Chesapeake Wealth Management’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 | $412K | Sell |
3,322
-136
| -4% | -$16.9K | 0.14% | 118 |
|
|
2025
Q1 | $341K | Sell |
3,458
-285
| -8% | -$28.1K | 0.12% | 120 |
|
|
2024
Q4 | $417K | Sell |
3,743
-65
| -2% | -$7.24K | 0.14% | 117 |
|
|
2024
Q3 | $366K | Sell |
3,808
-290
| -7% | -$27.9K | 0.13% | 121 |
|
|
2024
Q2 | $407K | Sell |
4,098
-481
| -11% | -$47.8K | 0.15% | 110 |
|
|
2024
Q1 | $560K | Sell |
4,579
-559
| -11% | -$68.4K | 0.2% | 94 |
|
|
2023
Q4 | $464K | Sell |
5,138
-5,838
| -53% | -$527K | 0.18% | 103 |
|
|
2023
Q3 | $890K | Sell |
10,976
-310
| -3% | -$25.1K | 0.37% | 74 |
|
|
2023
Q2 | $1.01M | Buy |
11,286
+410
| +4% | +$36.6K | 0.4% | 72 |
|
|
2023
Q1 | $1.09M | Buy |
10,876
+260
| +2% | +$26K | 0.45% | 67 |
|
|
2022
Q4 | $922K | Sell |
10,616
-137
| -1% | -$11.9K | 0.4% | 75 |
|
|
2022
Q3 | $1.02M | Buy |
10,753
+1,636
| +18% | +$154K | 0.46% | 59 |
|
|
2022
Q2 | $860K | Buy |
9,117
+224
| +3% | +$21.1K | 0.37% | 71 |
|
|
2022
Q1 | $1.22M | Sell |
8,893
-61
| -0.7% | -$8.37K | 0.44% | 61 |
|
|
2021
Q4 | $1.39M | Buy |
8,954
+248
| +3% | +$38.4K | 0.47% | 59 |
|
|
2021
Q3 | $1.47M | Buy |
8,706
+1,239
| +17% | +$210K | 0.53% | 50 |
|
|
2021
Q2 | $1.31M | Buy |
7,467
+1,616
| +28% | +$284K | 0.43% | 61 |
|
|
2021
Q1 | $1.08M | Buy |
5,851
+2,075
| +55% | +$383K | 0.36% | 73 |
|
|
2020
Q4 | $684K | Sell |
3,776
-83
| -2% | -$15K | 0.23% | 100 |
|
|
2020
Q3 | $479K | Hold |
3,859
| – | – | 0.18% | 118 |
|
|
2020
Q2 | $430K | Sell |
3,859
-13
| -0.3% | -$1.45K | 0.17% | 128 |
|
|
2020
Q1 | $374K | Sell |
3,872
-34
| -0.9% | -$3.28K | 0.17% | 121 |
|
|
2019
Q4 | $565K | Sell |
3,906
-58
| -1% | -$8.39K | 0.22% | 109 |
|
|
2019
Q3 | $516K | Sell |
3,964
-114
| -3% | -$14.8K | 0.21% | 114 |
|
|
2019
Q2 | $570K | Buy |
4,078
+100
| +3% | +$14K | 0.24% | 110 |
|
|
2019
Q1 | $441K | Buy |
3,978
+65
| +2% | +$7.21K | 0.19% | 124 |
|
|
2018
Q4 | $429K | Sell |
3,913
-200
| -5% | -$21.9K | 0.21% | 115 |
|
|
2018
Q3 | $481K | Sell |
4,113
-339
| -8% | -$39.6K | 0.21% | 110 |
|
|
2018
Q2 | $466K | Sell |
4,452
-258
| -5% | -$27K | 0.21% | 113 |
|
|
2018
Q1 | $473K | Buy |
+4,710
| New | +$473K | 0.22% | 106 |
|