Ackerman Capital Advisors’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 | $320K | Buy |
2,583
+17
| +0.7% | +$2.11K | 0.07% | 82 |
|
|
2025
Q1 | $253K | Hold |
2,566
| – | – | 0.07% | 90 |
|
|
2024
Q4 | $286K | Hold |
2,566
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $247K | Hold |
2,566
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $255K | Sell |
2,566
-7
| -0.3% | -$695 | 0.07% | 88 |
|
|
2024
Q1 | $315K | Sell |
2,573
-847
| -25% | -$104K | 0.09% | 79 |
|
|
2023
Q4 | $309K | Hold |
3,420
| – | – | 0.09% | 83 |
|
|
2023
Q3 | $277K | Buy |
3,420
+7
| +0.2% | +$567 | 0.08% | 81 |
|
|
2023
Q2 | $305K | Hold |
3,413
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $342K | Sell |
3,413
-254
| -7% | -$25.4K | 0.09% | 75 |
|
|
2022
Q4 | $319K | Sell |
3,667
-65
| -2% | -$5.65K | 0.09% | 81 |
|
|
2022
Q3 | $352K | Hold |
3,732
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $352K | Sell |
3,732
-20
| -0.5% | -$1.89K | 0.09% | 76 |
|
|
2022
Q1 | $515K | Hold |
3,752
| – | – | 0.12% | 70 |
|
|
2021
Q4 | $581K | Buy |
3,752
+4
| +0.1% | +$619 | 0.13% | 66 |
|
|
2021
Q3 | $634K | Sell |
3,748
-3
| -0.1% | -$507 | 0.15% | 56 |
|
|
2021
Q2 | $659K | Sell |
3,751
-467
| -11% | -$82K | 0.15% | 52 |
|
|
2021
Q1 | $778K | Buy |
4,218
+2,000
| +90% | +$369K | 0.19% | 52 |
|
|
2020
Q4 | $402K | Sell |
2,218
-1,400
| -39% | -$254K | 0.1% | 75 |
|
|
2020
Q3 | $449K | Buy |
3,618
+1,400
| +63% | +$174K | 0.13% | 59 |
|
|
2020
Q2 | $247K | Hold |
2,218
| – | – | 0.07% | 95 |
|
|
2020
Q1 | $214K | Sell |
2,218
-2,039
| -48% | -$197K | 0.08% | 79 |
|
|
2019
Q4 | $616K | Hold |
4,257
| – | – | 0.18% | 67 |
|
|
2019
Q3 | $555K | Buy |
4,257
+222
| +6% | +$28.9K | 0.19% | 63 |
|
|
2019
Q2 | $563 | Hold |
4,035
| – | – | ﹤0.01% | 105 |
|
|
2019
Q1 | $448 | Sell |
4,035
-2,694
| -40% | -$299 | ﹤0.01% | 111 |
|
|
2018
Q4 | $738 | Buy |
+6,729
| New | +$738 | 0.06% | 91 |
|
|
2018
Q1 | $663K | Hold |
6,168
| – | – | 0.27% | 40 |
|
|
2017
Q4 | $608K | Buy |
+6,168
| New | +$608K | 0.26% | 38 |
|
|
2017
Q2 | $656K | Buy |
+6,172
| New | +$656K | 0.27% | 43 |
|