Cornerstone 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 | $730K | Buy |
5,890
+86
| +1% | +$10.7K | 0.08% | 117 |
|
|
2025
Q1 | $535K | Sell |
5,804
-452
| -7% | -$41.7K | 0.06% | 138 |
|
|
2024
Q4 | $690K | Sell |
6,256
-80
| -1% | -$8.83K | 0.08% | 118 |
|
|
2024
Q3 | $609K | Sell |
6,336
-1,119
| -15% | -$108K | 0.08% | 116 |
|
|
2024
Q2 | $740K | Sell |
7,455
-2,451
| -25% | -$243K | 0.1% | 95 |
|
|
2024
Q1 | $1.21M | Buy |
9,906
+283
| +3% | +$34.6K | 0.17% | 76 |
|
|
2023
Q4 | $869K | Sell |
9,623
-1,658
| -15% | -$150K | 0.14% | 92 |
|
|
2023
Q3 | $914K | Sell |
11,281
-732
| -6% | -$59.3K | 0.16% | 86 |
|
|
2023
Q2 | $1.07M | Sell |
12,013
-2,538
| -17% | -$227K | 0.19% | 75 |
|
|
2023
Q1 | $1.46M | Sell |
14,551
-126
| -0.9% | -$12.6K | 0.26% | 59 |
|
|
2022
Q4 | $1.28M | Sell |
14,677
-113
| -0.8% | -$9.82K | 0.25% | 63 |
|
|
2022
Q3 | $1.4M | Buy |
14,790
+94
| +0.6% | +$8.87K | 0.31% | 55 |
|
|
2022
Q2 | $1.39M | Sell |
14,696
-5,899
| -29% | -$557K | 0.32% | 51 |
|
|
2022
Q1 | $2.83M | Buy |
20,595
+5,534
| +37% | +$759K | 0.43% | 41 |
|
|
2021
Q4 | $2.33M | Buy |
15,061
+550
| +4% | +$85.2K | 0.34% | 49 |
|
|
2021
Q3 | $2.46M | Sell |
14,511
-420
| -3% | -$71.1K | 0.41% | 44 |
|
|
2021
Q2 | $2.63M | Sell |
14,931
-487
| -3% | -$85.6K | 0.44% | 43 |
|
|
2021
Q1 | $2.85M | Sell |
15,418
-193
| -1% | -$35.6K | 0.54% | 39 |
|
|
2020
Q4 | $2.83M | Sell |
15,611
-1,184
| -7% | -$214K | 0.57% | 43 |
|
|
2020
Q3 | $2.08M | Sell |
16,795
-228
| -1% | -$28.3K | 0.49% | 46 |
|
|
2020
Q2 | $1.9M | Sell |
17,023
-1,786
| -9% | -$199K | 0.5% | 45 |
|
|
2020
Q1 | $1.82M | Buy |
18,809
+5,099
| +37% | +$493K | 0.55% | 48 |
|
|
2019
Q4 | $1.98M | Buy |
13,710
+2,267
| +20% | +$328K | 0.41% | 58 |
|
|
2019
Q3 | $1.49M | Buy |
11,443
+73
| +0.6% | +$9.51K | 0.32% | 60 |
|
|
2019
Q2 | $1.59M | Buy |
11,370
+125
| +1% | +$17.5K | 0.34% | 60 |
|
|
2019
Q1 | $1.25M | Buy |
11,245
+677
| +6% | +$75.2K | 0.27% | 65 |
|
|
2018
Q4 | $1.16M | Buy |
10,568
+31
| +0.3% | +$3.4K | 0.3% | 65 |
|
|
2018
Q3 | $1.23M | Sell |
10,537
-261
| -2% | -$30.5K | 0.37% | 59 |
|
|
2018
Q2 | $1.13M | Buy |
10,798
+2,456
| +29% | +$257K | 0.37% | 59 |
|
|
2018
Q1 | $838K | Buy |
8,342
+2,024
| +32% | +$203K | 0.3% | 63 |
|
|
2017
Q4 | $679K | Buy |
6,318
+274
| +5% | +$29.4K | 0.23% | 79 |
|
|
2017
Q3 | $596K | Sell |
6,044
-123
| -2% | -$12.1K | 0.2% | 80 |
|
|
2017
Q2 | $655K | Sell |
6,167
-321
| -5% | -$34.1K | 0.22% | 75 |
|
|
2017
Q1 | $736K | Sell |
6,488
-1,320
| -17% | -$150K | 0.37% | 44 |
|
|
2016
Q4 | $814K | Buy |
7,808
+1,210
| +18% | +$126K | 0.61% | 29 |
|
|
2016
Q3 | $613K | Hold |
6,598
| – | – | 0.5% | 34 |
|
|
2016
Q2 | $645K | Sell |
6,598
-82
| -1% | -$8.02K | 0.54% | 30 |
|
|
2016
Q1 | $663K | Sell |
6,680
-15
| -0.2% | -$1.49K | 0.57% | 28 |
|
|
2015
Q4 | $703K | Buy |
+6,695
| New | +$703K | 0.61% | 28 |
|