Capstone Financial Advisors’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 | $361K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $413K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $361K | Sell |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $303K | Buy |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $501K | Sell |
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|
2019
Q3 | $508K | Sell |
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|
2019
Q2 | $598K | Buy |
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|
2019
Q1 | $445K | Buy |
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|
2018
Q4 | $382K | Buy |
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|
2018
Q3 | $385K | Buy |
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|
2018
Q2 | $334K | Buy |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $307K | Hold |
|
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $304K | Sell |
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|
2017
Q1 | $339K | Buy |
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|
2016
Q4 | $306K | Sell |
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|
2016
Q3 | $369K | Buy |
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|
2016
Q2 | $327K | Buy |
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|
2016
Q1 | $332K | Sell |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $406K | Buy |
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|
2015
Q2 | $377K | Sell |
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|
2015
Q1 | $398K | Sell |
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|
2014
Q4 | $381K | Sell |
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|
2014
Q3 | $424K | Buy |
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|
2014
Q2 | $394K | Sell |
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|
2014
Q1 | $407K | Buy |
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|
2013
Q4 | $299K | Buy |
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