Covestor’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 | $68K | Sell |
546
-12
| -2% | -$1.5K | 0.04% | 764 |
|
|
2025
Q1 | $55K | Buy |
558
+42
| +8% | +$4.14K | 0.04% | 804 |
|
|
2024
Q4 | $57K | Buy |
516
+12
| +2% | +$1.33K | 0.04% | 799 |
|
|
2024
Q3 | $48K | Hold |
504
| – | – | 0.03% | 891 |
|
|
2024
Q2 | $50K | Sell |
504
-769
| -60% | -$76.3K | 0.03% | 853 |
|
|
2024
Q1 | $155K | Sell |
1,273
-2,107
| -62% | -$257K | 0.1% | 266 |
|
|
2023
Q4 | $305K | Buy |
3,380
+174
| +5% | +$15.7K | 0.21% | 42 |
|
|
2023
Q3 | $260K | Buy |
3,206
+999
| +45% | +$81K | 0.2% | 56 |
|
|
2023
Q2 | $197K | Buy |
2,207
+354
| +19% | +$31.6K | 0.15% | 121 |
|
|
2023
Q1 | $185K | Sell |
1,853
-246
| -12% | -$24.6K | 0.16% | 127 |
|
|
2022
Q4 | $182K | Sell |
2,099
-293
| -12% | -$25.4K | 0.15% | 143 |
|
|
2022
Q3 | $226K | Sell |
2,392
-1,322
| -36% | -$125K | 0.2% | 65 |
|
|
2022
Q2 | $351K | Buy |
3,714
+783
| +27% | +$74K | 0.28% | 40 |
|
|
2022
Q1 | $402K | Buy |
2,931
+581
| +25% | +$79.7K | 0.27% | 33 |
|
|
2021
Q4 | $364K | Buy |
+2,350
| New | +$364K | 0.51% | 8 |
|