Americana Partners’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
$871K Sell
7,024
-718
-9% -$89K 0.03% 259
2025
Q1
$764K Buy
7,742
+260
+3% +$25.7K 0.03% 232
2024
Q4
$833K Sell
7,482
-5,335
-42% -$594K 0.03% 235
2024
Q3
$1.23M Buy
12,817
+2,925
+30% +$281K 0.08% 176
2024
Q2
$982K Sell
9,892
-448
-4% -$44.5K 0.08% 177
2024
Q1
$1.27M Sell
10,340
-1,938
-16% -$237K 0.11% 162
2023
Q4
$1.01M Sell
12,278
-4,352
-26% -$357K 0.1% 160
2023
Q3
$1.31M Sell
16,630
-19,743
-54% -$1.55M 0.14% 132
2023
Q2
$3.25M Sell
36,373
-18,428
-34% -$1.65M 0.42% 65
2023
Q1
$5.49M Buy
54,801
+6,002
+12% +$601K 0.87% 24
2022
Q4
$4.23M Sell
48,799
-9,722
-17% -$844K 0.73% 36
2022
Q3
$5.52M Sell
58,521
-1,157
-2% -$109K 0.99% 23
2022
Q2
$5.63M Buy
59,678
+26,636
+81% +$2.51M 1.01% 24
2022
Q1
$2.21M Sell
33,042
-8,232
-20% -$550K 0.68% 37
2021
Q4
$6.39M Buy
41,274
+12,903
+45% +$2M 1.16% 16
2021
Q3
$4.8M Buy
28,371
+21,847
+335% +$3.7M 1.16% 17
2021
Q2
$1.15M Buy
6,524
+843
+15% +$148K 0.58% 30
2021
Q1
$1.05M Buy
5,681
+291
+5% +$53.7K 0.65% 29
2020
Q4
$976K Buy
5,390
+155
+3% +$28.1K 0.75% 29
2020
Q3
$649K Buy
5,235
+160
+3% +$19.8K 0.59% 34
2020
Q2
$565K Sell
5,075
-2,209
-30% -$246K 0.42% 42
2020
Q1
$703K Buy
7,284
+1,900
+35% +$183K 0.72% 38
2019
Q4
$783K Buy
+5,384
New +$783K 0.44% 36