Allegheny Financial 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
$577K Buy
4,651
+80
+2% +$9.92K 0.13% 130
2025
Q1
$451K Sell
4,571
-53
-1% -$5.23K 0.12% 139
2024
Q4
$515K Buy
4,624
+106
+2% +$11.8K 0.13% 123
2024
Q3
$435K Sell
4,518
-142
-3% -$13.7K 0.11% 157
2024
Q2
$463K Buy
4,660
+546
+13% +$54.2K 0.13% 134
2024
Q1
$503K Sell
4,114
-491
-11% -$60.1K 0.16% 119
2023
Q4
$416K Buy
4,605
+181
+4% +$16.3K 0.13% 131
2023
Q3
$359K Buy
4,424
+351
+9% +$28.4K 0.13% 135
2023
Q2
$364K Sell
4,073
-10
-0.2% -$893 0.17% 113
2023
Q1
$409K Sell
4,083
-53
-1% -$5.31K 0.17% 114
2022
Q4
$359K Buy
4,136
+1
+0% +$87 0.15% 115
2022
Q3
$390K Buy
4,135
+26
+0.6% +$2.45K 0.18% 99
2022
Q2
$388K Sell
4,109
-86
-2% -$8.12K 0.18% 92
2022
Q1
$575K Sell
4,195
-102
-2% -$14K 0.24% 73
2021
Q4
$665K Buy
4,297
+152
+4% +$23.5K 0.27% 68
2021
Q3
$701K Sell
4,145
-29
-0.7% -$4.9K 0.32% 56
2021
Q2
$734K Buy
4,174
+164
+4% +$28.8K 0.33% 56
2021
Q1
$740K Sell
4,010
-33
-0.8% -$6.09K 0.54% 34
2020
Q4
$732K Buy
+4,043
New +$732K 0.39% 47