Bender Robert & Associates’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 | $3.91M | Sell |
31,491
-895
| -3% | -$111K | 0.87% | 22 |
|
|
2025
Q1 | $3.2M | Sell |
32,386
-8
| -0% | -$790 | 0.81% | 23 |
|
|
2024
Q4 | $3.61M | Buy |
32,394
+198
| +0.6% | +$22K | 0.87% | 21 |
|
|
2024
Q3 | $3.1M | Buy |
+32,196
| New | +$3.1M | 0.66% | 23 |
|
|
2024
Q2 | – | Sell |
-33,338
| Closed | -$4.08M | – | 14 |
|
|
2024
Q1 | $4.08M | Sell |
33,338
-40
| -0.1% | -$4.89K | 0.96% | 21 |
|
|
2023
Q4 | $3.01M | Sell |
33,378
-1,388
| -4% | -$125K | 0.76% | 22 |
|
|
2023
Q3 | $2.82M | Buy |
34,766
+1,113
| +3% | +$90.2K | 0.82% | 22 |
|
|
2023
Q2 | $3M | Sell |
33,653
-415
| -1% | -$37.1K | 0.83% | 21 |
|
|
2023
Q1 | $3.41M | Buy |
34,068
+425
| +1% | +$42.6K | 1.06% | 21 |
|
|
2022
Q4 | $2.92M | Sell |
33,643
-2,879
| -8% | -$250K | 1.09% | 25 |
|
|
2022
Q3 | $3.45M | Buy |
36,522
+1,735
| +5% | +$164K | 1.33% | 21 |
|
|
2022
Q2 | $3.28M | Sell |
34,787
-550
| -2% | -$51.9K | 1.26% | 22 |
|
|
2022
Q1 | $4.85M | Buy |
35,337
+5,711
| +19% | +$783K | 1.38% | 19 |
|
|
2021
Q4 | $5.01M | Hold |
29,626
| – | – | 1.45% | 18 |
|
|
2021
Q3 | $5.01M | Buy |
29,626
+489
| +2% | +$82.7K | 1.43% | 18 |
|
|
2021
Q2 | $5.12M | Buy |
29,137
+929
| +3% | +$163K | 1.46% | 19 |
|
|
2021
Q1 | $5.21M | Sell |
28,208
-424
| -1% | -$78.2K | 1.67% | 19 |
|
|
2020
Q4 | $5.19M | Sell |
28,632
-265
| -0.9% | -$48K | 1.65% | 18 |
|
|
2020
Q3 | $3.59M | Sell |
28,897
-103
| -0.4% | -$12.8K | 1.28% | 19 |
|
|
2020
Q2 | $3.23M | Sell |
29,000
-3,515
| -11% | -$392K | 1.28% | 21 |
|
|
2020
Q1 | $3.14M | Buy |
32,515
+320
| +1% | +$30.9K | 1.67% | 20 |
|
|
2019
Q4 | $4.66M | Sell |
32,195
-45
| -0.1% | -$6.51K | 2.1% | 15 |
|
|
2019
Q3 | $4.2M | Buy |
32,240
+50
| +0.2% | +$6.52K | 2.1% | 17 |
|
|
2019
Q2 | $4.66M | Buy |
32,190
+30,037
| +1,395% | +$4.34M | 2.21% | 17 |
|
|
2019
Q1 | $239K | Buy |
+2,153
| New | +$239K | 0.12% | 46 |
|