Aviance 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
Q2 | $4.59M | Sell |
36,982
-19
| -0.1% | -$2.36K | 0.6% | 38 |
|
|
2025
Q1 | $3.65M | Buy |
37,001
+2,396
| +7% | +$236K | 0.51% | 42 |
|
|
2024
Q4 | $3.85M | Buy |
34,605
+1,225
| +4% | +$136K | 0.53% | 41 |
|
|
2024
Q3 | $3.21M | Buy |
33,380
+210
| +0.6% | +$20.2K | 0.42% | 49 |
|
|
2024
Q2 | $3.29M | Buy |
33,170
+392
| +1% | +$38.9K | 0.47% | 49 |
|
|
2024
Q1 | $4.01M | Buy |
32,778
+4,684
| +17% | +$573K | 0.6% | 43 |
|
|
2023
Q4 | $2.54M | Buy |
28,094
+513
| +2% | +$46.3K | 0.54% | 40 |
|
|
2023
Q3 | $2.24M | Sell |
27,581
-804
| -3% | -$65.2K | 0.5% | 50 |
|
|
2023
Q2 | $2.53M | Buy |
28,385
+3,221
| +13% | +$288K | 0.54% | 44 |
|
|
2023
Q1 | $2.52M | Buy |
25,164
+786
| +3% | +$78.7K | 0.56% | 42 |
|
|
2022
Q4 | $2.12M | Buy |
24,378
+17
| +0.1% | +$1.48K | 0.49% | 45 |
|
|
2022
Q3 | $2.3M | Buy |
24,361
+306
| +1% | +$28.9K | 0.57% | 39 |
|
|
2022
Q2 | $2.27M | Sell |
24,055
-528
| -2% | -$49.8K | 0.51% | 48 |
|
|
2022
Q1 | $3.37M | Sell |
24,583
-9,705
| -28% | -$1.33M | 0.62% | 43 |
|
|
2021
Q4 | $5.31M | Buy |
34,288
+11,184
| +48% | +$1.73M | 0.88% | 33 |
|
|
2021
Q3 | $3.91M | Buy |
23,104
+614
| +3% | +$104K | 0.69% | 37 |
|
|
2021
Q2 | $3.95M | Sell |
22,490
-419
| -2% | -$73.6K | 0.69% | 35 |
|
|
2021
Q1 | $4.23M | Sell |
22,909
-66
| -0.3% | -$12.2K | 0.82% | 34 |
|
|
2020
Q4 | $4.16M | Buy |
22,975
+422
| +2% | +$76.5K | 0.84% | 24 |
|
|
2020
Q3 | $2.8M | Buy |
22,553
+850
| +4% | +$105K | 0.63% | 39 |
|
|
2020
Q2 | $2.42M | Buy |
21,703
+2,150
| +11% | +$240K | 0.6% | 40 |
|
|
2020
Q1 | $1.89M | Buy |
19,553
+151
| +0.8% | +$14.6K | 0.6% | 36 |
|
|
2019
Q4 | $2.81M | Buy |
19,402
+1,288
| +7% | +$186K | 0.72% | 30 |
|
|
2019
Q3 | $2.36M | Buy |
18,114
+2,874
| +19% | +$375K | 0.69% | 36 |
|
|
2019
Q2 | $2.13M | Buy |
15,240
+1,622
| +12% | +$226K | 0.59% | 38 |
|
|
2019
Q1 | $1.51M | Sell |
13,618
-977
| -7% | -$108K | 0.43% | 56 |
|
|
2018
Q4 | $1.6M | Sell |
14,595
-949
| -6% | -$104K | 0.56% | 44 |
|
|
2018
Q3 | $1.82M | Sell |
15,544
-448
| -3% | -$52.4K | 0.44% | 48 |
|
|
2018
Q2 | $1.68M | Sell |
15,992
-105
| -0.7% | -$11K | 0.48% | 55 |
|
|
2018
Q1 | $1.62M | Buy |
16,097
+970
| +6% | +$97.4K | 0.49% | 53 |
|
|
2017
Q4 | $1.63M | Sell |
15,127
-5,206
| -26% | -$560K | 0.54% | 54 |
|
|
2017
Q3 | $2M | Sell |
20,333
-4,240
| -17% | -$418K | 0.68% | 32 |
|
|
2017
Q2 | $2.61M | Sell |
24,573
-1,005
| -4% | -$107K | 0.84% | 24 |
|
|
2017
Q1 | $2.9M | Sell |
25,578
-2,608
| -9% | -$296K | 1.06% | 18 |
|
|
2016
Q4 | $2.94M | Sell |
28,186
-2,465
| -8% | -$257K | 1.04% | 21 |
|
|
2016
Q3 | $2.85M | Sell |
30,651
-1,167
| -4% | -$108K | 1.01% | 21 |
|
|
2016
Q2 | $3.11M | Sell |
31,818
-815
| -2% | -$79.7K | 1.15% | 15 |
|
|
2016
Q1 | $3.24M | Sell |
32,633
-24,796
| -43% | -$2.46M | 1.13% | 13 |
|
|
2015
Q4 | $6.04M | Buy |
57,429
+38,752
| +207% | +$4.07M | 2.07% | 3 |
|
|
2015
Q3 | $2.12M | Buy |
18,677
+14,810
| +383% | +$1.68M | 0.87% | 24 |
|
|
2015
Q2 | $441K | Hold |
3,867
| – | – | 0.16% | 144 |
|
|
2015
Q1 | $406K | Hold |
3,867
| – | – | 0.15% | 161 |
|
|
2014
Q4 | $365K | Hold |
3,867
| – | – | 0.14% | 172 |
|
|
2014
Q3 | $344K | Sell |
3,867
-250
| -6% | -$22.2K | 0.13% | 187 |
|
|
2014
Q2 | $353K | Sell |
4,117
-109
| -3% | -$9.35K | 0.14% | 178 |
|
|
2014
Q1 | $338K | Sell |
4,226
-925
| -18% | -$74.1K | 0.14% | 170 |
|
|
2013
Q4 | $393K | Buy |
5,151
+87
| +2% | +$6.64K | 0.17% | 152 |
|
|
2013
Q3 | $327K | Hold |
5,064
| – | – | 0.15% | 161 |
|
|
2013
Q2 | $320K | Buy |
+5,064
| New | +$320K | 0.17% | 144 |
|