Blue Zone Wealth 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 | $5.69M | Buy |
45,872
+702
| +2% | +$87.1K | 1.42% | 33 |
|
|
2025
Q1 | $4.46M | Buy |
45,170
+3,021
| +7% | +$298K | 1.24% | 40 |
|
|
2024
Q4 | $4.69M | Buy |
42,149
+1,101
| +3% | +$123K | 1.35% | 29 |
|
|
2024
Q3 | $3.95M | Buy |
41,048
+510
| +1% | +$49.1K | 1.23% | 40 |
|
|
2024
Q2 | $4.03M | Sell |
40,538
-833
| -2% | -$82.7K | 1.39% | 32 |
|
|
2024
Q1 | $5.06M | Buy |
41,371
+376
| +0.9% | +$46K | 1.74% | 24 |
|
|
2023
Q4 | $3.7M | Buy |
40,995
+1,048
| +3% | +$94.6K | 1.48% | 34 |
|
|
2023
Q3 | $3.24M | Buy |
39,947
+8,040
| +25% | +$652K | 1.42% | 34 |
|
|
2023
Q2 | $2.85M | Buy |
31,907
+462
| +1% | +$41.2K | 1.31% | 36 |
|
|
2023
Q1 | $3.15M | Buy |
31,445
+108
| +0.3% | +$10.8K | 1.68% | 23 |
|
|
2022
Q4 | $2.72M | Buy |
31,337
+803
| +3% | +$69.8K | 1.45% | 29 |
|
|
2022
Q3 | $2.88M | Sell |
30,534
-984
| -3% | -$92.8K | 1.49% | 23 |
|
|
2022
Q2 | $2.98M | Sell |
31,518
-589
| -2% | -$55.6K | 1.35% | 30 |
|
|
2022
Q1 | $4.4M | Buy |
32,107
+2,562
| +9% | +$351K | 1.64% | 20 |
|
|
2021
Q4 | $4.58M | Buy |
29,545
+1,521
| +5% | +$236K | 1.51% | 18 |
|
|
2021
Q3 | $4.74M | Buy |
28,024
+3,539
| +14% | +$599K | 1.64% | 15 |
|
|
2021
Q2 | $4.3M | Buy |
24,485
+831
| +4% | +$146K | 1.62% | 17 |
|
|
2021
Q1 | $4.37M | Buy |
23,654
+8,253
| +54% | +$1.52M | 1.86% | 13 |
|
|
2020
Q4 | $2.79M | Buy |
15,401
+429
| +3% | +$77.7K | 1.35% | 25 |
|
|
2020
Q3 | $1.86M | Sell |
14,972
-2,496
| -14% | -$310K | 1.05% | 26 |
|
|
2020
Q2 | $1.95M | Buy |
17,468
+15,201
| +671% | +$1.7M | 1.09% | 23 |
|
|
2020
Q1 | $219K | Buy |
2,267
+122
| +6% | +$11.8K | 0.21% | 43 |
|
|
2019
Q4 | $310K | Buy |
+2,145
| New | +$310K | 0.2% | 39 |
|