Advisory Resource Group’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 | $375K | Sell |
3,026
-117
| -4% | -$14.5K | 0.07% | 139 |
|
|
2025
Q1 | $310K | Buy |
3,143
+8
| +0.3% | +$789 | 0.06% | 144 |
|
|
2024
Q4 | $349K | Sell |
3,135
-9
| -0.3% | -$1K | 0.07% | 133 |
|
|
2024
Q3 | $302K | Sell |
3,144
-3
| -0.1% | -$289 | 0.06% | 138 |
|
|
2024
Q2 | $312K | Buy |
3,147
+24
| +0.8% | +$2.38K | 0.07% | 129 |
|
|
2024
Q1 | $382K | Buy |
3,123
+4
| +0.1% | +$489 | 0.09% | 125 |
|
|
2023
Q4 | $282K | Sell |
3,119
-20
| -0.6% | -$1.81K | 0.07% | 133 |
|
|
2023
Q3 | $254K | Sell |
3,139
-90
| -3% | -$7.3K | 0.07% | 137 |
|
|
2023
Q2 | $288K | Hold |
3,229
| – | – | 0.08% | 130 |
|
|
2023
Q1 | $323K | Sell |
3,229
-43
| -1% | -$4.31K | 0.09% | 127 |
|
|
2022
Q4 | $284K | Buy |
3,272
+261
| +9% | +$22.7K | 0.08% | 128 |
|
|
2022
Q3 | $284K | Hold |
3,011
| – | – | 0.09% | 107 |
|
|
2022
Q2 | $284K | Sell |
3,011
-491
| -14% | -$46.3K | 0.09% | 105 |
|
|
2022
Q1 | $480K | Buy |
3,502
+20
| +0.6% | +$2.74K | 0.15% | 73 |
|
|
2021
Q4 | $498K | Buy |
3,482
+18
| +0.5% | +$2.57K | 0.17% | 73 |
|
|
2021
Q3 | $586K | Hold |
3,464
| – | – | 0.22% | 65 |
|
|
2021
Q2 | $609K | Buy |
3,464
+8
| +0.2% | +$1.41K | 0.24% | 60 |
|
|
2021
Q1 | $638K | Sell |
3,456
-27
| -0.8% | -$4.98K | 0.3% | 51 |
|
|
2020
Q4 | $631K | Buy |
3,483
+81
| +2% | +$14.7K | 0.31% | 51 |
|
|
2020
Q3 | $422K | Sell |
3,402
-172
| -5% | -$21.3K | 0.25% | 54 |
|
|
2020
Q2 | $399K | Buy |
3,574
+1
| +0% | +$112 | 0.25% | 52 |
|
|
2020
Q1 | $345K | Sell |
3,573
-1,792
| -33% | -$173K | 0.26% | 51 |
|
|
2019
Q4 | $776K | Sell |
5,365
-475
| -8% | -$68.7K | 0.44% | 41 |
|
|
2019
Q3 | $761K | Sell |
5,840
-6,233
| -52% | -$812K | 0.41% | 42 |
|
|
2019
Q2 | $1.69M | Buy |
12,073
+539
| +5% | +$75.3K | 0.92% | 20 |
|
|
2019
Q1 | $1.56M | Buy |
11,534
+1,400
| +14% | +$189K | 0.87% | 18 |
|
|
2018
Q4 | $1.11M | Buy |
+10,134
| New | +$1.11M | 0.68% | 19 |
|