Carr Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,745
| Closed | -$306K | – | 180 |
|
|
2024
Q4 | $306K | Sell |
2,745
-4,855
| -64% | -$541K | 0.09% | 146 |
|
|
2024
Q3 | $731K | Sell |
7,600
-2,413
| -24% | -$232K | 0.21% | 79 |
|
|
2024
Q2 | $994K | Sell |
10,013
-1,569
| -14% | -$156K | 0.32% | 60 |
|
|
2024
Q1 | $1.42M | Sell |
11,582
-214
| -2% | -$26.2K | 0.47% | 40 |
|
|
2023
Q4 | $1.07M | Buy |
11,796
+900
| +8% | +$81.3K | 0.39% | 48 |
|
|
2023
Q3 | $927K | Buy |
10,896
+2,157
| +25% | +$183K | 0.37% | 50 |
|
|
2023
Q2 | $780K | Sell |
8,739
-500
| -5% | -$44.6K | 0.31% | 61 |
|
|
2023
Q1 | $925K | Buy |
9,239
+296
| +3% | +$29.6K | 0.41% | 47 |
|
|
2022
Q4 | $777K | Buy |
+8,943
| New | +$777K | 0.41% | 54 |
|