Buttonwood Financial 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 | $3.05M | Sell |
24,617
-123
| -0.5% | -$15.3K | 1.23% | 22 |
|
|
2025
Q1 | $2.44M | Sell |
24,740
-599
| -2% | -$59.1K | 1.07% | 27 |
|
|
2024
Q4 | $2.82M | Sell |
25,339
-310
| -1% | -$34.5K | 1.24% | 24 |
|
|
2024
Q3 | $2.47M | Sell |
25,649
-159
| -0.6% | -$15.3K | 1.08% | 29 |
|
|
2024
Q2 | $2.56M | Sell |
25,808
-588
| -2% | -$58.4K | 1.21% | 25 |
|
|
2024
Q1 | $3.23M | Buy |
26,396
+2,394
| +10% | +$293K | 1.52% | 20 |
|
|
2023
Q4 | $2.17M | Buy |
24,002
+27
| +0.1% | +$2.44K | 1.18% | 27 |
|
|
2023
Q3 | $1.94M | Buy |
23,975
+1,762
| +8% | +$143K | 1.23% | 24 |
|
|
2023
Q2 | $1.98M | Buy |
22,213
+1,350
| +6% | +$121K | 1.24% | 23 |
|
|
2023
Q1 | $2.09M | Buy |
20,863
+115
| +0.6% | +$11.5K | 1.62% | 18 |
|
|
2022
Q4 | $1.8M | Buy |
20,748
+671
| +3% | +$58.3K | 1.52% | 19 |
|
|
2022
Q3 | $1.94M | Buy |
20,077
+509
| +3% | +$49.2K | 1.75% | 15 |
|
|
2022
Q2 | $1.85M | Buy |
19,568
+1,775
| +10% | +$168K | 1.67% | 17 |
|
|
2022
Q1 | $2.44M | Buy |
17,793
+676
| +4% | +$92.7K | 2.2% | 9 |
|
|
2021
Q4 | $2.65M | Buy |
+17,117
| New | +$2.65M | 2.59% | 10 |
|