Barnes Pettey Financial 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 | $395K | Hold |
3,189
| – | – | 0.26% | 68 |
|
|
2025
Q1 | $315K | Sell |
3,189
-25
| -0.8% | -$2.47K | 0.24% | 72 |
|
|
2024
Q4 | $358K | Hold |
3,214
| – | – | 0.27% | 62 |
|
|
2024
Q3 | $309K | Sell |
3,214
-990
| -24% | -$95.2K | 0.25% | 71 |
|
|
2024
Q2 | $417K | Hold |
4,204
| – | – | 0.36% | 54 |
|
|
2024
Q1 | $514K | Sell |
4,204
-379
| -8% | -$46.4K | 0.44% | 46 |
|
|
2023
Q4 | $414K | Sell |
4,583
-60
| -1% | -$5.42K | 0.34% | 59 |
|
|
2023
Q3 | $376K | Buy |
4,643
+269
| +6% | +$21.8K | 0.35% | 61 |
|
|
2023
Q2 | $390K | Hold |
4,374
| – | – | 0.34% | 60 |
|
|
2023
Q1 | $438K | Sell |
4,374
-300
| -6% | -$30K | 0.42% | 56 |
|
|
2022
Q4 | $406K | Sell |
4,674
-183
| -4% | -$15.9K | 0.42% | 55 |
|
|
2022
Q3 | $458K | Sell |
4,857
-100
| -2% | -$9.43K | 0.63% | 44 |
|
|
2022
Q2 | $468K | Buy |
4,957
+470
| +10% | +$44.4K | 0.6% | 44 |
|
|
2022
Q1 | $615K | Hold |
4,487
| – | – | 0.74% | 36 |
|
|
2021
Q4 | $695K | Buy |
+4,487
| New | +$695K | 0.8% | 32 |
|