AIMZ Investment 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 | $226K | Buy |
+1,822
| New | +$226K | 0.08% | 118 |
|
|
2025
Q1 | – | Sell |
-1,822
| Closed | -$203K | – | 127 |
|
|
2024
Q4 | $203K | Buy |
+1,822
| New | +$203K | 0.07% | 123 |
|
|
2024
Q2 | – | Sell |
-1,917
| Closed | -$235K | – | 120 |
|
|
2024
Q1 | $235K | Buy |
+1,917
| New | +$235K | 0.09% | 111 |
|
|
2022
Q2 | – | Sell |
-1,608
| Closed | -$221K | – | 111 |
|
|
2022
Q1 | $221K | Hold |
1,608
| – | – | 0.09% | 112 |
|
|
2021
Q4 | $249K | Hold |
1,608
| – | – | 0.1% | 106 |
|
|
2021
Q3 | $272K | Hold |
1,608
| – | – | 0.12% | 101 |
|
|
2021
Q2 | $283K | Sell |
1,608
-55
| -3% | -$9.68K | 0.13% | 100 |
|
|
2021
Q1 | $307K | Sell |
1,663
-159
| -9% | -$29.4K | 0.15% | 95 |
|
|
2020
Q4 | $330K | Buy |
1,822
+125
| +7% | +$22.6K | 0.17% | 85 |
|
|
2020
Q3 | $211K | Buy |
+1,697
| New | +$211K | 0.13% | 94 |
|
|
2020
Q1 | – | Sell |
-1,727
| Closed | -$250K | – | 93 |
|
|
2019
Q4 | $250K | Hold |
1,727
| – | – | 0.16% | 87 |
|
|
2019
Q3 | $225K | Hold |
1,727
| – | – | 0.15% | 89 |
|
|
2019
Q2 | $241K | Buy |
+1,727
| New | +$241K | 0.17% | 87 |
|
|
2018
Q4 | – | Sell |
-2,017
| Closed | -$236K | – | 99 |
|
|
2018
Q3 | $236K | Buy |
2,017
+16
| +0.8% | +$1.87K | 0.15% | 93 |
|
|
2018
Q2 | $210K | Hold |
2,001
| – | – | 0.15% | 96 |
|
|
2018
Q1 | $201K | Hold |
2,001
| – | – | 0.15% | 96 |
|
|
2017
Q4 | $215K | Buy |
+2,001
| New | +$215K | 0.16% | 93 |
|
|
2017
Q3 | – | Sell |
-2,001
| Closed | -$213K | – | 97 |
|
|
2017
Q2 | $213K | Buy |
2,001
+150
| +8% | +$16K | 0.18% | 95 |
|
|
2017
Q1 | $210K | Buy |
+1,851
| New | +$210K | 0.18% | 98 |
|