Congress Park Capital’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 | $1.01M | Buy |
8,184
+150
| +2% | +$18.6K | 0.33% | 57 |
|
|
2025
Q1 | $793K | Sell |
8,034
-7
| -0.1% | -$691 | 0.3% | 58 |
|
|
2024
Q4 | $895K | Sell |
8,041
-550
| -6% | -$61.2K | 0.33% | 62 |
|
|
2024
Q3 | $826K | Sell |
8,591
-11,837
| -58% | -$1.14M | 0.31% | 64 |
|
|
2024
Q2 | $2.03M | Sell |
20,428
-179
| -0.9% | -$17.8K | 0.81% | 39 |
|
|
2024
Q1 | $2.52M | Sell |
20,607
-2,125
| -9% | -$260K | 1.12% | 31 |
|
|
2023
Q4 | $2.05M | Sell |
22,732
-2,688
| -11% | -$243K | 1% | 28 |
|
|
2023
Q3 | $2.06M | Buy |
25,420
+5,417
| +27% | +$439K | 1.07% | 25 |
|
|
2023
Q2 | $1.79M | Sell |
20,003
-2,365
| -11% | -$211K | 0.89% | 29 |
|
|
2023
Q1 | $2.24M | Buy |
22,368
+2,400
| +12% | +$240K | 1.16% | 21 |
|
|
2022
Q4 | $1.73M | Buy |
19,968
+560
| +3% | +$48.7K | 1.02% | 29 |
|
|
2022
Q3 | $1.83M | Buy |
19,408
+1,557
| +9% | +$147K | 1.06% | 21 |
|
|
2022
Q2 | $1.69M | Buy |
17,851
+6,892
| +63% | +$651K | 1.02% | 25 |
|
|
2022
Q1 | $1.5M | Buy |
10,959
+1,975
| +22% | +$271K | 0.75% | 38 |
|
|
2021
Q4 | $1.39M | Buy |
8,984
+875
| +11% | +$136K | 0.69% | 39 |
|
|
2021
Q3 | $1.37M | Sell |
8,109
-249
| -3% | -$42.1K | 0.7% | 42 |
|
|
2021
Q2 | $1.47M | Buy |
8,358
+656
| +9% | +$115K | 0.74% | 40 |
|
|
2021
Q1 | $1.42M | Hold |
7,702
| – | – | 0.79% | 35 |
|
|
2020
Q4 | $1.4M | Sell |
7,702
-80
| -1% | -$14.5K | 0.83% | 31 |
|
|
2020
Q3 | $966K | Sell |
7,782
-48
| -0.6% | -$5.96K | 0.6% | 39 |
|
|
2020
Q2 | $873K | Sell |
7,830
-90
| -1% | -$10K | 0.67% | 39 |
|
|
2020
Q1 | $765K | Sell |
7,920
-20,742
| -72% | -$2M | 0.69% | 34 |
|
|
2019
Q4 | $4.15M | Sell |
28,662
-705
| -2% | -$102K | 3.06% | 9 |
|
|
2019
Q3 | $3.83M | Sell |
29,367
-415
| -1% | -$54.1K | 3.21% | 6 |
|
|
2019
Q2 | $4.31M | Buy |
29,782
+1,739
| +6% | +$252K | 3.41% | 5 |
|
|
2019
Q1 | $3.11M | Buy |
28,043
+9,001
| +47% | +$1,000K | 2.69% | 7 |
|
|
2018
Q4 | $2.09M | Hold |
19,042
| – | – | 2.3% | 10 |
|
|
2018
Q3 | $2.23M | Sell |
19,042
-49
| -0.3% | -$5.73K | 2% | 13 |
|
|
2018
Q2 | $2M | Buy |
19,091
+50
| +0.3% | +$5.24K | 1.92% | 14 |
|
|
2018
Q1 | $1.91M | Sell |
19,041
-1,174
| -6% | -$118K | 1.96% | 14 |
|
|
2017
Q4 | $2.17M | Buy |
+20,215
| New | +$2.17M | 2.19% | 10 |
|