Arax Advisory 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 | $1.63M | Sell |
11,022
-363
| -3% | -$53.6K | 0.07% | 170 |
|
|
2025
Q1 | $1.12M | Sell |
11,385
-4,333
| -28% | -$428K | 0.07% | 167 |
|
|
2024
Q4 | $1.75M | Buy |
15,718
+9,678
| +160% | +$1.08M | 0.11% | 115 |
|
|
2024
Q3 | $581K | Buy |
6,040
+71
| +1% | +$6.83K | 0.05% | 173 |
|
|
2024
Q2 | $593K | Buy |
5,969
+3,849
| +182% | +$382K | 0.06% | 161 |
|
|
2024
Q1 | $259K | Buy |
2,120
+50
| +2% | +$6.12K | 0.03% | 265 |
|
|
2023
Q4 | $187K | Sell |
2,070
-66
| -3% | -$5.96K | 0.02% | 294 |
|
|
2023
Q3 | $173K | Sell |
2,136
-13
| -0.6% | -$1.05K | 0.02% | 277 |
|
|
2023
Q2 | $192K | Buy |
2,149
+31
| +1% | +$2.77K | 0.02% | 245 |
|
|
2023
Q1 | $212K | Buy |
2,118
+53
| +3% | +$5.31K | 0.03% | 230 |
|
|
2022
Q4 | $179K | Buy |
2,065
+460
| +29% | +$40K | 0.02% | 241 |
|
|
2022
Q3 | $151K | Buy |
1,605
+335
| +26% | +$31.5K | 0.02% | 244 |
|
|
2022
Q2 | $120K | Buy |
1,270
+4
| +0.3% | +$378 | 0.02% | 284 |
|
|
2022
Q1 | $174K | Sell |
1,266
-18
| -1% | -$2.47K | 0.02% | 259 |
|
|
2021
Q4 | $199K | Buy |
1,284
+424
| +49% | +$65.7K | 0.03% | 244 |
|
|
2021
Q3 | $146K | Buy |
860
+118
| +16% | +$20K | 0.02% | 265 |
|
|
2021
Q2 | $130K | Buy |
+742
| New | +$130K | 0.02% | 288 |
|
|
2020
Q4 | $126K | Buy |
694
+5
| +0.7% | +$908 | 0.02% | 261 |
|
|
2020
Q3 | $86K | Buy |
689
+293
| +74% | +$36.6K | 0.01% | 288 |
|
|
2020
Q2 | $44K | Buy |
396
+46
| +13% | +$5.11K | 0.01% | 387 |
|
|
2020
Q1 | $34K | Buy |
350
+69
| +25% | +$6.7K | 0.01% | 396 |
|
|
2019
Q4 | $41K | Hold |
281
| – | – | 0.01% | 359 |
|
|
2019
Q3 | $37K | Buy |
281
+1
| +0.4% | +$132 | 0.01% | 363 |
|
|
2019
Q2 | $39K | Buy |
+280
| New | +$39K | 0.01% | 348 |
|
|
2018
Q4 | $42K | Buy |
381
+68
| +22% | +$7.5K | 0.02% | 291 |
|
|
2018
Q3 | $37K | Sell |
313
-1,041
| -77% | -$123K | 0.01% | 320 |
|
|
2018
Q2 | $141K | Buy |
1,354
+499
| +58% | +$52K | 0.06% | 123 |
|
|
2018
Q1 | $85K | Buy |
855
+593
| +226% | +$59K | 0.04% | 151 |
|
|
2017
Q4 | $28K | Buy |
262
+18
| +7% | +$1.92K | 0.01% | 253 |
|
|
2017
Q3 | $24K | Sell |
244
-255
| -51% | -$25.1K | 0.01% | 263 |
|
|
2017
Q2 | $53K | Buy |
499
+270
| +118% | +$28.7K | 0.03% | 221 |
|
|
2017
Q1 | $25K | Buy |
229
+1
| +0.4% | +$109 | 0.01% | 266 |
|
|
2016
Q4 | $24K | Buy |
+228
| New | +$24K | 0.01% | 248 |
|