AM Investment Strategies’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 | $503K | Sell |
4,083
-2,260
| -36% | -$278K | 0.12% | 75 |
|
|
2025
Q1 | $626K | Sell |
6,343
-175
| -3% | -$17.3K | 0.15% | 63 |
|
|
2024
Q4 | $726K | Sell |
6,518
-404
| -6% | -$45K | 0.18% | 61 |
|
|
2024
Q3 | $666K | Buy |
6,922
+1,794
| +35% | +$173K | 0.16% | 57 |
|
|
2024
Q2 | $509K | Buy |
5,128
+1,095
| +27% | +$109K | 0.13% | 68 |
|
|
2024
Q1 | $494K | Buy |
4,033
+12
| +0.3% | +$1.47K | 0.13% | 68 |
|
|
2023
Q4 | $363K | Buy |
4,021
+81
| +2% | +$7.31K | 0.1% | 76 |
|
|
2023
Q3 | $319K | Hold |
3,940
| – | – | 0.1% | 72 |
|
|
2023
Q2 | $352K | Sell |
3,940
-3,000
| -43% | -$268K | 0.11% | 70 |
|
|
2023
Q1 | $695K | Sell |
6,940
-1,195
| -15% | -$120K | 0.24% | 49 |
|
|
2022
Q4 | $707K | Buy |
8,135
+4,994
| +159% | +$434K | 0.25% | 50 |
|
|
2022
Q3 | $296K | Buy |
3,141
+100
| +3% | +$9.42K | 0.11% | 68 |
|
|
2022
Q2 | $287K | Buy |
3,041
+514
| +20% | +$48.5K | 0.1% | 74 |
|
|
2022
Q1 | $347K | Buy |
2,527
+493
| +24% | +$67.7K | 0.09% | 80 |
|
|
2021
Q4 | $317K | Buy |
2,034
+675
| +50% | +$105K | 0.08% | 88 |
|
|
2021
Q3 | $230K | Hold |
1,359
| – | – | 0.06% | 102 |
|
|
2021
Q2 | $239K | Sell |
1,359
-136
| -9% | -$23.9K | 0.06% | 99 |
|
|
2021
Q1 | $276K | Buy |
1,495
+100
| +7% | +$18.5K | 0.08% | 82 |
|
|
2020
Q4 | $253K | Buy |
+1,395
| New | +$253K | 0.08% | 77 |
|