Alta Advisers’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 | $1.17M | Hold |
9,419
| – | – | 0.42% | 39 |
|
|
2025
Q1 | $930K | Buy |
9,419
+3,400
| +56% | +$336K | 0.4% | 44 |
|
|
2024
Q4 | $670K | Buy |
6,019
+1,019
| +20% | +$113K | 0.42% | 40 |
|
|
2024
Q3 | $481K | Buy |
5,000
+100
| +2% | +$9.62K | 0.22% | 54 |
|
|
2024
Q2 | $487K | Hold |
4,900
| – | – | 0.23% | 45 |
|
|
2024
Q1 | $600K | Hold |
4,900
| – | – | 0.3% | 35 |
|
|
2023
Q4 | $442K | Hold |
4,900
| – | – | 0.24% | 46 |
|
|
2023
Q3 | $397K | Hold |
4,900
| – | – | 0.23% | 48 |
|
|
2023
Q2 | $437K | Hold |
4,900
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $491K | Hold |
4,900
| – | – | 0.29% | 37 |
|
|
2022
Q4 | $426K | Hold |
4,900
| – | – | 0.26% | 41 |
|
|
2022
Q3 | $462K | Buy |
+4,900
| New | +$462K | 0.29% | 33 |
|