Angeles 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
Q1 | – | Sell |
-4,236
| Closed | -$474K | – | 84 |
|
|
2024
Q4 | $474K | Buy |
4,236
+20
| +0.5% | +$2.24K | 0.02% | 98 |
|
|
2024
Q3 | $406K | Buy |
4,216
+25
| +0.6% | +$2.41K | 0.02% | 129 |
|
|
2024
Q2 | $416K | Sell |
4,191
-2,438
| -37% | -$242K | 0.02% | 122 |
|
|
2024
Q1 | $811K | Buy |
6,629
+714
| +12% | +$87.4K | 0.04% | 57 |
|
|
2023
Q4 | $535K | Buy |
5,915
+1,713
| +41% | +$155K | 0.03% | 90 |
|
|
2023
Q3 | $341K | Buy |
4,202
+58
| +1% | +$4.7K | 0.03% | 125 |
|
|
2023
Q2 | $370K | Sell |
4,144
-67
| -2% | -$5.98K | 0.03% | 94 |
|
|
2023
Q1 | $422K | Sell |
4,211
-82
| -2% | -$8.21K | 0.03% | 75 |
|
|
2022
Q4 | $373K | Buy |
+4,293
| New | +$373K | 0.03% | 55 |
|
|
2022
Q3 | – | Sell |
-2,640
| Closed | -$249K | – | 69 |
|
|
2022
Q2 | $249K | Buy |
2,640
+1,160
| +78% | +$109K | 0.02% | 85 |
|
|
2022
Q1 | $203K | Sell |
1,480
-8,152
| -85% | -$1.12M | 0.01% | 116 |
|
|
2021
Q4 | $1.49M | Sell |
9,632
-2,900
| -23% | -$449K | 0.07% | 63 |
|
|
2021
Q3 | $2.12M | Buy |
12,532
+3,481
| +38% | +$589K | 0.12% | 49 |
|
|
2021
Q2 | $1.59M | Sell |
9,051
-1,285
| -12% | -$226K | 0.1% | 40 |
|
|
2021
Q1 | $1.91M | Buy |
10,336
+5,220
| +102% | +$963K | 0.15% | 28 |
|
|
2020
Q4 | $927K | Hold |
5,116
| – | – | 0.09% | 39 |
|
|
2020
Q3 | $635K | Hold |
5,116
| – | – | 0.08% | 48 |
|
|
2020
Q2 | $570K | Sell |
5,116
-1,637
| -24% | -$182K | 0.08% | 48 |
|
|
2020
Q1 | $758K | Sell |
6,753
-5,175
| -43% | -$581K | 0.2% | 36 |
|
|
2019
Q4 | $1.73M | Buy |
11,928
+812
| +7% | +$117K | 0.35% | 17 |
|
|
2019
Q3 | $1.45M | Buy |
11,116
+3,698
| +50% | +$482K | 0.31% | 19 |
|
|
2019
Q2 | $1.04M | Buy |
7,418
+3,699
| +99% | +$517K | 0.25% | 22 |
|
|
2019
Q1 | $413K | Buy |
+3,719
| New | +$413K | 0.39% | 32 |
|