Aveo Capital Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,601
| Closed | -$512K | – | 211 |
|
|
2024
Q4 | $512K | Sell |
4,601
-3
| -0.1% | -$334 | 0.06% | 202 |
|
|
2024
Q3 | $443K | Sell |
4,604
-173
| -4% | -$16.6K | 0.05% | 217 |
|
|
2024
Q2 | $474K | Sell |
4,777
-1,193
| -20% | -$118K | 0.05% | 195 |
|
|
2024
Q1 | $679K | Buy |
5,970
+931
| +18% | +$106K | 0.07% | 178 |
|
|
2023
Q4 | $455K | Sell |
5,039
-6,929
| -58% | -$626K | 0.05% | 217 |
|
|
2023
Q3 | $970K | Buy |
11,968
+8,016
| +203% | +$650K | 0.13% | 127 |
|
|
2023
Q2 | $353K | Buy |
3,952
+116
| +3% | +$10.4K | 0.04% | 256 |
|
|
2023
Q1 | $384K | Buy |
3,836
+296
| +8% | +$29.6K | 0.05% | 228 |
|
|
2022
Q4 | $308K | Buy |
3,540
+521
| +17% | +$45.3K | 0.05% | 259 |
|
|
2022
Q3 | $285K | Buy |
3,019
+236
| +8% | +$22.3K | 0.05% | 221 |
|
|
2022
Q2 | $263K | Sell |
2,783
-76
| -3% | -$7.18K | 0.04% | 234 |
|
|
2022
Q1 | $392K | Buy |
2,859
+98
| +4% | +$13.4K | 0.07% | 202 |
|
|
2021
Q4 | $428K | Buy |
2,761
+774
| +39% | +$120K | 0.08% | 191 |
|
|
2021
Q3 | $336K | Buy |
1,987
+284
| +17% | +$48K | 0.07% | 198 |
|
|
2021
Q2 | $299K | Buy |
1,703
+113
| +7% | +$19.8K | 0.07% | 214 |
|
|
2021
Q1 | $293K | Buy |
+1,590
| New | +$293K | 0.07% | 197 |
|
|
2017
Q1 | – | Sell |
-2,350
| Closed | -$245K | – | 154 |
|
|
2016
Q4 | $245K | Buy |
+2,350
| New | +$245K | 0.07% | 179 |
|