CX Institutional’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 | $1.19M | Buy |
9,619
+399
| +4% | +$49.5K | 0.04% | 247 |
|
|
2025
Q1 | $910K | Sell |
9,220
-52
| -0.6% | -$5.13K | 0.03% | 281 |
|
|
2024
Q4 | $1.03M | Buy |
9,272
+1,222
| +15% | +$136K | 0.04% | 252 |
|
|
2024
Q3 | $774K | Sell |
8,050
-1,042
| -11% | -$100K | 0.03% | 317 |
|
|
2024
Q2 | $903K | Buy |
9,092
+115
| +1% | +$11.4K | 0.04% | 293 |
|
|
2024
Q1 | $1.1M | Buy |
8,977
+1,192
| +15% | +$146K | 0.05% | 270 |
|
|
2023
Q4 | $703K | Buy |
7,785
+4,420
| +131% | +$399K | 0.04% | 297 |
|
|
2023
Q3 | $273K | Sell |
3,365
-4,758
| -59% | -$386K | 0.02% | 416 |
|
|
2023
Q2 | $725K | Buy |
8,123
+508
| +7% | +$45.4K | 0.04% | 313 |
|
|
2023
Q1 | $761K | Buy |
7,615
+4,886
| +179% | +$488K | 0.04% | 316 |
|
|
2022
Q4 | $237K | Sell |
2,729
-464
| -15% | -$40.3K | 0.01% | 473 |
|
|
2022
Q3 | $301K | Sell |
3,193
-18,050
| -85% | -$1.7M | 0.02% | 391 |
|
|
2022
Q2 | $2.01M | Buy |
21,243
+7,566
| +55% | +$714K | 0.15% | 169 |
|
|
2022
Q1 | $1.88M | Buy |
13,677
+2,723
| +25% | +$373K | 0.15% | 163 |
|
|
2021
Q4 | $1.7M | Buy |
10,954
+8,514
| +349% | +$1.32M | 0.13% | 162 |
|
|
2021
Q3 | $413K | Sell |
2,440
-15
| -0.6% | -$2.54K | 0.03% | 282 |
|
|
2021
Q2 | $432K | Buy |
2,455
+49
| +2% | +$8.62K | 0.04% | 259 |
|
|
2021
Q1 | $444K | Buy |
2,406
+45
| +2% | +$8.3K | 0.04% | 233 |
|
|
2020
Q4 | $428K | Buy |
2,361
+354
| +18% | +$64.2K | 0.04% | 239 |
|
|
2020
Q3 | $249K | Buy |
2,007
+648
| +48% | +$80.4K | 0.03% | 248 |
|
|
2020
Q2 | $152K | Buy |
1,359
+695
| +105% | +$77.7K | 0.02% | 259 |
|
|
2020
Q1 | $64K | Sell |
664
-144
| -18% | -$13.9K | 0.01% | 298 |
|
|
2019
Q4 | $117K | Sell |
808
-74
| -8% | -$10.7K | 0.02% | 222 |
|
|
2019
Q3 | $115K | Sell |
882
-1,359
| -61% | -$177K | 0.02% | 237 |
|
|
2019
Q2 | $313K | Buy |
2,241
+444
| +25% | +$62K | 0.05% | 191 |
|
|
2019
Q1 | $200K | Buy |
1,797
+1,068
| +147% | +$119K | 0.04% | 215 |
|
|
2018
Q4 | $80K | Buy |
+729
| New | +$80K | 0.02% | 217 |
|
|
2018
Q3 | – | Sell |
-12,327
| Closed | -$1.29M | – | 340 |
|
|
2018
Q2 | $1.29M | Buy |
+12,327
| New | +$1.29M | 0.48% | 65 |
|