Clarity Wealth 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 | $729K | Buy |
5,882
+102
| +2% | +$12.6K | 0.18% | 52 |
|
|
2025
Q1 | $570K | Sell |
5,780
-218
| -4% | -$21.5K | 0.16% | 52 |
|
|
2024
Q4 | $668K | Sell |
5,998
-165
| -3% | -$18.4K | 0.18% | 50 |
|
|
2024
Q3 | $593K | Sell |
6,163
-136
| -2% | -$13.1K | 0.17% | 50 |
|
|
2024
Q2 | $625K | Sell |
6,299
-677
| -10% | -$67.2K | 0.2% | 45 |
|
|
2024
Q1 | $854K | Sell |
6,976
-321
| -4% | -$39.3K | 0.29% | 40 |
|
|
2023
Q4 | $659K | Sell |
7,297
-158
| -2% | -$14.3K | 0.25% | 42 |
|
|
2023
Q3 | $604K | Sell |
7,455
-325
| -4% | -$26.3K | 0.27% | 40 |
|
|
2023
Q2 | $695K | Buy |
7,780
+346
| +5% | +$30.9K | 0.31% | 38 |
|
|
2023
Q1 | $744K | Sell |
7,434
-151
| -2% | -$15.1K | 0.38% | 36 |
|
|
2022
Q4 | $659K | Buy |
7,585
+273
| +4% | +$23.7K | 0.38% | 36 |
|
|
2022
Q3 | $689K | Sell |
7,312
-351
| -5% | -$33.1K | 0.42% | 35 |
|
|
2022
Q2 | $723K | Buy |
7,663
+970
| +14% | +$91.5K | 0.41% | 35 |
|
|
2022
Q1 | $918K | Buy |
6,693
+449
| +7% | +$61.6K | 0.44% | 34 |
|
|
2021
Q4 | $967K | Buy |
6,244
+17
| +0.3% | +$2.63K | 0.45% | 34 |
|
|
2021
Q3 | $1.05M | Sell |
6,227
-209
| -3% | -$35.3K | 0.52% | 33 |
|
|
2021
Q2 | $1.13M | Sell |
6,436
-81
| -1% | -$14.2K | 0.59% | 34 |
|
|
2021
Q1 | $1.2M | Sell |
6,517
-98
| -1% | -$18.1K | 0.69% | 33 |
|
|
2020
Q4 | $1.2M | Buy |
6,615
+167
| +3% | +$30.2K | 0.73% | 33 |
|
|
2020
Q3 | $800K | Sell |
6,448
-734
| -10% | -$91.1K | 0.57% | 35 |
|
|
2020
Q2 | $800K | Sell |
7,182
-219
| -3% | -$24.4K | 0.63% | 35 |
|
|
2020
Q1 | $714K | Sell |
7,401
-37
| -0.5% | -$3.57K | 0.74% | 28 |
|
|
2019
Q4 | $1.08M | Buy |
+7,438
| New | +$1.08M | 0.9% | 25 |
|