Callan Family Office’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 | $8.21M | Buy |
66,172
+44,954
| +212% | +$5.57M | 0.26% | 82 |
|
|
2025
Q1 | $2.09M | Sell |
21,218
-8,501
| -29% | -$839K | 0.16% | 124 |
|
|
2024
Q4 | $3.31M | Buy |
29,719
+22,728
| +325% | +$2.53M | 0.21% | 94 |
|
|
2024
Q3 | $672K | Buy |
6,991
+754
| +12% | +$72.5K | 0.11% | 87 |
|
|
2024
Q2 | $619K | Buy |
6,237
+2,319
| +59% | +$230K | 0.12% | 75 |
|
|
2024
Q1 | $479K | Buy |
3,918
+595
| +18% | +$72.8K | 0.11% | 59 |
|
|
2023
Q4 | $300K | Buy |
3,323
+718
| +28% | +$64.8K | 0.07% | 75 |
|
|
2023
Q3 | $211K | Buy |
2,605
+7
| +0.3% | +$567 | 0.06% | 84 |
|
|
2023
Q2 | $232K | Sell |
2,598
-1,091
| -30% | -$97.4K | 0.06% | 97 |
|
|
2023
Q1 | $369K | Buy |
3,689
+902
| +32% | +$90.3K | 0.09% | 117 |
|
|
2022
Q4 | $242K | Buy |
+2,787
| New | +$242K | 0.08% | 90 |
|