Bell Bank’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 | $219K | Buy |
+1,765
| New | +$219K | 0.01% | 194 |
|
|
2022
Q3 | – | Sell |
-2,598
| Closed | -$245K | – | 187 |
|
|
2022
Q2 | $245K | Buy |
2,598
+846
| +48% | +$79.8K | 0.03% | 177 |
|
|
2022
Q1 | $240K | Hold |
1,752
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $271K | Hold |
1,752
| – | – | 0.03% | 155 |
|
|
2021
Q3 | $296K | Sell |
1,752
-10
| -0.6% | -$1.69K | 0.04% | 149 |
|
|
2021
Q2 | $310K | Buy |
1,762
+10
| +0.6% | +$1.76K | 0.04% | 149 |
|
|
2021
Q1 | $323K | Sell |
1,752
-74
| -4% | -$13.6K | 0.05% | 139 |
|
|
2020
Q4 | $331K | Buy |
+1,826
| New | +$331K | 0.05% | 132 |
|
|
2020
Q1 | – | Sell |
-1,438
| Closed | -$208K | – | 153 |
|
|
2019
Q4 | $208K | Buy |
+1,438
| New | +$208K | 0.04% | 154 |
|
|
2016
Q2 | – | Sell |
-17,430
| Closed | -$1.73M | – | 127 |
|
|
2016
Q1 | $1.73M | Buy |
17,430
+4,045
| +30% | +$402K | 1.13% | 41 |
|
|
2015
Q4 | $1.41M | Buy |
+13,385
| New | +$1.41M | 1.01% | 43 |
|