Citadel Investment 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 | $2.88M | Sell |
23,224
-2,138
| -8% | -$265K | 1.39% | 17 |
|
|
2025
Q1 | $2.5M | Buy |
25,362
+130
| +0.5% | +$12.8K | 1.23% | 17 |
|
|
2024
Q4 | $2.81M | Sell |
25,232
-119
| -0.5% | -$13.3K | 1.46% | 15 |
|
|
2024
Q3 | $2.44M | Buy |
25,351
+475
| +2% | +$45.7K | 1.28% | 20 |
|
|
2024
Q2 | $2.47M | Sell |
24,876
-309
| -1% | -$30.7K | 1.4% | 18 |
|
|
2024
Q1 | $3.08M | Sell |
25,185
-30
| -0.1% | -$3.67K | 1.74% | 10 |
|
|
2023
Q4 | $2.28M | Hold |
25,215
| – | – | 1.39% | 17 |
|
|
2023
Q3 | $2.04M | Hold |
25,215
| – | – | 1.34% | 18 |
|
|
2023
Q2 | $2.25M | Sell |
25,215
-150
| -0.6% | -$13.4K | 1.46% | 17 |
|
|
2023
Q1 | $2.54M | Sell |
25,365
-220
| -0.9% | -$22K | 1.73% | 15 |
|
|
2022
Q4 | $2.22M | Sell |
25,585
-500
| -2% | -$43.4K | 1.52% | 16 |
|
|
2022
Q3 | $2.46M | Buy |
26,085
+497
| +2% | +$46.9K | 1.88% | 11 |
|
|
2022
Q2 | $2.42M | Sell |
25,588
-1,297
| -5% | -$122K | 1.64% | 15 |
|
|
2022
Q1 | $3.69M | Sell |
26,885
-319
| -1% | -$43.7K | 2.14% | 9 |
|
|
2021
Q4 | $4.21M | Hold |
27,204
| – | – | 2.47% | 8 |
|
|
2021
Q3 | $4.6M | Hold |
27,204
| – | – | 2.85% | 6 |
|
|
2021
Q2 | $4.78M | Sell |
27,204
-195
| -0.7% | -$34.3K | 2.96% | 5 |
|
|
2021
Q1 | $5.06M | Sell |
27,399
-240
| -0.9% | -$44.3K | 3.31% | 5 |
|
|
2020
Q4 | $5.01M | Buy |
+27,639
| New | +$5.01M | 3.58% | 5 |
|