Abbot Financial Management’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 | $952K | Sell |
7,680
-131
| -2% | -$16.2K | 0.44% | 65 |
|
|
2025
Q1 | $771K | Sell |
7,811
-662
| -8% | -$65.3K | 0.4% | 71 |
|
|
2024
Q4 | $943K | Sell |
8,473
-150
| -2% | -$16.7K | 0.47% | 56 |
|
|
2024
Q3 | $829K | Sell |
8,623
-1,197
| -12% | -$115K | 0.42% | 62 |
|
|
2024
Q2 | $975K | Sell |
9,820
-235
| -2% | -$23.3K | 0.52% | 50 |
|
|
2024
Q1 | $1.23M | Sell |
10,055
-539
| -5% | -$66K | 0.68% | 42 |
|
|
2023
Q4 | $957K | Buy |
10,594
+191
| +2% | +$17.2K | 0.58% | 51 |
|
|
2023
Q3 | $843K | Sell |
10,403
-564
| -5% | -$45.7K | 0.57% | 52 |
|
|
2023
Q2 | $979K | Sell |
10,967
-482
| -4% | -$43K | 0.63% | 48 |
|
|
2023
Q1 | $1.15M | Sell |
11,449
-1,626
| -12% | -$163K | 0.77% | 43 |
|
|
2022
Q4 | $1.14M | Sell |
13,075
-6,699
| -34% | -$582K | 0.78% | 44 |
|
|
2022
Q3 | $1.87M | Hold |
19,774
| – | – | 1.33% | 25 |
|
|
2022
Q2 | $1.87M | Sell |
19,774
-2,669
| -12% | -$252K | 1.13% | 30 |
|
|
2022
Q1 | $3.08M | Sell |
22,443
-159
| -0.7% | -$21.8K | 1.5% | 22 |
|
|
2021
Q4 | $3.5M | Sell |
22,602
-49
| -0.2% | -$7.59K | 1.56% | 19 |
|
|
2021
Q3 | $3.83M | Hold |
22,651
| – | – | 1.74% | 11 |
|
|
2021
Q2 | $3.98M | Buy |
22,651
+169
| +0.8% | +$29.7K | 1.74% | 11 |
|
|
2021
Q1 | $4.15M | Buy |
22,482
+9
| +0% | +$1.66K | 1.88% | 9 |
|
|
2020
Q4 | $4.07M | Sell |
22,473
-336
| -1% | -$60.9K | 2.35% | 7 |
|
|
2020
Q3 | $2.83M | Sell |
22,809
-258
| -1% | -$32K | 1.84% | 15 |
|
|
2020
Q2 | $2.57M | Sell |
23,067
-301
| -1% | -$33.6K | 1.77% | 16 |
|
|
2020
Q1 | $2.26M | Buy |
23,368
+1,261
| +6% | +$122K | 1.84% | 15 |
|
|
2019
Q4 | $3.2M | Buy |
22,107
+325
| +1% | +$47K | 2.02% | 10 |
|
|
2019
Q3 | $2.84M | Sell |
21,782
-99
| -0.5% | -$12.9K | 2.03% | 11 |
|
|
2019
Q2 | $3.06M | Buy |
21,881
+4,479
| +26% | +$625K | 2.21% | 9 |
|
|
2019
Q1 | $1.93M | Buy |
17,402
+160
| +0.9% | +$17.8K | 1.5% | 23 |
|
|
2018
Q4 | $1.89M | Sell |
17,242
-100
| -0.6% | -$11K | 1.67% | 21 |
|
|
2018
Q3 | $2.03M | Buy |
17,342
+152
| +0.9% | +$17.8K | 1.51% | 23 |
|
|
2018
Q2 | $1.8M | Buy |
17,190
+725
| +4% | +$76K | 1.43% | 28 |
|
|
2018
Q1 | $1.65M | Buy |
16,465
+177
| +1% | +$17.8K | 1.33% | 29 |
|
|
2017
Q4 | $1.75M | Buy |
16,288
+4,150
| +34% | +$446K | 1.4% | 28 |
|
|
2017
Q3 | $1.19M | Buy |
12,138
+676
| +6% | +$66.4K | 0.99% | 35 |
|
|
2017
Q2 | $1.22M | Buy |
+11,462
| New | +$1.22M | 1.09% | 35 |
|