Blue Trust Inc’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 | $1.66M | Buy |
13,348
+2,364
| +22% | +$293K | 0.02% | 194 |
|
|
2025
Q1 | $1.08M | Sell |
10,984
-2,731
| -20% | -$270K | 0.01% | 234 |
|
|
2024
Q4 | $1.53M | Sell |
13,715
-5,289
| -28% | -$589K | 0.02% | 188 |
|
|
2024
Q3 | $1.89M | Buy |
19,004
+6,573
| +53% | +$653K | 0.02% | 154 |
|
|
2024
Q2 | $1.52M | Buy |
12,431
+471
| +4% | +$57.6K | 0.02% | 164 |
|
|
2024
Q1 | $1.46M | Buy |
11,960
+1,304
| +12% | +$160K | 0.02% | 142 |
|
|
2023
Q4 | $864K | Sell |
10,656
-1,535
| -13% | -$124K | 0.01% | 175 |
|
|
2023
Q3 | $1.09M | Sell |
12,191
-2,122
| -15% | -$190K | 0.02% | 162 |
|
|
2023
Q2 | $1.43M | Buy |
14,313
+661
| +5% | +$66.2K | 0.02% | 135 |
|
|
2023
Q1 | $1.19M | Sell |
13,652
-792
| -5% | -$68.9K | 0.02% | 174 |
|
|
2022
Q4 | $1.36M | Buy |
14,444
+981
| +7% | +$92.5K | 0.02% | 153 |
|
|
2022
Q3 | $1.27M | Buy |
13,463
+35
| +0.3% | +$3.3K | 0.02% | 132 |
|
|
2022
Q2 | $1.84M | Buy |
+13,428
| New | +$1.84M | 0.03% | 98 |
|