Allen Mooney & Barnes 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 | $6.28M | Sell |
50,649
-94
| -0.2% | -$11.7K | 1.03% | 36 |
|
|
2025
Q1 | $5.01M | Buy |
50,743
+484
| +1% | +$47.8K | 0.81% | 40 |
|
|
2024
Q4 | $5.6M | Sell |
50,259
-367
| -0.7% | -$40.9K | 0.94% | 37 |
|
|
2024
Q3 | $4.87M | Sell |
50,626
-2,209
| -4% | -$212K | 0.83% | 39 |
|
|
2024
Q2 | $5.25M | Buy |
52,835
+1,051
| +2% | +$104K | 0.94% | 36 |
|
|
2024
Q1 | $6.07M | Sell |
51,784
-378
| -0.7% | -$44.3K | 1.16% | 32 |
|
|
2023
Q4 | $4.71M | Sell |
52,162
-1,228
| -2% | -$111K | 0.9% | 35 |
|
|
2023
Q3 | $4.33M | Buy |
53,390
+2,399
| +5% | +$194K | 0.92% | 33 |
|
|
2023
Q2 | $4.55M | Sell |
50,991
-621
| -1% | -$55.4K | 1.01% | 33 |
|
|
2023
Q1 | $5.17M | Buy |
51,612
+845
| +2% | +$84.6K | 1.24% | 31 |
|
|
2022
Q4 | $4.41M | Sell |
50,767
-1,734
| -3% | -$151K | 1.06% | 34 |
|
|
2022
Q3 | $4.95M | Buy |
52,501
+766
| +1% | +$72.3K | 1.32% | 30 |
|
|
2022
Q2 | $4.88M | Buy |
51,735
+3,102
| +6% | +$293K | 1.25% | 33 |
|
|
2022
Q1 | $6.67M | Buy |
+48,633
| New | +$6.67M | 1.48% | 29 |
|