Childress Capital 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 | $341K | Buy |
2,749
+87
| +3% | +$10.8K | 0.09% | 168 |
|
|
2025
Q1 | $263K | Buy |
2,662
+529
| +25% | +$52.2K | 0.08% | 180 |
|
|
2024
Q4 | $237K | Sell |
2,133
-81
| -4% | -$9.02K | 0.07% | 186 |
|
|
2024
Q3 | $213K | Buy |
2,214
+27
| +1% | +$2.6K | 0.06% | 222 |
|
|
2024
Q2 | $217K | Sell |
2,187
-404
| -16% | -$40.1K | 0.06% | 197 |
|
|
2024
Q1 | $317K | Buy |
+2,591
| New | +$317K | 0.09% | 141 |
|
|
2023
Q1 | – | Sell |
-4,384
| Closed | -$381K | – | 111 |
|
|
2022
Q4 | $381K | Sell |
4,384
-1,912
| -30% | -$166K | 0.13% | 111 |
|
|
2022
Q3 | $612K | Buy |
6,296
+1,061
| +20% | +$103K | 0.24% | 72 |
|
|
2022
Q2 | $494K | Sell |
5,235
-1,131
| -18% | -$107K | 0.2% | 88 |
|
|
2022
Q1 | $874K | Buy |
6,366
+642
| +11% | +$88.1K | 0.31% | 63 |
|
|
2021
Q4 | $887K | Buy |
5,724
+1,760
| +44% | +$273K | 0.37% | 51 |
|
|
2021
Q3 | $670K | Buy |
3,964
+302
| +8% | +$51K | 0.27% | 74 |
|
|
2021
Q2 | $643K | Sell |
3,662
-987
| -21% | -$173K | 0.29% | 56 |
|
|
2021
Q1 | $857K | Buy |
4,649
+2,112
| +83% | +$389K | 0.39% | 48 |
|
|
2020
Q4 | $462K | Buy |
+2,537
| New | +$462K | 0.27% | 43 |
|