Aptus Capital 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
Q2 | $6.98M | Buy |
56,267
+913
| +2% | +$113K | 0.06% | 236 |
|
|
2025
Q1 | $5.46M | Buy |
55,354
+6,969
| +14% | +$688K | 0.06% | 261 |
|
|
2024
Q4 | $5.4M | Buy |
48,385
+28,001
| +137% | +$3.13M | 0.06% | 248 |
|
|
2024
Q3 | $1.96M | Sell |
20,384
-46,852
| -70% | -$4.51M | 0.03% | 322 |
|
|
2024
Q2 | $6.68M | Buy |
67,236
+7,704
| +13% | +$765K | 0.12% | 147 |
|
|
2024
Q1 | $7.28M | Buy |
59,532
+6,459
| +12% | +$790K | 0.14% | 132 |
|
|
2023
Q4 | $4.79M | Sell |
53,073
-2,327
| -4% | -$210K | 0.13% | 137 |
|
|
2023
Q3 | $4.49M | Sell |
55,400
-1,873
| -3% | -$152K | 0.12% | 139 |
|
|
2023
Q2 | $5.11M | Sell |
57,273
-1,886
| -3% | -$168K | 0.12% | 127 |
|
|
2023
Q1 | $5.92M | Buy |
59,159
+2,991
| +5% | +$299K | 0.16% | 112 |
|
|
2022
Q4 | $4.88M | Buy |
56,168
+28,600
| +104% | +$2.48M | 0.15% | 110 |
|
|
2022
Q3 | $2.6M | Buy |
27,568
+22,080
| +402% | +$2.08M | 0.06% | 174 |
|
|
2022
Q2 | $518K | Sell |
5,488
-33,173
| -86% | -$3.13M | 0.01% | 271 |
|
|
2022
Q1 | $5.3M | Buy |
38,661
+4,900
| +15% | +$672K | 0.13% | 89 |
|
|
2021
Q4 | $5.23M | Buy |
33,761
+4,599
| +16% | +$712K | 0.16% | 79 |
|
|
2021
Q3 | $4.93M | Buy |
29,162
+12,818
| +78% | +$2.17M | 0.13% | 65 |
|
|
2021
Q2 | $2.87M | Buy |
16,344
+6,923
| +73% | +$1.22M | 0.08% | 100 |
|
|
2021
Q1 | $1.74M | Buy |
9,421
+4,984
| +112% | +$919K | 0.06% | 121 |
|
|
2020
Q4 | $803K | Buy |
4,437
+162
| +4% | +$29.3K | 0.04% | 178 |
|
|
2020
Q3 | $530K | Sell |
4,275
-593
| -12% | -$73.5K | 0.03% | 197 |
|
|
2020
Q2 | $542K | Sell |
4,868
-456
| -9% | -$50.8K | 0.03% | 172 |
|
|
2020
Q1 | $514K | Sell |
5,324
-21,205
| -80% | -$2.05M | 0.04% | 154 |
|
|
2019
Q4 | $3.84M | Buy |
26,529
+19,501
| +277% | +$2.82M | 0.27% | 42 |
|
|
2019
Q3 | $915K | Buy |
7,028
+416
| +6% | +$54.2K | 0.05% | 150 |
|
|
2019
Q2 | $923K | Buy |
6,612
+1,810
| +38% | +$253K | 0.13% | 127 |
|
|
2019
Q1 | $533K | Buy |
4,802
+2,602
| +118% | +$289K | 0.09% | 157 |
|
|
2018
Q4 | $241K | Buy |
+2,200
| New | +$241K | 0.06% | 125 |
|