Biltmore Family Office’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 | $1.15M | Sell |
9,212
-50
| -0.5% | -$6.23K | 0.19% | 79 |
|
|
2025
Q1 | $914K | Sell |
9,262
-100
| -1% | -$9.87K | 0.16% | 92 |
|
|
2024
Q4 | $1.05M | Sell |
9,362
-295
| -3% | -$33K | 0.18% | 82 |
|
|
2024
Q3 | $929K | Buy |
9,657
+471
| +5% | +$45.3K | 0.16% | 89 |
|
|
2024
Q2 | $912K | Buy |
9,186
+102
| +1% | +$10.1K | 0.17% | 84 |
|
|
2024
Q1 | $1.11M | Buy |
9,084
+391
| +4% | +$47.8K | 0.22% | 76 |
|
|
2023
Q4 | $788K | Sell |
8,693
-100
| -1% | -$9.06K | 0.16% | 87 |
|
|
2023
Q3 | $713K | Buy |
8,793
+100
| +1% | +$8.11K | 0.16% | 88 |
|
|
2023
Q2 | $776K | Buy |
8,693
+165
| +2% | +$14.7K | 0.16% | 82 |
|
|
2023
Q1 | $854K | Sell |
8,528
-55
| -0.6% | -$5.51K | 0.18% | 81 |
|
|
2022
Q4 | $746K | Buy |
8,583
+666
| +8% | +$57.9K | 0.15% | 86 |
|
|
2022
Q3 | $747K | Hold |
7,917
| – | – | 0.17% | 76 |
|
|
2022
Q2 | $747K | Sell |
7,917
-186
| -2% | -$17.6K | 0.19% | 83 |
|
|
2022
Q1 | $1.11M | Sell |
8,103
-3,746
| -32% | -$514K | 0.24% | 67 |
|
|
2021
Q4 | $1.84M | Buy |
11,849
+83
| +0.7% | +$12.9K | 0.35% | 51 |
|
|
2021
Q3 | $1.99M | Buy |
11,766
+3,848
| +49% | +$651K | 0.48% | 36 |
|
|
2021
Q2 | $1.39M | Hold |
7,918
| – | – | 0.4% | 40 |
|
|
2021
Q1 | $1.46M | Hold |
7,918
| – | – | 0.46% | 35 |
|
|
2020
Q4 | $1.44M | Sell |
7,918
-2,644
| -25% | -$479K | 0.43% | 35 |
|
|
2020
Q3 | $1.31M | Sell |
10,562
-4,000
| -27% | -$496K | 0.73% | 30 |
|
|
2020
Q2 | $1.62M | Sell |
14,562
-5,187
| -26% | -$578K | 0.98% | 23 |
|
|
2020
Q1 | $1.91M | Buy |
19,749
+232
| +1% | +$22.4K | 1.25% | 23 |
|
|
2019
Q4 | $2.84M | Buy |
19,517
+1,094
| +6% | +$159K | 1.14% | 30 |
|
|
2019
Q3 | $2.4M | Buy |
18,423
+2,000
| +12% | +$261K | 1.04% | 34 |
|
|
2019
Q2 | $2.29M | Sell |
16,423
-80
| -0.5% | -$11.2K | 1.24% | 27 |
|
|
2019
Q1 | $1.83M | Buy |
16,503
+770
| +5% | +$85.5K | 0.93% | 37 |
|
|
2018
Q4 | $1.74M | Buy |
15,733
+358
| +2% | +$39.6K | 0.98% | 36 |
|
|
2018
Q3 | $1.8M | Buy |
15,375
+73
| +0.5% | +$8.54K | 0.86% | 36 |
|
|
2018
Q2 | $1.6M | Sell |
15,302
-2,492
| -14% | -$261K | 0.8% | 38 |
|
|
2018
Q1 | $1.79M | Buy |
17,794
+1,979
| +13% | +$199K | 0.79% | 41 |
|
|
2017
Q4 | $1.71M | Buy |
+15,815
| New | +$1.71M | 0.77% | 43 |
|