Apella Capital’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 | $2.45M | Buy |
19,904
+10,395
| +109% | +$1.28M | 0.07% | 152 |
|
|
2025
Q1 | $870K | Buy |
9,509
+2,319
| +32% | +$212K | 0.03% | 199 |
|
|
2024
Q4 | $801K | Buy |
7,190
+178
| +3% | +$19.8K | 0.03% | 186 |
|
|
2024
Q3 | $660K | Sell |
7,012
-64
| -0.9% | -$6.03K | 0.03% | 193 |
|
|
2024
Q2 | $687K | Buy |
7,076
+1,583
| +29% | +$154K | 0.03% | 182 |
|
|
2024
Q1 | $648K | Sell |
5,493
-421
| -7% | -$49.7K | 0.03% | 173 |
|
|
2023
Q4 | $536K | Sell |
5,914
-150
| -2% | -$13.6K | 0.03% | 180 |
|
|
2023
Q3 | $492K | Sell |
6,064
-89
| -1% | -$7.21K | 0.03% | 171 |
|
|
2023
Q2 | $549K | Buy |
+6,153
| New | +$549K | 0.04% | 165 |
|
|
2022
Q4 | $447K | Buy |
5,139
+828
| +19% | +$71.9K | 0.04% | 161 |
|
|
2022
Q3 | $407K | Sell |
4,311
-17
| -0.4% | -$1.61K | 0.05% | 149 |
|
|
2022
Q2 | $409K | Buy |
4,328
+422
| +11% | +$39.9K | 0.05% | 153 |
|
|
2022
Q1 | $536K | Buy |
3,906
+937
| +32% | +$129K | 0.08% | 126 |
|
|
2021
Q4 | $460K | Sell |
2,969
-193
| -6% | -$29.9K | 0.06% | 132 |
|
|
2021
Q3 | $535K | Buy |
3,162
+318
| +11% | +$53.8K | 0.08% | 129 |
|
|
2021
Q2 | $500K | Buy |
2,844
+213
| +8% | +$37.4K | 0.08% | 136 |
|
|
2021
Q1 | $485K | Hold |
2,631
| – | – | 0.15% | 85 |
|
|
2020
Q4 | $477K | Buy |
2,631
+100
| +4% | +$18.1K | 0.17% | 85 |
|
|
2020
Q3 | $314K | Hold |
2,531
| – | – | 0.13% | 97 |
|
|
2020
Q2 | $282K | Buy |
2,531
+101
| +4% | +$11.3K | 0.13% | 101 |
|
|
2020
Q1 | $235K | Buy |
+2,430
| New | +$235K | 0.14% | 93 |
|