Capital Advantage’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q1 | $224K | Sell |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $335K | Buy |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $221K | Sell |
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|
2017
Q4 | $242K | Hold |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $254K | Sell |
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|
2017
Q1 | $365K | Buy |
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|
2016
Q4 | $314K | Buy |
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|
2016
Q3 | $242K | Sell |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $273K | Buy |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $277K | Buy |
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|
2015
Q2 | $307K | Buy |
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|
2015
Q1 | $270K | Sell |
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|
2014
Q4 | $244K | Hold |
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|
2014
Q3 | $231K | Hold |
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|
2014
Q2 | $223K | Sell |
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|
2014
Q1 | $210K | Buy |
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