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Clear Investment Research’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126 Hold
1
﹤0.01% 227
2025
Q1
$100 Hold
1
﹤0.01% 223
2024
Q4
$112 Hold
1
﹤0.01% 221
2024
Q3
$97 Hold
1
﹤0.01% 220
2024
Q2
$100 Sell
1
-50
-98% -$5K ﹤0.01% 205
2024
Q1
$6.24K Hold
51
0.01% 164
2023
Q4
$4.61K Sell
51
-4
-7% -$361 0.01% 213
2023
Q3
$4.46K Buy
55
+4
+8% +$324 0.01% 146
2023
Q2
$4.55K Hold
51
0.01% 147
2023
Q1
$5.11K Hold
51
0.01% 139
2022
Q4
$4K Hold
51
0.01% 135
2022
Q3
$5K Hold
51
0.01% 128
2022
Q2
$5K Hold
51
0.01% 110
2022
Q1
$7K Hold
51
0.01% 114
2021
Q4
$8K Buy
51
+1
+2% +$157 0.01% 116
2021
Q3
$8K Hold
50
0.01% 116
2021
Q2
$9K Hold
50
0.02% 115
2021
Q1
$9K Hold
50
0.02% 103
2020
Q4
$9K Hold
50
0.02% 97
2020
Q3
$6K Hold
50
0.01% 92
2020
Q2
$6K Hold
50
0.01% 96
2020
Q1
$5K Hold
50
0.01% 91
2019
Q4
$7K Buy
50
+36
+257% +$5.04K 0.01% 89
2019
Q3
$2K Hold
14
﹤0.01% 111
2019
Q2
$2K Hold
14
﹤0.01% 109
2019
Q1
$2K Buy
14
+3
+27% +$429 ﹤0.01% 103
2018
Q4
$1K Hold
11
﹤0.01% 148
2018
Q3
$1K Buy
+11
New +$1K ﹤0.01% 156