Brookmont Capital Management’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 | $287K | Buy |
2,315
+101
| +5% | +$12.5K | 0.16% | 49 |
|
|
2025
Q1 | $219K | Buy |
2,214
+30
| +1% | +$2.96K | 0.12% | 50 |
|
|
2024
Q4 | $243K | Sell |
2,184
-316
| -13% | -$35.2K | 0.13% | 51 |
|
|
2024
Q3 | $240K | Buy |
2,500
+6
| +0.2% | +$577 | 0.12% | 49 |
|
|
2024
Q2 | $248K | Hold |
2,494
| – | – | 0.14% | 48 |
|
|
2024
Q1 | $305K | Buy |
+2,494
| New | +$305K | 0.16% | 45 |
|
|
2023
Q2 | – | Sell |
-2,184
| Closed | -$219K | – | 50 |
|
|
2023
Q1 | $219K | Buy |
+2,184
| New | +$219K | 0.14% | 47 |
|
|
2022
Q2 | – | Sell |
-3,379
| Closed | -$463K | – | 49 |
|
|
2022
Q1 | $463K | Sell |
3,379
-2
| -0.1% | -$274 | 0.28% | 42 |
|
|
2021
Q4 | $524K | Buy |
3,381
+110
| +3% | +$17K | 0.28% | 43 |
|
|
2021
Q3 | $553K | Sell |
3,271
-14
| -0.4% | -$2.37K | 0.33% | 44 |
|
|
2021
Q2 | $577K | Sell |
3,285
-66
| -2% | -$11.6K | 0.35% | 43 |
|
|
2021
Q1 | $618K | Sell |
3,351
-75
| -2% | -$13.8K | 0.4% | 43 |
|
|
2020
Q4 | $621K | Sell |
3,426
-175
| -5% | -$31.7K | 0.44% | 44 |
|
|
2020
Q3 | $447K | Hold |
3,601
| – | – | 0.33% | 45 |
|
|
2020
Q2 | $402K | Sell |
3,601
-3,709
| -51% | -$414K | 0.32% | 44 |
|
|
2020
Q1 | $706K | Sell |
7,310
-1,053
| -13% | -$102K | 0.57% | 36 |
|
|
2019
Q4 | $1.21M | Sell |
8,363
-2,496
| -23% | -$361K | 0.72% | 36 |
|
|
2019
Q3 | $1.42M | Sell |
10,859
-431
| -4% | -$56.2K | 0.81% | 35 |
|
|
2019
Q2 | $1.58M | Hold |
11,290
| – | – | 0.95% | 32 |
|
|
2019
Q1 | $1.25M | Sell |
11,290
-5
| -0% | -$555 | 0.77% | 37 |
|
|
2018
Q4 | $1.24M | Buy |
11,295
+91
| +0.8% | +$9.97K | 0.84% | 35 |
|
|
2018
Q3 | $1.31M | Buy |
11,204
+30
| +0.3% | +$3.51K | 0.78% | 36 |
|
|
2018
Q2 | $1.17M | Buy |
11,174
+1,401
| +14% | +$147K | 0.74% | 37 |
|
|
2018
Q1 | $982K | Buy |
9,773
+6,471
| +196% | +$650K | 0.65% | 37 |
|
|
2017
Q4 | $355K | Buy |
3,302
+323
| +11% | +$34.7K | 0.15% | 57 |
|
|
2017
Q3 | $294K | Buy |
2,979
+953
| +47% | +$94.1K | 0.16% | 57 |
|
|
2017
Q2 | $215K | Buy |
+2,026
| New | +$215K | 0.08% | 56 |
|