Abundance Wealth Counselors’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 | $1.19M | Sell |
9,606
-319
| -3% | -$39.5K | 0.22% | 81 |
|
|
2025
Q1 | $1M | Buy |
9,925
+263
| +3% | +$26.6K | 0.21% | 86 |
|
|
2024
Q4 | $1.08M | Buy |
9,662
+94
| +1% | +$10.5K | 0.23% | 74 |
|
|
2024
Q3 | $920K | Buy |
+9,568
| New | +$920K | 0.19% | 87 |
|
|
2024
Q2 | – | Sell |
-10,271
| Closed | -$1.26M | – | 84 |
|
|
2024
Q1 | $1.26M | Buy |
10,271
+293
| +3% | +$35.9K | 0.29% | 60 |
|
|
2023
Q4 | $901K | Buy |
9,978
+61
| +0.6% | +$5.51K | 0.23% | 68 |
|
|
2023
Q3 | $804K | Buy |
+9,917
| New | +$804K | 0.23% | 68 |
|
|
2023
Q2 | – | Sell |
-10,502
| Closed | -$1.05M | – | 83 |
|
|
2023
Q1 | $1.05M | Buy |
10,502
+1,068
| +11% | +$107K | 0.27% | 59 |
|
|
2022
Q4 | $820K | Sell |
9,434
-910
| -9% | -$79.1K | 0.22% | 70 |
|
|
2022
Q3 | $976K | Hold |
10,344
| – | – | 0.28% | 56 |
|
|
2022
Q2 | $976K | Buy |
10,344
+732
| +8% | +$69.1K | 0.26% | 58 |
|
|
2022
Q1 | $1.32M | Buy |
9,612
+877
| +10% | +$120K | 0.36% | 51 |
|
|
2021
Q4 | $1.35M | Buy |
+8,735
| New | +$1.35M | 0.35% | 50 |
|
|
2021
Q3 | – | Sell |
-7,960
| Closed | -$1.4M | – | 59 |
|
|
2021
Q2 | $1.4M | Buy |
7,960
+1,118
| +16% | +$196K | 0.36% | 38 |
|
|
2021
Q1 | $1.26M | Buy |
6,842
+304
| +5% | +$56.1K | 0.31% | 27 |
|
|
2020
Q4 | $1.19M | Sell |
6,538
-1,110
| -15% | -$201K | 0.3% | 23 |
|
|
2020
Q3 | $949K | Buy |
7,648
+22
| +0.3% | +$2.73K | 0.27% | 29 |
|
|
2020
Q2 | $850K | Buy |
7,626
+5,266
| +223% | +$587K | 0.26% | 31 |
|
|
2020
Q1 | $228K | Buy |
2,360
+563
| +31% | +$54.4K | 0.08% | 34 |
|
|
2019
Q4 | $260K | Hold |
1,797
| – | – | 0.07% | 30 |
|
|
2019
Q3 | $234K | Buy |
+1,797
| New | +$234K | 0.07% | 30 |
|