Atwater Malick’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 | $7.81M | Sell |
62,994
-500
| -0.8% | -$62K | 2.47% | 16 |
|
|
2025
Q1 | $6.27M | Buy |
63,494
+2,403
| +4% | +$237K | 2.12% | 20 |
|
|
2024
Q4 | $6.8M | Sell |
61,091
-2,935
| -5% | -$327K | 2.28% | 20 |
|
|
2024
Q3 | $6.16M | Sell |
64,026
-2,959
| -4% | -$285K | 1.98% | 20 |
|
|
2024
Q2 | $6.65M | Buy |
66,985
+1,435
| +2% | +$142K | 2.29% | 19 |
|
|
2024
Q1 | $8.02M | Buy |
65,550
+1,466
| +2% | +$179K | 2.83% | 15 |
|
|
2023
Q4 | $5.79M | Buy |
64,084
+2,256
| +4% | +$204K | 2.27% | 21 |
|
|
2023
Q3 | $5.01M | Buy |
61,828
+1,140
| +2% | +$92.4K | 2.21% | 22 |
|
|
2023
Q2 | $5.42M | Buy |
60,688
+2,575
| +4% | +$230K | 2.31% | 21 |
|
|
2023
Q1 | $5.82M | Buy |
58,113
+2,456
| +4% | +$246K | 2.73% | 19 |
|
|
2022
Q4 | $4.84M | Buy |
55,657
+3,135
| +6% | +$272K | 2.38% | 20 |
|
|
2022
Q3 | $4.95M | Buy |
52,522
+2,104
| +4% | +$198K | 2.77% | 19 |
|
|
2022
Q2 | $4.76M | Buy |
50,418
+3,029
| +6% | +$286K | 2.5% | 22 |
|
|
2022
Q1 | $6.5M | Buy |
47,389
+2,282
| +5% | +$313K | 3.14% | 17 |
|
|
2021
Q4 | $6.99M | Buy |
45,107
+1,305
| +3% | +$202K | 3.24% | 15 |
|
|
2021
Q3 | $7.41M | Buy |
43,802
+965
| +2% | +$163K | 3.92% | 8 |
|
|
2021
Q2 | $7.53M | Buy |
42,837
+1,653
| +4% | +$291K | 4.16% | 7 |
|
|
2021
Q1 | $7.6M | Sell |
41,184
-2,334
| -5% | -$431K | 4.67% | 4 |
|
|
2020
Q4 | $7.89M | Buy |
43,518
+422
| +1% | +$76.5K | 4.96% | 3 |
|
|
2020
Q3 | $5.35M | Buy |
43,096
+881
| +2% | +$109K | 3.74% | 14 |
|
|
2020
Q2 | $4.71M | Buy |
42,215
+1,344
| +3% | +$150K | 3.7% | 12 |
|
|
2020
Q1 | $3.95M | Buy |
40,871
+1,214
| +3% | +$117K | 3.79% | 14 |
|
|
2019
Q4 | $5.74M | Buy |
39,657
+1,131
| +3% | +$164K | 4.56% | 7 |
|
|
2019
Q3 | $5.02M | Buy |
38,526
+1,381
| +4% | +$180K | 4.22% | 7 |
|
|
2019
Q2 | $5.19M | Buy |
37,145
+186
| +0.5% | +$26K | 4.76% | 5 |
|
|
2019
Q1 | $4.1M | Buy |
36,959
+802
| +2% | +$89.1K | 4.02% | 12 |
|
|
2018
Q4 | $3.97M | Buy |
+36,157
| New | +$3.97M | 4.44% | 6 |
|