Center for Financial Planning’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 | $403K | Hold |
3,253
| – | – | 0.05% | 120 |
|
|
2025
Q1 | $321K | Sell |
3,253
-232
| -7% | -$22.9K | 0.04% | 126 |
|
|
2024
Q4 | $388K | Sell |
3,485
-239
| -6% | -$26.6K | 0.05% | 106 |
|
|
2024
Q3 | $358K | Sell |
3,724
-29
| -0.8% | -$2.79K | 0.05% | 112 |
|
|
2024
Q2 | $373K | Hold |
3,753
| – | – | 0.05% | 105 |
|
|
2024
Q1 | $459K | Sell |
3,753
-258
| -6% | -$31.6K | 0.07% | 97 |
|
|
2023
Q4 | $362K | Sell |
4,011
-66
| -2% | -$5.96K | 0.07% | 103 |
|
|
2023
Q3 | $330K | Buy |
4,077
+72
| +2% | +$5.84K | 0.07% | 102 |
|
|
2023
Q2 | $358K | Hold |
4,005
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $401K | Sell |
4,005
-453
| -10% | -$45.4K | 0.09% | 88 |
|
|
2022
Q4 | $387K | Sell |
4,458
-700
| -14% | -$60.8K | 0.09% | 87 |
|
|
2022
Q3 | $487K | Sell |
5,158
-364
| -7% | -$34.4K | 0.13% | 75 |
|
|
2022
Q2 | $521K | Sell |
5,522
-561
| -9% | -$52.9K | 0.13% | 75 |
|
|
2022
Q1 | $835K | Buy |
6,083
+369
| +6% | +$50.7K | 0.17% | 67 |
|
|
2021
Q4 | $885K | Buy |
5,714
+16
| +0.3% | +$2.48K | 0.18% | 60 |
|
|
2021
Q3 | $964K | Hold |
5,698
| – | – | 0.23% | 49 |
|
|
2021
Q2 | $1M | Buy |
5,698
+1,119
| +24% | +$197K | 0.25% | 48 |
|
|
2021
Q1 | $845K | Buy |
4,579
+910
| +25% | +$168K | 0.22% | 55 |
|
|
2020
Q4 | $665K | Sell |
3,669
-11
| -0.3% | -$1.99K | 0.19% | 59 |
|
|
2020
Q3 | $457K | Buy |
3,680
+60
| +2% | +$7.45K | 0.15% | 71 |
|
|
2020
Q2 | $404K | Buy |
3,620
+32
| +0.9% | +$3.57K | 0.14% | 70 |
|
|
2020
Q1 | $347K | Sell |
3,588
-292
| -8% | -$28.2K | 0.12% | 75 |
|
|
2019
Q4 | $561K | Buy |
+3,880
| New | +$561K | 0.14% | 66 |
|