Adero Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $207K | Buy |
2,095
+229
| +12% | +$22.6K | 0.01% | 230 |
|
|
2024
Q4 | $208K | Buy |
+1,866
| New | +$208K | 0.01% | 229 |
|
|
2022
Q1 | – | Sell |
-2,342
| Closed | -$363K | – | 160 |
|
|
2021
Q4 | $363K | Sell |
2,342
-155
| -6% | -$24K | 0.06% | 123 |
|
|
2021
Q3 | $422K | Sell |
2,497
-102
| -4% | -$17.2K | 0.08% | 100 |
|
|
2021
Q2 | $457K | Buy |
2,599
+307
| +13% | +$54K | 0.11% | 83 |
|
|
2021
Q1 | $423K | Buy |
2,292
+755
| +49% | +$139K | 0.19% | 75 |
|
|
2020
Q4 | $279K | Sell |
1,537
-316
| -17% | -$57.4K | 0.24% | 62 |
|
|
2020
Q3 | $230K | Buy |
+1,853
| New | +$230K | 0.18% | 74 |
|
|
2020
Q1 | – | Sell |
-1,642
| Closed | -$237K | – | 74 |
|
|
2019
Q4 | $237K | Buy |
+1,642
| New | +$237K | 0.27% | 67 |
|