Carson Advisory’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 | $407K | Sell |
3,280
-494
| -13% | -$61.3K | 0.26% | 89 |
|
|
2025
Q1 | $372K | Sell |
3,774
-26
| -0.7% | -$2.57K | 0.25% | 94 |
|
|
2024
Q4 | $423K | Sell |
3,800
-1,343
| -26% | -$150K | 0.29% | 79 |
|
|
2024
Q3 | $495K | Buy |
5,143
+49
| +1% | +$4.71K | 0.31% | 81 |
|
|
2024
Q2 | $506K | Buy |
5,094
+9
| +0.2% | +$894 | 0.35% | 78 |
|
|
2024
Q1 | $622K | Sell |
5,085
-171
| -3% | -$20.9K | 0.44% | 77 |
|
|
2023
Q4 | $475K | Sell |
5,256
-332
| -6% | -$30K | 0.37% | 83 |
|
|
2023
Q3 | $453K | Sell |
5,588
-80
| -1% | -$6.48K | 0.4% | 82 |
|
|
2023
Q2 | $506K | Buy |
5,668
+170
| +3% | +$15.2K | 0.43% | 79 |
|
|
2023
Q1 | $550K | Sell |
5,498
-465
| -8% | -$46.6K | 0.49% | 68 |
|
|
2022
Q4 | $518K | Buy |
5,963
+894
| +18% | +$77.7K | 0.5% | 56 |
|
|
2022
Q3 | $478K | Buy |
5,069
+261
| +5% | +$24.6K | 0.53% | 58 |
|
|
2022
Q2 | $454K | Buy |
4,808
+400
| +9% | +$37.8K | 0.51% | 59 |
|
|
2022
Q1 | $605K | Buy |
4,408
+2,350
| +114% | +$323K | 0.6% | 49 |
|
|
2021
Q4 | $319K | Buy |
+2,058
| New | +$319K | 0.32% | 82 |
|