Clearwater 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 | $444K | Sell |
3,577
-75
| -2% | -$9.3K | 0.04% | 117 |
|
|
2025
Q1 | $360K | Buy |
3,652
+46
| +1% | +$4.54K | 0.03% | 127 |
|
|
2024
Q4 | $402K | Sell |
3,606
-785
| -18% | -$87.4K | 0.04% | 124 |
|
|
2024
Q3 | $422K | Buy |
4,391
+1,496
| +52% | +$144K | 0.04% | 118 |
|
|
2024
Q2 | $287K | Buy |
2,895
+511
| +21% | +$50.7K | 0.03% | 129 |
|
|
2024
Q1 | $292K | Sell |
2,384
-84
| -3% | -$10.3K | 0.03% | 131 |
|
|
2023
Q4 | $223K | Buy |
+2,468
| New | +$223K | 0.03% | 144 |
|
|
2023
Q2 | – | Sell |
-2,204
| Closed | -$221K | – | 150 |
|
|
2023
Q1 | $221K | Sell |
2,204
-600
| -21% | -$60.1K | 0.03% | 136 |
|
|
2022
Q4 | $244K | Sell |
2,804
-308
| -10% | -$26.8K | 0.03% | 137 |
|
|
2022
Q3 | $294K | Sell |
3,112
-110
| -3% | -$10.4K | 0.04% | 122 |
|
|
2022
Q2 | $304K | Buy |
3,222
+576
| +22% | +$54.3K | 0.04% | 114 |
|
|
2022
Q1 | $363K | Sell |
2,646
-1
| -0% | -$137 | 0.04% | 121 |
|
|
2021
Q4 | $410K | Buy |
2,647
+33
| +1% | +$5.11K | 0.05% | 113 |
|
|
2021
Q3 | $442K | Sell |
2,614
-90
| -3% | -$15.2K | 0.05% | 108 |
|
|
2021
Q2 | $475K | Buy |
2,704
+69
| +3% | +$12.1K | 0.06% | 107 |
|
|
2021
Q1 | $486K | Sell |
2,635
-61
| -2% | -$11.3K | 0.06% | 106 |
|
|
2020
Q4 | $488K | Buy |
2,696
+80
| +3% | +$14.5K | 0.06% | 100 |
|
|
2020
Q3 | $325K | Hold |
2,616
| – | – | 0.05% | 113 |
|
|
2020
Q2 | $292K | Sell |
2,616
-60
| -2% | -$6.7K | 0.05% | 116 |
|
|
2020
Q1 | $259K | Sell |
2,676
-250
| -9% | -$24.2K | 0.06% | 133 |
|
|
2019
Q4 | $423K | Buy |
2,926
+295
| +11% | +$42.6K | 0.07% | 132 |
|
|
2019
Q3 | $343K | Hold |
2,631
| – | – | 0.06% | 156 |
|
|
2019
Q2 | $367K | Sell |
2,631
-65
| -2% | -$9.07K | 0.07% | 156 |
|
|
2019
Q1 | $299K | Sell |
2,696
-44
| -2% | -$4.88K | 0.06% | 171 |
|
|
2018
Q4 | $300K | Buy |
2,740
+47
| +2% | +$5.15K | 0.07% | 171 |
|
|
2018
Q3 | $315K | Sell |
2,693
-200
| -7% | -$23.4K | 0.06% | 157 |
|
|
2018
Q2 | $303K | Buy |
2,893
+218
| +8% | +$22.8K | 0.06% | 150 |
|
|
2018
Q1 | $269K | Buy |
2,675
+26
| +1% | +$2.62K | 0.06% | 160 |
|
|
2017
Q4 | $285K | Sell |
2,649
-100
| -4% | -$10.8K | 0.06% | 152 |
|
|
2017
Q3 | $274K | Buy |
2,749
+300
| +12% | +$29.9K | 0.06% | 148 |
|
|
2017
Q2 | $254K | Hold |
2,449
| – | – | 0.06% | 142 |
|
|
2017
Q1 | $277K | Buy |
2,449
+123
| +5% | +$13.9K | 0.08% | 137 |
|
|
2016
Q4 | $247K | Sell |
2,326
-300
| -11% | -$31.9K | 0.09% | 133 |
|
|
2016
Q3 | $243K | Buy |
2,626
+357
| +16% | +$33K | 0.09% | 126 |
|
|
2016
Q2 | $223K | Buy |
+2,269
| New | +$223K | 0.08% | 122 |
|