Avestar Capital’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 | $2.29M | Buy |
18,503
+1,526
| +9% | +$189K | 0.16% | 96 |
|
|
2025
Q1 | $1.68M | Buy |
16,977
+1,624
| +11% | +$160K | 0.15% | 107 |
|
|
2024
Q4 | $1.71M | Buy |
15,353
+1,464
| +11% | +$163K | 0.15% | 100 |
|
|
2024
Q3 | $1.34M | Buy |
13,889
+653
| +5% | +$62.8K | 0.14% | 110 |
|
|
2024
Q2 | $1.31M | Buy |
13,236
+1,331
| +11% | +$132K | 0.14% | 110 |
|
|
2024
Q1 | $1.46M | Buy |
11,905
+3,353
| +39% | +$410K | 0.15% | 99 |
|
|
2023
Q4 | $775K | Buy |
8,552
+3,529
| +70% | +$320K | 0.09% | 130 |
|
|
2023
Q3 | $407K | Sell |
5,023
-319
| -6% | -$25.9K | 0.06% | 174 |
|
|
2023
Q2 | $477K | Buy |
5,342
+413
| +8% | +$36.9K | 0.08% | 141 |
|
|
2023
Q1 | $494K | Sell |
4,929
-327
| -6% | -$32.7K | 0.09% | 133 |
|
|
2022
Q4 | $457K | Sell |
5,256
-1,561
| -23% | -$136K | 0.08% | 138 |
|
|
2022
Q3 | $643K | Buy |
6,817
+763
| +13% | +$72K | 0.16% | 82 |
|
|
2022
Q2 | $571K | Sell |
6,054
-31
| -0.5% | -$2.92K | 0.14% | 94 |
|
|
2022
Q1 | $835K | Buy |
6,085
+1,066
| +21% | +$146K | 0.13% | 120 |
|
|
2021
Q4 | $777K | Sell |
5,019
-1,451
| -22% | -$225K | 0.1% | 134 |
|
|
2021
Q3 | $1.1M | Sell |
6,470
-77
| -1% | -$13K | 0.14% | 115 |
|
|
2021
Q2 | $1.15M | Buy |
6,547
+3,853
| +143% | +$677K | 0.15% | 116 |
|
|
2021
Q1 | $494K | Buy |
2,694
+25
| +0.9% | +$4.58K | 0.11% | 187 |
|
|
2020
Q4 | $484K | Buy |
2,669
+565
| +27% | +$102K | 0.13% | 134 |
|
|
2020
Q3 | $261K | Sell |
2,104
-228
| -10% | -$28.3K | 0.09% | 178 |
|
|
2020
Q2 | $260K | Buy |
2,332
+250
| +12% | +$27.9K | 0.11% | 149 |
|
|
2020
Q1 | $201K | Buy |
2,082
+47
| +2% | +$4.54K | 0.11% | 151 |
|
|
2019
Q4 | $294K | Sell |
2,035
-331
| -14% | -$47.8K | 0.17% | 119 |
|
|
2019
Q3 | $308K | Buy |
2,366
+378
| +19% | +$49.2K | 0.19% | 99 |
|
|
2019
Q2 | $253K | Sell |
1,988
-179
| -8% | -$22.8K | 0.16% | 90 |
|
|
2019
Q1 | $215K | Buy |
2,167
+80
| +4% | +$7.94K | 0.14% | 97 |
|
|
2018
Q4 | $203K | Sell |
2,087
-109
| -5% | -$10.6K | 0.14% | 98 |
|
|
2018
Q3 | $231K | Buy |
2,196
+105
| +5% | +$11K | 0.13% | 100 |
|
|
2018
Q2 | $197K | Buy |
2,091
+686
| +49% | +$64.6K | 0.12% | 105 |
|
|
2018
Q1 | $124K | Buy |
1,405
+204
| +17% | +$18K | 0.08% | 143 |
|
|
2017
Q4 | $108K | Buy |
+1,201
| New | +$108K | 0.08% | 144 |
|