WAG
Wiser Advisor Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,965
-1,315
| -40% | -$163K | 0.42% | 37 |
|
|
2025
Q1 | $324K | Buy |
3,280
+1,610
| +96% | +$159K | 0.48% | 40 |
|
|
2024
Q4 | $186K | Sell |
1,670
-935
| -36% | -$104K | 0.27% | 50 |
|
|
2024
Q3 | $251K | Sell |
2,605
-901
| -26% | -$86.7K | 0.37% | 42 |
|
|
2024
Q2 | $348K | Sell |
3,506
-209
| -6% | -$20.8K | 0.55% | 37 |
|
|
2024
Q1 | $455K | Sell |
3,715
-1,244
| -25% | -$152K | 0.71% | 31 |
|
|
2023
Q4 | $448K | Buy |
+4,959
| New | +$448K | 0.74% | 30 |
|