Atwood & Palmer’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 | $189K | Sell |
1,524
-146
| -9% | -$18.1K | 0.01% | 157 |
|
|
2025
Q1 | $165K | Buy |
1,670
+96
| +6% | +$9.48K | 0.01% | 160 |
|
|
2024
Q4 | $175K | Hold |
1,574
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $151K | Sell |
1,574
-32
| -2% | -$3.08K | 0.01% | 162 |
|
|
2024
Q2 | $159K | Hold |
1,606
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $197K | Hold |
1,606
| – | – | 0.01% | 148 |
|
|
2023
Q4 | $145K | Sell |
1,606
-757
| -32% | -$68.4K | 0.01% | 162 |
|
|
2023
Q3 | $192K | Hold |
2,363
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $211K | Buy |
2,363
+73
| +3% | +$6.52K | 0.02% | 145 |
|
|
2023
Q1 | $229K | Sell |
2,290
-1,000
| -30% | -$100K | 0.02% | 134 |
|
|
2022
Q4 | $286K | Buy |
3,290
+1,000
| +44% | +$86.9K | 0.03% | 127 |
|
|
2022
Q3 | $216K | Sell |
2,290
-157
| -6% | -$14.8K | 0.02% | 135 |
|
|
2022
Q2 | $231K | Sell |
2,447
-441
| -15% | -$41.6K | 0.02% | 133 |
|
|
2022
Q1 | $396K | Sell |
2,888
-113
| -4% | -$15.5K | 0.03% | 118 |
|
|
2021
Q4 | $465K | Buy |
3,001
+61
| +2% | +$9.45K | 0.04% | 117 |
|
|
2021
Q3 | $497K | Buy |
2,940
+84
| +3% | +$14.2K | 0.04% | 105 |
|
|
2021
Q2 | $502K | Buy |
2,856
+99
| +4% | +$17.4K | 0.05% | 107 |
|
|
2021
Q1 | $509K | Buy |
2,757
+104
| +4% | +$19.2K | 0.05% | 103 |
|
|
2020
Q4 | $481K | Buy |
2,653
+270
| +11% | +$49K | 0.05% | 98 |
|
|
2020
Q3 | $296K | Buy |
2,383
+311
| +15% | +$38.6K | 0.04% | 110 |
|
|
2020
Q2 | $231K | Hold |
2,072
| – | – | 0.03% | 116 |
|
|
2020
Q1 | $200K | Buy |
2,072
+700
| +51% | +$67.6K | 0.03% | 117 |
|
|
2019
Q4 | $198K | Hold |
1,372
| – | – | 0.03% | 122 |
|
|
2019
Q3 | $179K | Sell |
1,372
-570
| -29% | -$74.4K | 0.02% | 131 |
|
|
2019
Q2 | $271K | Hold |
1,942
| – | – | 0.04% | 111 |
|
|
2019
Q1 | $216K | Hold |
1,942
| – | – | 0.03% | 117 |
|
|
2018
Q4 | $213K | Buy |
1,942
+137
| +8% | +$15K | 0.03% | 115 |
|
|
2018
Q3 | $211K | Sell |
1,805
-14
| -0.8% | -$1.64K | 0.03% | 125 |
|
|
2018
Q2 | $191K | Buy |
1,819
+19
| +1% | +$2K | 0.03% | 128 |
|
|
2018
Q1 | $181K | Hold |
1,800
| – | – | 0.03% | 129 |
|
|
2017
Q4 | $194K | Hold |
1,800
| – | – | 0.03% | 133 |
|
|
2017
Q3 | $177K | Sell |
1,800
-187
| -9% | -$18.4K | 0.03% | 133 |
|
|
2017
Q2 | $211K | Buy |
1,987
+25
| +1% | +$2.66K | 0.03% | 123 |
|
|
2017
Q1 | $222K | Sell |
1,962
-452
| -19% | -$51.1K | 0.04% | 112 |
|
|
2016
Q4 | $252K | Hold |
2,414
| – | – | 0.05% | 102 |
|
|
2016
Q3 | $224K | Buy |
2,414
+135
| +6% | +$12.5K | 0.04% | 105 |
|
|
2016
Q2 | $223K | Hold |
2,279
| – | – | 0.04% | 104 |
|
|
2016
Q1 | $226K | Sell |
2,279
-368
| -14% | -$36.5K | 0.04% | 106 |
|
|
2015
Q4 | $278K | Hold |
2,647
| – | – | 0.05% | 109 |
|
|
2015
Q3 | $271K | Buy |
2,647
+150
| +6% | +$15.4K | 0.05% | 107 |
|
|
2015
Q2 | $285K | Buy |
2,497
+705
| +39% | +$80.5K | 0.05% | 109 |
|
|
2015
Q1 | $188K | Hold |
1,792
| – | – | 0.03% | 126 |
|
|
2014
Q4 | $169K | Sell |
1,792
-173
| -9% | -$16.3K | 0.03% | 135 |
|
|
2014
Q3 | $175K | Buy |
1,965
+1,217
| +163% | +$108K | 0.03% | 133 |
|
|
2014
Q2 | $64K | Buy |
+748
| New | +$64K | 0.02% | 180 |
|