Aufman Associates’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 | $500K | Buy |
4,035
+477
| +13% | +$59.1K | 0.31% | 30 |
|
|
2025
Q1 | $351K | Buy |
3,558
+1
| +0% | +$99 | 0.24% | 35 |
|
|
2024
Q4 | $396K | Hold |
3,557
| – | – | 0.27% | 34 |
|
|
2024
Q3 | $342K | Hold |
3,557
| – | – | 0.22% | 39 |
|
|
2024
Q2 | $353K | Sell |
3,557
-21
| -0.6% | -$2.09K | 0.25% | 28 |
|
|
2024
Q1 | $438K | Hold |
3,578
| – | – | 0.31% | 26 |
|
|
2023
Q4 | $323K | Buy |
3,578
+10
| +0.3% | +$903 | 0.24% | 30 |
|
|
2023
Q3 | $289K | Hold |
3,568
| – | – | 0.24% | 30 |
|
|
2023
Q2 | $319K | Sell |
3,568
-541
| -13% | -$48.3K | 0.26% | 30 |
|
|
2023
Q1 | $411K | Buy |
4,109
+23
| +0.6% | +$2.3K | 0.35% | 26 |
|
|
2022
Q4 | $355K | Hold |
4,086
| – | – | 0.33% | 26 |
|
|
2022
Q3 | $385K | Hold |
4,086
| – | – | 0.41% | 23 |
|
|
2022
Q2 | $386K | Sell |
4,086
-203
| -5% | -$19.2K | 0.37% | 23 |
|
|
2022
Q1 | $588K | Buy |
4,289
+15
| +0.4% | +$2.06K | 0.46% | 20 |
|
|
2021
Q4 | $662K | Sell |
4,274
-8
| -0.2% | -$1.24K | 0.49% | 18 |
|
|
2021
Q3 | $724K | Sell |
4,282
-151
| -3% | -$25.5K | 0.6% | 16 |
|
|
2021
Q2 | $779K | Sell |
4,433
-367
| -8% | -$64.5K | 0.6% | 18 |
|
|
2021
Q1 | $886K | Buy |
4,800
+6
| +0.1% | +$1.11K | 0.74% | 15 |
|
|
2020
Q4 | $868K | Sell |
4,794
-154
| -3% | -$27.9K | 0.78% | 15 |
|
|
2020
Q3 | $614K | Sell |
4,948
-575
| -10% | -$71.4K | 0.66% | 16 |
|
|
2020
Q2 | $616K | Buy |
5,523
+100
| +2% | +$11.2K | 0.7% | 16 |
|
|
2020
Q1 | $524K | Sell |
5,423
-21
| -0.4% | -$2.03K | 0.72% | 16 |
|
|
2019
Q4 | $787K | Buy |
+5,444
| New | +$787K | 0.81% | 13 |
|