Aberdeen Wealth 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 | $934K | Hold |
7,533
| – | – | 0.62% | 42 |
|
|
2025
Q1 | $743K | Buy |
7,533
+201
| +3% | +$19.8K | 0.51% | 57 |
|
|
2024
Q4 | $816K | Sell |
7,332
-548
| -7% | -$61K | 0.56% | 47 |
|
|
2024
Q3 | $758K | Buy |
7,880
+241
| +3% | +$23.2K | 0.5% | 60 |
|
|
2024
Q2 | $759K | Sell |
7,639
-1,020
| -12% | -$101K | 0.51% | 51 |
|
|
2024
Q1 | $1.06M | Hold |
8,659
| – | – | 0.62% | 40 |
|
|
2023
Q4 | $782K | Hold |
8,659
| – | – | 0.57% | 48 |
|
|
2023
Q3 | $702K | Hold |
8,659
| – | – | 0.53% | 51 |
|
|
2023
Q2 | $773K | Buy |
8,659
+55
| +0.6% | +$4.91K | 0.56% | 49 |
|
|
2023
Q1 | $862K | Hold |
8,604
| – | – | 0.64% | 42 |
|
|
2022
Q4 | $748K | Sell |
8,604
-50
| -0.6% | -$4.34K | 0.56% | 50 |
|
|
2022
Q3 | $816K | Hold |
8,654
| – | – | 0.72% | 40 |
|
|
2022
Q2 | $817K | Sell |
8,654
-100
| -1% | -$9.44K | 0.65% | 44 |
|
|
2022
Q1 | $1.2M | Buy |
8,754
+100
| +1% | +$13.7K | 0.82% | 33 |
|
|
2021
Q4 | $1.34M | Sell |
8,654
-125
| -1% | -$19.4K | 0.87% | 30 |
|
|
2021
Q3 | $1.49M | Sell |
8,779
-200
| -2% | -$33.8K | 1.44% | 19 |
|
|
2021
Q2 | $1.58M | Hold |
8,979
| – | – | 1.45% | 18 |
|
|
2021
Q1 | $1.66M | Sell |
8,979
-1,132
| -11% | -$209K | 1.32% | 21 |
|
|
2020
Q4 | $1.83M | Buy |
10,111
+112
| +1% | +$20.3K | 1.38% | 15 |
|
|
2020
Q3 | $1.24M | Sell |
9,999
-1,150
| -10% | -$143K | 1.18% | 26 |
|
|
2020
Q2 | $1.24M | Buy |
11,149
+745
| +7% | +$83.1K | 1.33% | 20 |
|
|
2020
Q1 | $1.01M | Sell |
10,404
-45
| -0.4% | -$4.35K | 1.22% | 23 |
|
|
2019
Q4 | $1.51M | Buy |
+10,449
| New | +$1.51M | 1.13% | 16 |
|