Atticus 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 | $186K | Sell |
1,496
-113
| -7% | -$14K | 0.05% | 174 |
|
|
2025
Q1 | $159K | Hold |
1,609
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $179K | Sell |
1,609
-175
| -10% | -$19.5K | 0.06% | 123 |
|
|
2024
Q3 | $172K | Sell |
1,784
-14
| -0.8% | -$1.35K | 0.06% | 131 |
|
|
2024
Q2 | $179K | Sell |
1,798
-4
| -0.2% | -$397 | 0.06% | 120 |
|
|
2024
Q1 | $220K | Hold |
1,802
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $163K | Hold |
1,802
| – | – | 0.06% | 129 |
|
|
2023
Q3 | $146K | Sell |
1,802
-200
| -10% | -$16.2K | 0.06% | 144 |
|
|
2023
Q2 | $179K | Sell |
2,002
-487
| -20% | -$43.5K | 0.07% | 140 |
|
|
2023
Q1 | $249K | Sell |
2,489
-2,202
| -47% | -$220K | 0.1% | 117 |
|
|
2022
Q4 | $408K | Sell |
4,691
-1,337
| -22% | -$116K | 0.17% | 84 |
|
|
2022
Q3 | $569K | Hold |
6,028
| – | – | 0.28% | 53 |
|
|
2022
Q2 | $569K | Sell |
6,028
-2,238
| -27% | -$211K | 0.24% | 65 |
|
|
2022
Q1 | $1.13M | Sell |
8,266
-482
| -6% | -$66.1K | 0.41% | 49 |
|
|
2021
Q4 | $1.36M | Buy |
8,748
+1,211
| +16% | +$188K | 0.53% | 35 |
|
|
2021
Q3 | $1.28M | Sell |
7,537
-854
| -10% | -$144K | 0.56% | 34 |
|
|
2021
Q2 | $1.48M | Sell |
8,391
-189
| -2% | -$33.2K | 0.64% | 34 |
|
|
2021
Q1 | $1.58M | Sell |
8,580
-1,071
| -11% | -$198K | 0.75% | 34 |
|
|
2020
Q4 | $1.75M | Buy |
9,651
+269
| +3% | +$48.7K | 0.88% | 27 |
|
|
2020
Q3 | $1.16M | Sell |
9,382
-1,405
| -13% | -$174K | 0.69% | 33 |
|
|
2020
Q2 | $1.2M | Buy |
10,787
+2,684
| +33% | +$299K | 0.79% | 30 |
|
|
2020
Q1 | $783K | Buy |
8,103
+722
| +10% | +$69.8K | 0.63% | 37 |
|
|
2019
Q4 | $1.07M | Buy |
+7,381
| New | +$1.07M | 0.68% | 35 |
|