Caldwell Sutter Capital’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 | $932K | Buy |
7,517
+5
| +0.1% | +$620 | 0.43% | 61 |
|
|
2025
Q1 | $741K | Buy |
7,512
+2,849
| +61% | +$281K | 0.35% | 79 |
|
|
2024
Q4 | $519K | Buy |
4,663
+193
| +4% | +$21.5K | 0.24% | 109 |
|
|
2024
Q3 | $430K | Sell |
4,470
-345
| -7% | -$33.2K | 0.2% | 125 |
|
|
2024
Q2 | $478K | Buy |
4,815
+149
| +3% | +$14.8K | 0.24% | 110 |
|
|
2024
Q1 | $571K | Sell |
4,666
-303
| -6% | -$37.1K | 0.27% | 98 |
|
|
2023
Q4 | $449K | Buy |
4,969
+44
| +0.9% | +$3.97K | 0.23% | 109 |
|
|
2023
Q3 | $399K | Sell |
4,925
-190
| -4% | -$15.4K | 0.22% | 111 |
|
|
2023
Q2 | $457K | Buy |
5,115
+3,745
| +273% | +$334K | 0.24% | 103 |
|
|
2023
Q1 | $137K | Buy |
1,370
+485
| +55% | +$48.6K | 0.1% | 164 |
|
|
2022
Q4 | $76.9K | Buy |
+885
| New | +$76.9K | 0.07% | 160 |
|