Capital Advisors Ltd’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
Q2 | $343K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $189K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $158K | Sell |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $202K | Hold |
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|
2020
Q2 | $181K | Hold |
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|
2020
Q1 | $157K | Hold |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $55K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $51K | Hold |
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|
2017
Q4 | $54K | Sell |
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|
2017
Q3 | $51K | Buy |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $57K | Hold |
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|
2016
Q4 | $52K | Buy |
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|
2016
Q3 | $42K | Hold |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $45K | Hold |
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|
2015
Q4 | $47K | Hold |
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|
2015
Q3 | $46K | Sell |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $51K | Hold |
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|
2014
Q4 | $46K | Hold |
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|
2014
Q3 | $43K | Hold |
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|
2014
Q2 | $42K | Hold |
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|
2014
Q1 | $39K | Hold |
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|
2013
Q4 | $37K | Buy |
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