Cladis 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 | $2.22M | Sell |
17,935
-25
| -0.1% | -$3.1K | 1.39% | 18 |
|
|
2025
Q1 | $1.77M | Buy |
17,960
+346
| +2% | +$34.2K | 1.28% | 19 |
|
|
2024
Q4 | $1.96M | Sell |
17,614
-620
| -3% | -$69K | 1.39% | 18 |
|
|
2024
Q3 | $1.75M | Buy |
18,234
+1,345
| +8% | +$129K | 1.22% | 20 |
|
|
2024
Q2 | $1.68M | Buy |
16,889
+225
| +1% | +$22.3K | 1.22% | 21 |
|
|
2024
Q1 | $2.04M | Sell |
16,664
-7,885
| -32% | -$965K | 1.5% | 12 |
|
|
2023
Q4 | $2.22M | Sell |
24,549
-1,580
| -6% | -$143K | 1.74% | 10 |
|
|
2023
Q3 | $2.12M | Buy |
26,129
+1,950
| +8% | +$158K | 1.85% | 11 |
|
|
2023
Q2 | $2.16M | Buy |
24,179
+1,825
| +8% | +$163K | 1.88% | 7 |
|
|
2023
Q1 | $2.24M | Buy |
22,354
+2,400
| +12% | +$240K | 2.01% | 7 |
|
|
2022
Q4 | $1.73M | Buy |
19,954
+2,257
| +13% | +$196K | 1.73% | 12 |
|
|
2022
Q3 | $1.67M | Buy |
17,697
+2,250
| +15% | +$212K | 1.81% | 10 |
|
|
2022
Q2 | $1.46M | Buy |
15,447
+5,880
| +61% | +$555K | 1.46% | 18 |
|
|
2022
Q1 | $1.31M | Buy |
9,567
+2,060
| +27% | +$283K | 1.06% | 27 |
|
|
2021
Q4 | $1.16M | Buy |
+7,507
| New | +$1.16M | 0.93% | 33 |
|