Broadleaf Partners’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 | $417K | Hold |
3,363
| – | – | 0.09% | 61 |
|
|
2025
Q1 | $332K | Sell |
3,363
-23
| -0.7% | -$2.27K | 0.09% | 65 |
|
|
2024
Q4 | $377K | Hold |
3,386
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $326K | Hold |
3,386
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $336K | Hold |
3,386
| – | – | 0.08% | 59 |
|
|
2024
Q1 | $414K | Sell |
3,386
-13
| -0.4% | -$1.59K | 0.11% | 59 |
|
|
2023
Q4 | $307K | Sell |
3,399
-66
| -2% | -$5.96K | 0.09% | 67 |
|
|
2023
Q3 | $281K | Sell |
3,465
-55
| -2% | -$4.46K | 0.09% | 61 |
|
|
2023
Q2 | $314K | Hold |
3,520
| – | – | 0.1% | 61 |
|
|
2023
Q1 | $352K | Hold |
3,520
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $306K | Sell |
3,520
-405
| -10% | -$35.2K | 0.12% | 58 |
|
|
2022
Q3 | $370K | Hold |
3,925
| – | – | 0.15% | 54 |
|
|
2022
Q2 | $371K | Hold |
3,925
| – | – | 0.16% | 51 |
|
|
2022
Q1 | $538K | Sell |
3,925
-75
| -2% | -$10.3K | 0.18% | 48 |
|
|
2021
Q4 | $620K | Sell |
4,000
-38,184
| -91% | -$5.92M | 0.19% | 49 |
|
|
2021
Q3 | $7.14M | Buy |
42,184
+1,972
| +5% | +$334K | 2.36% | 15 |
|
|
2021
Q2 | $7.07M | Sell |
40,212
-1,130
| -3% | -$199K | 2.46% | 14 |
|
|
2021
Q1 | $7.63M | Buy |
41,342
+1,478
| +4% | +$273K | 2.87% | 8 |
|
|
2020
Q4 | $7.22M | Sell |
39,864
-120
| -0.3% | -$21.7K | 2.85% | 11 |
|
|
2020
Q3 | $4.96M | Buy |
39,984
+10,809
| +37% | +$1.34M | 2.19% | 19 |
|
|
2020
Q2 | $3.25M | Sell |
29,175
-15,351
| -34% | -$1.71M | 1.59% | 23 |
|
|
2020
Q1 | $4.3M | Buy |
44,526
+41,020
| +1,170% | +$3.96M | 2.77% | 12 |
|
|
2019
Q4 | $507K | Buy |
+3,506
| New | +$507K | 0.28% | 42 |
|