Carolina Wealth 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 | $40.7K | Sell |
328
-83
| -20% | -$10.3K | 0.02% | 101 |
|
|
2025
Q1 | $40.6K | Hold |
411
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $45.8K | Sell |
411
-29
| -7% | -$3.23K | 0.02% | 101 |
|
|
2024
Q3 | $42.3K | Buy |
440
+72
| +20% | +$6.93K | 0.02% | 124 |
|
|
2024
Q2 | $36.5K | Buy |
368
+50
| +16% | +$4.97K | 0.02% | 106 |
|
|
2024
Q1 | $38.9K | Sell |
318
-144
| -31% | -$17.6K | 0.02% | 112 |
|
|
2023
Q4 | $41.7K | Hold |
462
| – | – | 0.02% | 117 |
|
|
2023
Q3 | $37.4K | Hold |
462
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $41.2K | Sell |
462
-83
| -15% | -$7.41K | 0.02% | 111 |
|
|
2023
Q1 | $54.6K | Buy |
545
+101
| +23% | +$10.1K | 0.03% | 106 |
|
|
2022
Q4 | $39K | Buy |
444
+55
| +14% | +$4.83K | 0.02% | 107 |
|
|
2022
Q3 | $37K | Hold |
389
| – | – | 0.03% | 107 |
|
|
2022
Q2 | $37K | Hold |
389
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $53K | Hold |
389
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $60K | Sell |
389
-500
| -56% | -$77.1K | 0.03% | 129 |
|
|
2021
Q3 | $150K | Sell |
889
-2
| -0.2% | -$337 | 0.1% | 86 |
|
|
2021
Q2 | $157K | Buy |
891
+2
| +0.2% | +$352 | 0.11% | 65 |
|
|
2021
Q1 | $164K | Buy |
889
+13
| +1% | +$2.4K | 0.12% | 51 |
|
|
2020
Q4 | $159K | Buy |
876
+500
| +133% | +$90.8K | 0.13% | 49 |
|
|
2020
Q3 | $47K | Hold |
376
| – | – | 0.04% | 66 |
|
|
2020
Q2 | $42K | Buy |
376
+48
| +15% | +$5.36K | 0.04% | 59 |
|
|
2020
Q1 | $32K | Buy |
328
+114
| +53% | +$11.1K | 0.04% | 60 |
|
|
2019
Q4 | $31K | Buy |
+214
| New | +$31K | 0.03% | 79 |
|