Aldebaran Financial’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 | $1.28M | Sell |
10,349
-106
| -1% | -$13.1K | 1.42% | 18 |
|
|
2025
Q1 | $1.03M | Sell |
10,455
-73
| -0.7% | -$7.21K | 1.26% | 20 |
|
|
2024
Q4 | $1.17M | Sell |
10,528
-638
| -6% | -$70.7K | 1.36% | 17 |
|
|
2024
Q3 | $1.07M | Sell |
11,166
-498
| -4% | -$47.9K | 1.27% | 19 |
|
|
2024
Q2 | $1.16M | Buy |
11,664
+174
| +2% | +$17.3K | 1.52% | 20 |
|
|
2024
Q1 | $1.41M | Sell |
11,490
-688
| -6% | -$84.2K | 1.99% | 16 |
|
|
2023
Q4 | $1.1M | Sell |
12,178
-790
| -6% | -$71.3K | 1.62% | 16 |
|
|
2023
Q3 | $1.05M | Sell |
12,968
-1,270
| -9% | -$103K | 1.64% | 15 |
|
|
2023
Q2 | $1.27M | Sell |
14,238
-1,839
| -11% | -$164K | 1.73% | 14 |
|
|
2023
Q1 | $1.61M | Sell |
16,077
-7,430
| -32% | -$744K | 2.08% | 13 |
|
|
2022
Q4 | $2.04M | Buy |
23,507
+6,025
| +34% | +$523K | 2.19% | 12 |
|
|
2022
Q3 | $1.67M | Sell |
17,482
-91
| -0.5% | -$8.68K | 1.83% | 13 |
|
|
2022
Q2 | $1.66M | Sell |
17,573
-1,698
| -9% | -$160K | 1.76% | 15 |
|
|
2022
Q1 | $2.64M | Buy |
19,271
+1,220
| +7% | +$167K | 2.05% | 12 |
|
|
2021
Q4 | $2.8M | Buy |
18,051
+19
| +0.1% | +$2.94K | 2.06% | 12 |
|
|
2021
Q3 | $3.05M | Buy |
18,032
+385
| +2% | +$65.1K | 2.46% | 9 |
|
|
2021
Q2 | $3.13M | Sell |
17,647
-660
| -4% | -$117K | 2.57% | 7 |
|
|
2021
Q1 | $3.38M | Sell |
18,307
-345
| -2% | -$63.7K | 2.98% | 7 |
|
|
2020
Q4 | $3.38M | Buy |
18,652
+91
| +0.5% | +$16.5K | 3.14% | 7 |
|
|
2020
Q3 | $2.3M | Sell |
18,561
-1,206
| -6% | -$150K | 2.39% | 10 |
|
|
2020
Q2 | $2.2M | Sell |
19,767
-8,060
| -29% | -$899K | 2.59% | 10 |
|
|
2020
Q1 | $2.69M | Sell |
27,827
-69
| -0.2% | -$6.67K | 2.62% | 9 |
|
|
2019
Q4 | $4.04M | Sell |
27,896
-5,222
| -16% | -$755K | 3.06% | 6 |
|
|
2019
Q3 | $4.29M | Buy |
33,118
+237
| +0.7% | +$30.7K | 2.86% | 6 |
|
|
2019
Q2 | $4.59M | Buy |
32,881
+2,511
| +8% | +$351K | 3.17% | 5 |
|
|
2019
Q1 | $3.37M | Sell |
30,370
-91
| -0.3% | -$10.1K | 2.37% | 9 |
|
|
2018
Q4 | $3.34M | Sell |
30,461
-484
| -2% | -$53.1K | 2.54% | 10 |
|
|
2018
Q3 | $3.62M | Sell |
30,945
-1,198
| -4% | -$140K | 2.35% | 8 |
|
|
2018
Q2 | $3.37M | Sell |
32,143
-1,525
| -5% | -$160K | 2.31% | 10 |
|
|
2018
Q1 | $3.38M | Sell |
33,668
-199
| -0.6% | -$20K | 2.27% | 13 |
|
|
2017
Q4 | $3.64M | Sell |
33,867
-502
| -1% | -$54K | 2.42% | 12 |
|
|
2017
Q3 | $3.39M | Sell |
34,369
-208
| -0.6% | -$20.5K | 2.34% | 12 |
|
|
2017
Q2 | $3.67M | Sell |
34,577
-570
| -2% | -$60.6K | 2.68% | 10 |
|
|
2017
Q1 | $3.99M | Sell |
35,147
-519
| -1% | -$58.8K | 3.03% | 4 |
|
|
2016
Q4 | $3.72M | Buy |
35,666
+15
| +0% | +$1.56K | 2.94% | 5 |
|
|
2016
Q3 | $3.31M | Buy |
35,651
+972
| +3% | +$90.3K | 2.62% | 6 |
|
|
2016
Q2 | $3.45M | Sell |
34,679
-95
| -0.3% | -$9.46K | 2.77% | 5 |
|
|
2016
Q1 | $3.45M | Buy |
34,774
+1,527
| +5% | +$152K | 3.01% | 5 |
|
|
2015
Q4 | $3.43M | Sell |
33,247
-225
| -0.7% | -$23.2K | 3.17% | 4 |
|
|
2015
Q3 | $3.43M | Sell |
33,472
-429
| -1% | -$44K | 3.24% | 2 |
|
|
2015
Q2 | $3.87M | Buy |
33,901
+963
| +3% | +$110K | 3.27% | 2 |
|
|
2015
Q1 | $3.46M | Buy |
32,938
+1,974
| +6% | +$207K | 2.96% | 3 |
|
|
2014
Q4 | $2.92M | Sell |
30,964
-554
| -2% | -$52.2K | 2.56% | 5 |
|
|
2014
Q3 | $2.81M | Sell |
31,518
-1,383
| -4% | -$123K | 2.51% | 6 |
|
|
2014
Q2 | $2.82M | Buy |
32,901
+9,283
| +39% | +$796K | 2.22% | 7 |
|
|
2014
Q1 | $1.89M | Buy |
23,618
+2,111
| +10% | +$169K | 1.65% | 14 |
|
|
2013
Q4 | $1.64M | Buy |
+21,507
| New | +$1.64M | 1.56% | 19 |
|