Athena Investment 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 | $713K | Sell |
5,747
-44
| -0.8% | -$5.46K | 0.4% | 64 |
|
|
2025
Q1 | $572K | Sell |
5,791
-40
| -0.7% | -$3.95K | 0.35% | 66 |
|
|
2024
Q4 | $649K | Hold |
5,831
| – | – | 0.38% | 65 |
|
|
2024
Q3 | $561K | Buy |
5,831
+92
| +2% | +$8.85K | 0.32% | 71 |
|
|
2024
Q2 | $570K | Hold |
5,739
| – | – | 0.35% | 71 |
|
|
2024
Q1 | $702K | Hold |
5,739
| – | – | 0.42% | 60 |
|
|
2023
Q4 | $518K | Hold |
5,739
| – | – | 0.34% | 72 |
|
|
2023
Q3 | $465K | Hold |
5,739
| – | – | 0.33% | 69 |
|
|
2023
Q2 | $512K | Hold |
5,739
| – | – | 0.35% | 67 |
|
|
2023
Q1 | $575K | Buy |
5,739
+275
| +5% | +$27.5K | 0.41% | 55 |
|
|
2022
Q4 | $475K | Sell |
5,464
-188
| -3% | -$16.3K | 0.35% | 66 |
|
|
2022
Q3 | $533K | Buy |
5,652
+205
| +4% | +$19.3K | 0.45% | 55 |
|
|
2022
Q2 | $514K | Buy |
5,447
+1,856
| +52% | +$175K | 0.41% | 55 |
|
|
2022
Q1 | $490K | Buy |
+3,591
| New | +$490K | 0.38% | 60 |
|