Aspire Private 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 | $975K | Buy |
7,862
+424
| +6% | +$52.6K | 0.23% | 96 |
|
|
2025
Q1 | $734K | Buy |
7,438
+2,932
| +65% | +$289K | 0.18% | 111 |
|
|
2024
Q4 | $502K | Buy |
4,506
+3,620
| +409% | +$403K | 0.12% | 118 |
|
|
2024
Q3 | $85.2K | Sell |
886
-16
| -2% | -$1.54K | 0.02% | 204 |
|
|
2024
Q2 | $89.6K | Hold |
902
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $110K | Buy |
902
+411
| +84% | +$50.3K | 0.03% | 188 |
|
|
2023
Q4 | $44.4K | Hold |
491
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $39.8K | Hold |
491
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $43.9K | Sell |
491
-4
| -0.8% | -$357 | 0.01% | 217 |
|
|
2023
Q1 | $49.6K | Sell |
495
-1,720
| -78% | -$172K | 0.02% | 203 |
|
|
2022
Q4 | $192K | Buy |
2,215
+1,760
| +387% | +$153K | 0.07% | 124 |
|
|
2022
Q3 | $43K | Sell |
455
-60
| -12% | -$5.67K | 0.02% | 210 |
|
|
2022
Q2 | $49K | Sell |
515
-3,380
| -87% | -$322K | 0.02% | 204 |
|
|
2022
Q1 | $534K | Buy |
3,895
+365
| +10% | +$50K | 0.17% | 85 |
|
|
2021
Q4 | $547K | Buy |
3,530
+285
| +9% | +$44.2K | 0.17% | 86 |
|
|
2021
Q3 | $549K | Buy |
3,245
+2,871
| +768% | +$486K | 0.18% | 72 |
|
|
2021
Q2 | $66K | Buy |
374
+19
| +5% | +$3.35K | 0.02% | 197 |
|
|
2021
Q1 | $66K | Sell |
355
-94
| -21% | -$17.5K | 0.02% | 206 |
|
|
2020
Q4 | $81K | Hold |
449
| – | – | 0.03% | 188 |
|
|
2020
Q3 | $56K | Buy |
449
+441
| +5,513% | +$55K | 0.02% | 197 |
|
|
2020
Q2 | $1K | Sell |
8
-384
| -98% | -$48K | ﹤0.01% | 282 |
|
|
2020
Q1 | $38K | Sell |
392
-895
| -70% | -$86.8K | 0.02% | 159 |
|
|
2019
Q4 | $186K | Buy |
1,287
+80
| +7% | +$11.6K | 0.08% | 112 |
|
|
2019
Q3 | $157K | Buy |
1,207
+57
| +5% | +$7.41K | 0.07% | 117 |
|
|
2019
Q2 | $161K | Buy |
1,150
+710
| +161% | +$99.4K | 0.08% | 122 |
|
|
2019
Q1 | $49K | Buy |
440
+19
| +5% | +$2.12K | 0.02% | 233 |
|
|
2018
Q4 | $46K | Buy |
+421
| New | +$46K | 0.03% | 220 |
|