Accredited Investors’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 | $984K | Buy |
7,938
+472
| +6% | +$58.5K | 0.06% | 100 |
|
|
2025
Q1 | $737K | Sell |
7,466
-89
| -1% | -$8.79K | 0.05% | 106 |
|
|
2024
Q4 | $841K | Buy |
7,555
+251
| +3% | +$27.9K | 0.05% | 96 |
|
|
2024
Q3 | $703K | Sell |
7,304
-759
| -9% | -$73K | 0.04% | 109 |
|
|
2024
Q2 | $801K | Sell |
8,063
-140
| -2% | -$13.9K | 0.05% | 98 |
|
|
2024
Q1 | $1M | Buy |
8,203
+121
| +1% | +$14.8K | 0.06% | 90 |
|
|
2023
Q4 | $730K | Buy |
8,082
+69
| +0.9% | +$6.23K | 0.05% | 101 |
|
|
2023
Q3 | $649K | Sell |
8,013
-604
| -7% | -$49K | 0.05% | 97 |
|
|
2023
Q2 | $769K | Sell |
8,617
-97
| -1% | -$8.66K | 0.05% | 90 |
|
|
2023
Q1 | $873K | Buy |
8,714
+22
| +0.3% | +$2.2K | 0.07% | 81 |
|
|
2022
Q4 | $755K | Buy |
8,692
+578
| +7% | +$50.2K | 0.06% | 81 |
|
|
2022
Q3 | $765K | Buy |
8,114
+12
| +0.1% | +$1.13K | 0.09% | 77 |
|
|
2022
Q2 | $765K | Sell |
8,102
-155
| -2% | -$14.6K | 0.09% | 82 |
|
|
2022
Q1 | $1.13M | Buy |
8,257
+598
| +8% | +$82.1K | 0.1% | 69 |
|
|
2021
Q4 | $1.19M | Sell |
7,659
-339
| -4% | -$52.5K | 0.11% | 69 |
|
|
2021
Q3 | $1.35M | Sell |
7,998
-97
| -1% | -$16.4K | 0.15% | 52 |
|
|
2021
Q2 | $1.42M | Buy |
8,095
+78
| +1% | +$13.7K | 0.15% | 52 |
|
|
2021
Q1 | $1.48M | Sell |
8,017
-377
| -4% | -$69.6K | 0.2% | 49 |
|
|
2020
Q4 | $1.52M | Buy |
8,394
+241
| +3% | +$43.7K | 0.25% | 45 |
|
|
2020
Q3 | $1.01M | Buy |
8,153
+374
| +5% | +$46.4K | 0.21% | 56 |
|
|
2020
Q2 | $867K | Buy |
7,779
+176
| +2% | +$19.6K | 0.18% | 59 |
|
|
2020
Q1 | $734K | Sell |
7,603
-10
| -0.1% | -$965 | 0.17% | 58 |
|
|
2019
Q4 | $1.1M | Sell |
7,613
-1,286
| -14% | -$186K | 0.19% | 51 |
|
|
2019
Q3 | $1.16M | Sell |
8,899
-374
| -4% | -$48.8K | 0.22% | 46 |
|
|
2019
Q2 | $1.3M | Buy |
9,273
+429
| +5% | +$59.9K | 0.25% | 45 |
|
|
2019
Q1 | $982K | Buy |
8,844
+94
| +1% | +$10.4K | 0.2% | 54 |
|
|
2018
Q4 | $959K | Buy |
8,750
+73
| +0.8% | +$8K | 0.21% | 45 |
|
|
2018
Q3 | $1.02M | Buy |
8,677
+489
| +6% | +$57.2K | 0.25% | 38 |
|
|
2018
Q2 | $858K | Buy |
8,188
+85
| +1% | +$8.91K | 0.22% | 39 |
|
|
2018
Q1 | $814K | Buy |
8,103
+6
| +0.1% | +$603 | 0.22% | 39 |
|
|
2017
Q4 | $871K | Sell |
8,097
-414
| -5% | -$44.5K | 0.24% | 37 |
|
|
2017
Q3 | $839K | Sell |
8,511
-8
| -0.1% | -$789 | 0.23% | 43 |
|
|
2017
Q2 | $905K | Sell |
8,519
-15
| -0.2% | -$1.59K | 0.23% | 30 |
|
|
2017
Q1 | $968K | Buy |
8,534
+137
| +2% | +$15.5K | 0.24% | 31 |
|
|
2016
Q4 | $875K | Buy |
8,397
+34
| +0.4% | +$3.54K | 0.23% | 33 |
|
|
2016
Q3 | $777K | Sell |
8,363
-279
| -3% | -$25.9K | 0.21% | 35 |
|
|
2016
Q2 | $813K | Buy |
8,642
+428
| +5% | +$40.3K | 0.22% | 30 |
|
|
2016
Q1 | $816K | Sell |
8,214
-614
| -7% | -$61K | 0.21% | 31 |
|
|
2015
Q4 | $928K | Sell |
8,828
-444
| -5% | -$46.7K | 0.23% | 29 |
|
|
2015
Q3 | $948K | Buy |
9,272
+2,734
| +42% | +$280K | 0.25% | 29 |
|
|
2015
Q2 | $747K | Buy |
6,538
+165
| +3% | +$18.9K | 0.2% | 30 |
|
|
2015
Q1 | $669K | Buy |
6,373
+66
| +1% | +$6.93K | 0.17% | 33 |
|
|
2014
Q4 | $595K | Sell |
6,307
-2,405
| -28% | -$227K | 0.18% | 37 |
|
|
2014
Q3 | $775K | Buy |
8,712
+2,660
| +44% | +$237K | 0.23% | 29 |
|
|
2014
Q2 | $519K | Buy |
6,052
+1,461
| +32% | +$125K | 0.17% | 35 |
|
|
2014
Q1 | $368K | Buy |
4,591
+9
| +0.2% | +$721 | 0.12% | 41 |
|
|
2013
Q4 | $351K | Hold |
4,582
| – | – | 0.12% | 39 |
|
|
2013
Q3 | $296K | Hold |
4,582
| – | – | 0.11% | 44 |
|
|
2013
Q2 | $290K | Buy |
+4,582
| New | +$290K | 0.11% | 45 |
|