CreativeOne Wealth’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 | $2.11M | Buy |
17,041
+5,676
| +50% | +$704K | 0.06% | 333 |
|
|
2025
Q1 | $1.12M | Sell |
11,365
-1,152
| -9% | -$114K | 0.03% | 444 |
|
|
2024
Q4 | $1.39M | Buy |
12,517
+1,069
| +9% | +$119K | 0.04% | 372 |
|
|
2024
Q3 | $1.1M | Buy |
11,448
+590
| +5% | +$56.8K | 0.04% | 407 |
|
|
2024
Q2 | $1.08M | Sell |
10,858
-33
| -0.3% | -$3.28K | 0.05% | 309 |
|
|
2024
Q1 | $1.33M | Buy |
10,891
+2,763
| +34% | +$338K | 0.05% | 318 |
|
|
2023
Q4 | $734K | Buy |
8,128
+1,358
| +20% | +$123K | 0.05% | 304 |
|
|
2023
Q3 | $549K | Sell |
6,770
-17,510
| -72% | -$1.42M | 0.04% | 326 |
|
|
2023
Q2 | $2.17M | Sell |
24,280
-588
| -2% | -$52.5K | 0.1% | 193 |
|
|
2023
Q1 | $2.49M | Sell |
24,868
-166
| -0.7% | -$16.6K | 0.12% | 143 |
|
|
2022
Q4 | $2.18M | Sell |
25,034
-1,148
| -4% | -$99.7K | 0.12% | 151 |
|
|
2022
Q3 | $2.47M | Buy |
26,182
+1,109
| +4% | +$105K | 0.15% | 120 |
|
|
2022
Q2 | $2.37M | Buy |
25,073
+894
| +4% | +$84.4K | 0.13% | 132 |
|
|
2022
Q1 | $3.32M | Buy |
24,179
+3,068
| +15% | +$421K | 0.17% | 100 |
|
|
2021
Q4 | $3.27M | Buy |
21,111
+774
| +4% | +$120K | 0.16% | 96 |
|
|
2021
Q3 | $3.48M | Sell |
20,337
-742
| -4% | -$127K | 0.2% | 93 |
|
|
2021
Q2 | $3.71M | Sell |
21,079
-5,313
| -20% | -$934K | 0.23% | 86 |
|
|
2021
Q1 | $4.87M | Buy |
26,392
+7,139
| +37% | +$1.32M | 0.37% | 52 |
|
|
2020
Q4 | $3.49M | Buy |
19,253
+16,822
| +692% | +$3.05M | 0.29% | 64 |
|
|
2020
Q3 | $301K | Buy |
2,431
+421
| +21% | +$52.1K | 0.04% | 205 |
|
|
2020
Q2 | $224K | Buy |
+2,010
| New | +$224K | 0.03% | 223 |
|
|
2020
Q1 | – | Sell |
-2,368
| Closed | -$342K | – | 198 |
|
|
2019
Q4 | $342K | Sell |
2,368
-83
| -3% | -$12K | 0.06% | 148 |
|
|
2019
Q3 | $320K | Buy |
2,451
+5
| +0.2% | +$653 | 0.06% | 125 |
|
|
2019
Q2 | $342K | Buy |
+2,446
| New | +$342K | 0.07% | 114 |
|