American Capital Advisory’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
$71.8K Buy
579
+41
+8% +$5.09K 0.04% 155
2025
Q1
$53.1K Buy
538
+28
+5% +$2.77K 0.03% 172
2024
Q4
$56.8K Sell
510
-2
-0.4% -$223 0.03% 166
2024
Q3
$49.2K Sell
512
-4
-0.8% -$385 0.03% 181
2024
Q2
$46.6K Sell
516
-113
-18% -$10.2K 0.03% 161
2024
Q1
$63K Buy
629
+113
+22% +$11.3K 0.06% 131
2023
Q4
$46.6K Buy
+516
New +$46.6K 0.03% 161