Capital Advisors Inc’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 | $1.08M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $931K | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $931K | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $886K | Buy |
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|
2022
Q3 | $938K | Sell |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $2.9M | Sell |
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|
2021
Q2 | $4.29M | Buy |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10.6M | Sell |
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|
2017
Q2 | $11.6M | Sell |
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|
2017
Q1 | $13.6M | Buy |
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|
2016
Q4 | $11.5M | Buy |
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|
2016
Q3 | $9.85M | Buy |
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