Capital Advisors Wealth Management’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 | $212K | Buy |
+1,709
| New | +$212K | 0.03% | 184 |
|
|
2024
Q2 | – | Sell |
-1,871
| Closed | -$229K | – | 164 |
|
|
2024
Q1 | $229K | Buy |
+1,871
| New | +$229K | 0.05% | 137 |
|
|
2023
Q2 | – | Sell |
-2,522
| Closed | -$253K | – | 143 |
|
|
2023
Q1 | $253K | Sell |
2,522
-73
| -3% | -$7.31K | 0.07% | 109 |
|
|
2022
Q4 | $225K | Buy |
+2,595
| New | +$225K | 0.07% | 112 |
|
|
2022
Q2 | – | Sell |
-2,189
| Closed | -$300K | – | 120 |
|
|
2022
Q1 | $300K | Sell |
2,189
-67
| -3% | -$9.18K | 0.09% | 90 |
|
|
2021
Q4 | $349K | Sell |
2,256
-3,013
| -57% | -$466K | 0.11% | 85 |
|
|
2021
Q3 | $891K | Buy |
5,269
+540
| +11% | +$91.3K | 0.32% | 47 |
|
|
2021
Q2 | $831K | Buy |
4,729
+362
| +8% | +$63.6K | 0.31% | 46 |
|
|
2021
Q1 | $806K | Buy |
+4,367
| New | +$806K | 0.35% | 47 |
|