Crewe Advisors’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 | $409K | Buy |
3,296
+27
| +0.8% | +$3.35K | 0.06% | 107 |
|
|
2025
Q1 | $323K | Sell |
3,269
-249
| -7% | -$24.6K | 0.05% | 108 |
|
|
2024
Q4 | $392K | Sell |
3,518
-100
| -3% | -$11.1K | 0.05% | 96 |
|
|
2024
Q3 | $348K | Sell |
3,618
-136
| -4% | -$13.1K | 0.04% | 108 |
|
|
2024
Q2 | $373K | Sell |
3,754
-55
| -1% | -$5.46K | 0.04% | 127 |
|
|
2024
Q1 | $466K | Buy |
+3,809
| New | +$466K | 0.05% | 105 |
|
|
2023
Q3 | – | Sell |
-4,723
| Closed | -$422K | – | 671 |
|
|
2023
Q2 | $422K | Sell |
4,723
-872
| -16% | -$77.8K | 0.06% | 85 |
|
|
2023
Q1 | $560K | Buy |
5,595
+305
| +6% | +$30.5K | 0.08% | 77 |
|
|
2022
Q4 | $460K | Sell |
5,290
-1,845
| -26% | -$160K | 0.07% | 82 |
|
|
2022
Q3 | $673K | Buy |
7,135
+310
| +5% | +$29.2K | 0.12% | 59 |
|
|
2022
Q2 | $644K | Buy |
6,825
+2,896
| +74% | +$273K | 0.14% | 47 |
|
|
2022
Q1 | $539K | Buy |
3,929
+879
| +29% | +$121K | 0.11% | 50 |
|
|
2021
Q4 | $472K | Buy |
3,050
+850
| +39% | +$132K | 0.1% | 48 |
|
|
2021
Q3 | $372K | Buy |
2,200
+40
| +2% | +$6.76K | 0.09% | 43 |
|
|
2021
Q2 | $380K | Buy |
2,160
+317
| +17% | +$55.8K | 0.09% | 41 |
|
|
2021
Q1 | $340K | Buy |
1,843
+5
| +0.3% | +$922 | 0.08% | 42 |
|
|
2020
Q4 | $333K | Buy |
1,838
+37
| +2% | +$6.7K | 0.13% | 41 |
|
|
2020
Q3 | $223K | Buy |
1,801
+1,502
| +502% | +$186K | 0.1% | 44 |
|
|
2020
Q2 | $33K | Buy |
299
+55
| +23% | +$6.07K | 0.02% | 120 |
|
|
2020
Q1 | $24K | Sell |
244
-541
| -69% | -$53.2K | 0.01% | 117 |
|
|
2019
Q4 | $114K | Sell |
785
-930
| -54% | -$135K | 0.05% | 75 |
|
|
2019
Q3 | $223K | Sell |
1,715
-1,983
| -54% | -$258K | 0.1% | 52 |
|
|
2019
Q2 | $516K | Buy |
3,698
+2,713
| +275% | +$379K | 0.17% | 34 |
|
|
2019
Q1 | $109K | Buy |
985
+705
| +252% | +$78K | 0.03% | 87 |
|
|
2018
Q4 | $31K | Buy |
280
+100
| +56% | +$11.1K | 0.01% | 138 |
|
|
2018
Q3 | $21K | Sell |
180
-147
| -45% | -$17.2K | 0.02% | 170 |
|
|
2018
Q2 | $34K | Buy |
327
+45
| +16% | +$4.68K | 0.03% | 147 |
|
|
2018
Q1 | $28K | Hold |
282
| – | – | 0.03% | 160 |
|
|
2017
Q4 | $30K | Buy |
+282
| New | +$30K | 0.03% | 160 |
|