Centerpoint 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 | $299K | Buy |
2,411
+6
| +0.2% | +$744 | 0.1% | 71 |
|
|
2025
Q1 | $237K | Sell |
2,405
-10
| -0.4% | -$985 | 0.09% | 80 |
|
|
2024
Q4 | $269K | Hold |
2,415
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $232K | Sell |
2,415
-10
| -0.4% | -$961 | 0.08% | 81 |
|
|
2024
Q2 | $241K | Buy |
2,425
+80
| +3% | +$7.95K | 0.09% | 83 |
|
|
2024
Q1 | $287K | Hold |
2,345
| – | – | 0.11% | 72 |
|
|
2023
Q4 | $212K | Sell |
2,345
-1,004
| -30% | -$90.8K | 0.08% | 82 |
|
|
2023
Q3 | $271K | Buy |
3,349
+280
| +9% | +$22.7K | 0.12% | 75 |
|
|
2023
Q2 | $274K | Sell |
3,069
-501
| -14% | -$44.7K | 0.11% | 76 |
|
|
2023
Q1 | $357K | Sell |
3,570
-531
| -13% | -$53.1K | 0.16% | 61 |
|
|
2022
Q4 | $356K | Buy |
4,101
+200
| +5% | +$17.4K | 0.17% | 61 |
|
|
2022
Q3 | $368K | Buy |
3,901
+771
| +25% | +$72.7K | 0.2% | 48 |
|
|
2022
Q2 | $295K | Sell |
3,130
-550
| -15% | -$51.8K | 0.15% | 66 |
|
|
2022
Q1 | $505K | Buy |
3,680
+687
| +23% | +$94.3K | 0.23% | 45 |
|
|
2021
Q4 | $464K | Sell |
2,993
-640
| -18% | -$99.2K | 0.2% | 48 |
|
|
2021
Q3 | $615K | Buy |
3,633
+91
| +3% | +$15.4K | 0.29% | 39 |
|
|
2021
Q2 | $623K | Buy |
3,542
+1,699
| +92% | +$299K | 0.29% | 37 |
|
|
2021
Q1 | $340K | Buy |
1,843
+750
| +69% | +$138K | 0.2% | 34 |
|
|
2020
Q4 | $198K | Buy |
1,093
+900
| +466% | +$163K | 0.13% | 50 |
|
|
2020
Q3 | $24K | Hold |
193
| – | – | 0.02% | 113 |
|
|
2020
Q2 | $22K | Hold |
193
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $19K | Buy |
193
+1
| +0.5% | +$98 | 0.02% | 118 |
|
|
2019
Q4 | $28K | Hold |
192
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $25K | Hold |
192
| – | – | 0.02% | 121 |
|
|
2019
Q2 | $27K | Buy |
192
+141
| +276% | +$19.8K | 0.02% | 118 |
|
|
2019
Q1 | $6K | Buy |
51
+2
| +4% | +$235 | 0.01% | 176 |
|
|
2018
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 178 |
|
|
2018
Q3 | $6K | Sell |
49
-28
| -36% | -$3.43K | ﹤0.01% | 166 |
|
|
2018
Q2 | $8K | Sell |
77
-506
| -87% | -$52.6K | 0.01% | 196 |
|
|
2018
Q1 | $59K | Buy |
583
+574
| +6,378% | +$58.1K | 0.05% | 88 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 183 |
|