Auxano Advisors’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 | $2.8M | Sell |
22,548
-1,073
| -5% | -$133K | 0.65% | 25 |
|
|
2025
Q1 | $2.33M | Buy |
23,621
+880
| +4% | +$86.9K | 0.62% | 26 |
|
|
2024
Q4 | $2.53M | Buy |
22,741
+1,891
| +9% | +$211K | 0.64% | 25 |
|
|
2024
Q3 | $2.01M | Buy |
20,850
+2,867
| +16% | +$276K | 0.52% | 32 |
|
|
2024
Q2 | $1.79M | Sell |
17,983
-246
| -1% | -$24.4K | 0.49% | 33 |
|
|
2024
Q1 | $2.23M | Buy |
18,229
+811
| +5% | +$99.2K | 0.65% | 29 |
|
|
2023
Q4 | $1.57M | Buy |
17,418
+213
| +1% | +$19.2K | 0.53% | 32 |
|
|
2023
Q3 | $1.39M | Buy |
17,205
+3,396
| +25% | +$275K | 0.57% | 32 |
|
|
2023
Q2 | $1.38M | Hold |
13,809
| – | – | 0.55% | 32 |
|
|
2023
Q1 | $1.38M | Buy |
13,809
+669
| +5% | +$67K | 0.55% | 32 |
|
|
2022
Q4 | $1.14M | Sell |
13,140
-43
| -0.3% | -$3.74K | 0.52% | 36 |
|
|
2022
Q3 | $1.24M | Buy |
13,183
+3,370
| +34% | +$318K | 0.57% | 31 |
|
|
2022
Q2 | $926K | Buy |
9,813
+3,965
| +68% | +$374K | 0.46% | 31 |
|
|
2022
Q1 | $802K | Buy |
5,848
+314
| +6% | +$43.1K | 0.34% | 33 |
|
|
2021
Q4 | $857K | Buy |
5,534
+253
| +5% | +$39.2K | 0.38% | 32 |
|
|
2021
Q3 | $893K | Buy |
5,281
+300
| +6% | +$50.7K | 0.4% | 29 |
|
|
2021
Q2 | $876K | Buy |
4,981
+419
| +9% | +$73.7K | 0.4% | 31 |
|
|
2021
Q1 | $842K | Sell |
4,562
-9
| -0.2% | -$1.66K | 0.52% | 29 |
|
|
2020
Q4 | $828K | Buy |
4,571
+743
| +19% | +$135K | 0.55% | 28 |
|
|
2020
Q3 | $475K | Buy |
3,828
+1,498
| +64% | +$186K | 0.37% | 28 |
|
|
2020
Q2 | $260K | Buy |
+2,330
| New | +$260K | 0.22% | 37 |
|