Aries Wealth Management’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 | $907K | Sell |
7,314
-230
| -3% | -$28.5K | 0.24% | 96 |
|
|
2025
Q1 | $745K | Sell |
7,544
-293
| -4% | -$28.9K | 0.2% | 108 |
|
|
2024
Q4 | $873K | Sell |
7,837
-57
| -0.7% | -$6.35K | 0.24% | 96 |
|
|
2024
Q3 | $759K | Sell |
7,894
-331
| -4% | -$31.8K | 0.21% | 105 |
|
|
2024
Q2 | $817K | Sell |
8,225
-426
| -5% | -$42.3K | 0.26% | 96 |
|
|
2024
Q1 | $1.06M | Sell |
8,651
-45
| -0.5% | -$5.51K | 0.34% | 77 |
|
|
2023
Q4 | $785K | Buy |
8,696
+2,465
| +40% | +$223K | 0.28% | 87 |
|
|
2023
Q3 | $534K | Sell |
6,231
-4,091
| -40% | -$351K | 0.21% | 112 |
|
|
2023
Q2 | $922K | Sell |
10,322
-868
| -8% | -$77.5K | 0.36% | 78 |
|
|
2023
Q1 | $1.12M | Buy |
11,190
+294
| +3% | +$29.4K | 0.46% | 67 |
|
|
2022
Q4 | $947K | Buy |
10,896
+210
| +2% | +$18.2K | 0.41% | 69 |
|
|
2022
Q3 | $1.14M | Buy |
10,686
+136
| +1% | +$14.5K | 0.5% | 58 |
|
|
2022
Q2 | $996K | Buy |
+10,550
| New | +$996K | 0.45% | 61 |
|
|
2022
Q1 | – | Sell |
-9,472
| Closed | -$1.47M | – | 111 |
|
|
2021
Q4 | $1.47M | Buy |
9,472
+691
| +8% | +$107K | 0.56% | 50 |
|
|
2021
Q3 | $1.49M | Buy |
8,781
+160
| +2% | +$27.1K | 0.63% | 42 |
|
|
2021
Q2 | $1.52M | Buy |
8,621
+65
| +0.8% | +$11.4K | 0.65% | 41 |
|
|
2021
Q1 | $1.6M | Buy |
8,556
+630
| +8% | +$118K | 0.72% | 37 |
|
|
2020
Q4 | $1.42M | Sell |
7,926
-300
| -4% | -$53.6K | 0.71% | 40 |
|
|
2020
Q3 | $1.02M | Buy |
8,226
+375
| +5% | +$46.5K | 0.58% | 46 |
|
|
2020
Q2 | $875K | Buy |
7,851
+112
| +1% | +$12.5K | 0.53% | 54 |
|
|
2020
Q1 | $750K | Buy |
7,739
+840
| +12% | +$81.4K | 0.57% | 50 |
|
|
2019
Q4 | $1.01M | Hold |
6,899
| – | – | 0.61% | 44 |
|
|
2019
Q3 | $897K | Sell |
6,899
-22
| -0.3% | -$2.86K | 0.6% | 47 |
|
|
2019
Q2 | $986K | Buy |
6,921
+1,604
| +30% | +$229K | 0.69% | 44 |
|
|
2019
Q1 | $590K | Buy |
5,317
+2,994
| +129% | +$332K | 0.44% | 64 |
|
|
2018
Q4 | $255K | Buy |
2,323
+297
| +15% | +$32.6K | 0.27% | 90 |
|
|
2018
Q3 | $237K | Hold |
2,026
| – | – | 0.21% | 105 |
|
|
2018
Q2 | $230K | Hold |
2,026
| – | – | 0.21% | 112 |
|
|
2018
Q1 | $205K | Buy |
+2,026
| New | +$205K | 0.2% | 116 |
|