Brio Consultants’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 | $321K | Buy |
2,586
+108
| +4% | +$13.4K | 0.05% | 105 |
|
|
2025
Q1 | $245K | Buy |
2,478
+53
| +2% | +$5.23K | 0.04% | 103 |
|
|
2024
Q4 | $270K | Buy |
+2,425
| New | +$270K | 0.04% | 97 |
|
|
2024
Q2 | – | Sell |
-1,640
| Closed | -$201K | – | 98 |
|
|
2024
Q1 | $201K | Buy |
+1,640
| New | +$201K | 0.03% | 94 |
|
|
2021
Q4 | – | Sell |
-1,983
| Closed | -$335K | – | 72 |
|
|
2021
Q3 | $335K | Sell |
1,983
-35
| -2% | -$5.91K | 0.08% | 64 |
|
|
2021
Q2 | $355K | Buy |
2,018
+52
| +3% | +$9.15K | 0.09% | 60 |
|
|
2021
Q1 | $363K | Hold |
1,966
| – | – | 0.11% | 58 |
|
|
2020
Q4 | $356K | Sell |
1,966
-193
| -9% | -$34.9K | 0.11% | 51 |
|
|
2020
Q3 | $268K | Buy |
+2,159
| New | +$268K | 0.08% | 61 |
|
|
2020
Q1 | – | Sell |
-1,659
| Closed | -$240K | – | 70 |
|
|
2019
Q4 | $240K | Hold |
1,659
| – | – | 0.08% | 68 |
|
|
2019
Q3 | $216K | Buy |
1,659
+50
| +3% | +$6.51K | 0.08% | 71 |
|
|
2019
Q2 | $225K | Buy |
+1,609
| New | +$225K | 0.09% | 67 |
|