% | -$27.6K | 4.69% | 6 |
|
|
2023
Q2 | $2.2M | Sell |
24,658
-243
| -1% | -$21.7K | 5.44% | 6 |
|
|
2023
Q1 | $2.49M | Sell |
24,901
-517
| -2% | -$51.8K | 5.97% | 4 |
|
|
2022
Q4 | $2.21M | Buy |
+25,418
| New | +$2.21M | 5.86% | 5 |
|