Capital Investment Advisors’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 | $6.4M | Sell |
51,625
-1,032
| -2% | -$128K | 0.11% | 127 |
|
|
2025
Q1 | $5.2M | Sell |
52,657
-627
| -1% | -$61.9K | 0.1% | 137 |
|
|
2024
Q4 | $5.93M | Sell |
53,284
-1,382
| -3% | -$154K | 0.12% | 126 |
|
|
2024
Q3 | $5.26M | Sell |
54,666
-1,151
| -2% | -$111K | 0.11% | 136 |
|
|
2024
Q2 | $5.54M | Sell |
55,817
-2,410
| -4% | -$239K | 0.13% | 128 |
|
|
2024
Q1 | $7.12M | Sell |
58,227
-15,803
| -21% | -$1.93M | 0.17% | 109 |
|
|
2023
Q4 | $6.68M | Sell |
74,030
-1,959
| -3% | -$177K | 0.17% | 112 |
|
|
2023
Q3 | $6.16M | Buy |
75,989
+25,248
| +50% | +$2.05M | 0.17% | 114 |
|
|
2023
Q2 | $4.53M | Sell |
50,741
-1,489
| -3% | -$133K | 0.14% | 112 |
|
|
2023
Q1 | $5.23M | Sell |
52,230
-2,971
| -5% | -$297K | 0.15% | 112 |
|
|
2022
Q4 | $4.8M | Sell |
55,201
-4,380
| -7% | -$381K | 0.15% | 123 |
|
|
2022
Q3 | $5.62M | Sell |
59,581
-2,654
| -4% | -$250K | 0.19% | 105 |
|
|
2022
Q2 | $5.88M | Sell |
62,235
-3,061
| -5% | -$289K | 0.19% | 102 |
|
|
2022
Q1 | $8.96M | Buy |
65,296
+1,460
| +2% | +$200K | 0.27% | 83 |
|
|
2021
Q4 | $9.89M | Buy |
63,836
+2,813
| +5% | +$436K | 0.3% | 76 |
|
|
2021
Q3 | $10.3M | Buy |
61,023
+1,002
| +2% | +$170K | 0.35% | 72 |
|
|
2021
Q2 | $10.6M | Buy |
60,021
+419
| +0.7% | +$73.6K | 0.36% | 65 |
|
|
2021
Q1 | $11M | Sell |
59,602
-572
| -1% | -$106K | 0.41% | 56 |
|
|
2020
Q4 | $10.9M | Sell |
60,174
-2,250
| -4% | -$408K | 0.46% | 55 |
|
|
2020
Q3 | $7.75M | Sell |
62,424
-1,050
| -2% | -$130K | 0.37% | 62 |
|
|
2020
Q2 | $7.08M | Buy |
63,474
+4,255
| +7% | +$474K | 0.37% | 60 |
|
|
2020
Q1 | $5.72M | Buy |
59,219
+3,185
| +6% | +$308K | 0.37% | 63 |
|
|
2019
Q4 | $8.1M | Sell |
56,034
-1,387
| -2% | -$201K | 0.39% | 68 |
|
|
2019
Q3 | $7.48M | Sell |
57,421
-2,430
| -4% | -$317K | 0.39% | 69 |
|
|
2019
Q2 | $8.36M | Sell |
59,851
-1,398
| -2% | -$195K | 0.46% | 57 |
|
|
2019
Q1 | $6.8M | Buy |
61,249
+3,400
| +6% | +$377K | 0.4% | 62 |
|
|
2018
Q4 | $6.34M | Buy |
57,849
+2,993
| +5% | +$328K | 0.42% | 57 |
|
|
2018
Q3 | $6.42M | Buy |
54,856
+6,835
| +14% | +$799K | 0.38% | 60 |
|
|
2018
Q2 | $5.03M | Buy |
48,021
+5,540
| +13% | +$581K | 0.31% | 68 |
|
|
2018
Q1 | $4.27M | Buy |
42,481
+5,286
| +14% | +$531K | 0.28% | 76 |
|
|
2017
Q4 | $4M | Buy |
37,195
+3,285
| +10% | +$353K | 0.26% | 83 |
|
|
2017
Q3 | $3.34M | Buy |
33,910
+7,237
| +27% | +$713K | 0.23% | 95 |
|
|
2017
Q2 | $2.83M | Buy |
26,673
+2,674
| +11% | +$284K | 0.2% | 107 |
|
|
2017
Q1 | $2.72M | Buy |
23,999
+349
| +1% | +$39.6K | 0.21% | 110 |
|
|
2016
Q4 | $2.47M | Buy |
23,650
+752
| +3% | +$78.4K | 0.21% | 108 |
|
|
2016
Q3 | $2.13M | Buy |
22,898
+1,476
| +7% | +$137K | 0.19% | 116 |
|
|
2016
Q2 | $2.1M | Buy |
21,422
+198
| +0.9% | +$19.4K | 0.2% | 103 |
|
|
2016
Q1 | $2.11M | Buy |
21,224
+2,605
| +14% | +$259K | 0.21% | 96 |
|
|
2015
Q4 | $1.96M | Buy |
18,619
+1,018
| +6% | +$107K | 0.2% | 102 |
|
|
2015
Q3 | $1.8M | Buy |
17,601
+4,302
| +32% | +$440K | 0.2% | 110 |
|
|
2015
Q2 | $1.52M | Buy |
13,299
+1,568
| +13% | +$179K | 0.16% | 134 |
|
|
2015
Q1 | $1.23M | Buy |
11,731
+188
| +2% | +$19.7K | 0.13% | 156 |
|
|
2014
Q4 | $1.09M | Buy |
11,543
+1,089
| +10% | +$103K | 0.12% | 169 |
|
|
2014
Q3 | $931K | Buy |
10,454
+220
| +2% | +$19.6K | 0.11% | 174 |
|
|
2014
Q2 | $877K | Buy |
10,234
+60
| +0.6% | +$5.14K | 0.1% | 182 |
|
|
2014
Q1 | $815K | Buy |
10,174
+77
| +0.8% | +$6.17K | 0.1% | 183 |
|
|
2013
Q4 | $771K | Buy |
+10,097
| New | +$771K | 0.1% | 183 |
|