Callan 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
Q1 | $592K | Sell |
6,002
-77
| -1% | -$7.6K | 0.04% | 184 |
|
|
2024
Q4 | $677K | Buy |
6,079
+31
| +0.5% | +$3.45K | 0.05% | 137 |
|
|
2024
Q3 | $582K | Buy |
6,048
+369
| +6% | +$35.5K | 0.04% | 161 |
|
|
2024
Q2 | $564K | Buy |
5,679
+40
| +0.7% | +$3.97K | 0.05% | 147 |
|
|
2024
Q1 | $690K | Buy |
5,639
+1,759
| +45% | +$215K | 0.06% | 120 |
|
|
2023
Q4 | $350K | Buy |
3,880
+303
| +8% | +$27.4K | 0.03% | 162 |
|
|
2023
Q3 | $290K | Buy |
3,577
+385
| +12% | +$31.2K | 0.03% | 161 |
|
|
2023
Q2 | $285K | Sell |
3,192
-36
| -1% | -$3.21K | 0.03% | 150 |
|
|
2023
Q1 | $323K | Buy |
3,228
+160
| +5% | +$16K | 0.04% | 141 |
|
|
2022
Q4 | $267K | Sell |
3,068
-1,271
| -29% | -$110K | 0.03% | 155 |
|
|
2022
Q3 | $409K | Buy |
4,339
+1,198
| +38% | +$113K | 0.07% | 88 |
|
|
2022
Q2 | $297K | Buy |
3,141
+37
| +1% | +$3.5K | 0.05% | 95 |
|
|
2022
Q1 | $426K | Sell |
3,104
-578
| -16% | -$79.3K | 0.06% | 86 |
|
|
2021
Q4 | $570K | Buy |
3,682
+675
| +22% | +$104K | 0.08% | 72 |
|
|
2021
Q3 | $509K | Sell |
3,007
-15
| -0.5% | -$2.54K | 0.08% | 64 |
|
|
2021
Q2 | $531K | Sell |
3,022
-790
| -21% | -$139K | 0.09% | 65 |
|
|
2021
Q1 | $703K | Buy |
3,812
+305
| +9% | +$56.2K | 0.13% | 59 |
|
|
2020
Q4 | $635K | Hold |
3,507
| – | – | 0.13% | 59 |
|
|
2020
Q3 | $435K | Sell |
3,507
-565
| -14% | -$70.1K | 0.1% | 61 |
|
|
2020
Q2 | $454K | Buy |
4,072
+518
| +15% | +$57.8K | 0.11% | 65 |
|
|
2020
Q1 | $343K | Buy |
+3,554
| New | +$343K | 0.11% | 64 |
|