Creative Financial Designs’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 | $267K | Sell |
2,156
-166
| -7% | -$20.6K | 0.02% | 429 |
|
2025
Q1 | $229K | Sell |
2,322
-116
| -5% | -$11.4K | 0.02% | 412 |
|
2024
Q4 | $272K | Buy |
2,438
+52
| +2% | +$5.79K | 0.02% | 379 |
|
2024
Q3 | $229K | Sell |
2,386
-665
| -22% | -$64K | 0.02% | 418 |
|
2024
Q2 | $303K | Buy |
3,051
+258
| +9% | +$25.6K | 0.03% | 354 |
|
2024
Q1 | $342K | Sell |
2,793
-5,362
| -66% | -$656K | 0.03% | 318 |
|
2023
Q4 | $736K | Buy |
8,155
+5,232
| +179% | +$472K | 0.07% | 193 |
|
2023
Q3 | $237K | Sell |
2,923
-201
| -6% | -$16.3K | 0.03% | 306 |
|
2023
Q2 | $279K | Sell |
3,124
-517
| -14% | -$46.2K | 0.03% | 287 |
|
2023
Q1 | $365K | Buy |
3,641
+249
| +7% | +$24.9K | 0.05% | 246 |
|
2022
Q4 | $295K | Sell |
3,392
-231
| -6% | -$20.1K | 0.04% | 265 |
|
2022
Q3 | $342K | Buy |
3,623
+101
| +3% | +$9.53K | 0.06% | 228 |
|
2022
Q2 | $332K | Sell |
3,522
-31
| -0.9% | -$2.92K | 0.05% | 229 |
|
2022
Q1 | $487K | Buy |
3,553
+287
| +9% | +$39.3K | 0.07% | 193 |
|
2021
Q4 | $506K | Sell |
3,266
-1,040
| -24% | -$161K | 0.08% | 188 |
|
2021
Q3 | $729K | Sell |
4,306
-184
| -4% | -$31.2K | 0.12% | 145 |
|
2021
Q2 | $789K | Buy |
4,490
+64
| +1% | +$11.2K | 0.14% | 135 |
|
2021
Q1 | $817K | Buy |
4,426
+290
| +7% | +$53.5K | 0.16% | 116 |
|
2020
Q4 | $749K | Buy |
4,136
+49
| +1% | +$8.87K | 0.16% | 112 |
|
2020
Q3 | $507K | Sell |
4,087
-125
| -3% | -$15.5K | 0.13% | 133 |
|
2020
Q2 | $470K | Buy |
4,212
+2,649
| +169% | +$296K | 0.14% | 120 |
|
2020
Q1 | $151K | Buy |
1,563
+481
| +44% | +$46.5K | 0.08% | 146 |
|
2019
Q4 | $160K | Sell |
1,082
-265
| -20% | -$39.2K | 0.07% | 169 |
|
2019
Q3 | $174K | Buy |
1,347
+285
| +27% | +$36.8K | 0.09% | 150 |
|
2019
Q2 | $150K | Sell |
1,062
-150
| -12% | -$21.2K | 0.08% | 152 |
|
2019
Q1 | $135K | Buy |
1,212
+816
| +206% | +$90.9K | 0.08% | 149 |
|
2018
Q4 | $43K | Sell |
396
-402
| -50% | -$43.7K | 0.03% | 205 |
|
2018
Q3 | $93K | Sell |
798
-813
| -50% | -$94.7K | 0.05% | 163 |
|
2018
Q2 | $169K | Sell |
1,611
-205
| -11% | -$21.5K | 0.1% | 138 |
|
2018
Q1 | $182K | Buy |
1,816
+174
| +11% | +$17.4K | 0.12% | 119 |
|
2017
Q4 | $176K | Buy |
1,642
+365
| +29% | +$39.1K | 0.12% | 119 |
|
2017
Q3 | $126K | Buy |
1,277
+139
| +12% | +$13.7K | 0.07% | 165 |
|
2017
Q2 | $121K | Buy |
1,138
+11
| +1% | +$1.17K | 0.08% | 166 |
|
2017
Q1 | $128K | Sell |
1,127
-75
| -6% | -$8.52K | 0.09% | 162 |
|
2016
Q4 | $125K | Buy |
+1,202
| New | +$125K | 0.1% | 158 |
|