D.B. Root & Company’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,170
| Closed | -$242K | – | 187 |
|
|
2024
Q4 | $242K | Buy |
+2,170
| New | +$242K | 0.08% | 161 |
|
|
2022
Q2 | – | Sell |
-1,593
| Closed | -$218K | – | 171 |
|
|
2022
Q1 | $218K | Buy |
1,593
+24
| +2% | +$3.28K | 0.08% | 176 |
|
|
2021
Q4 | $243K | Buy |
1,569
+112
| +8% | +$17.3K | 0.09% | 172 |
|
|
2021
Q3 | $246K | Sell |
1,457
-5
| -0.3% | -$844 | 0.1% | 176 |
|
|
2021
Q2 | $257K | Sell |
1,462
-37
| -2% | -$6.5K | 0.1% | 184 |
|
|
2021
Q1 | $276K | Sell |
1,499
-969
| -39% | -$178K | 0.11% | 181 |
|
|
2020
Q4 | $447K | Buy |
2,468
+457
| +23% | +$82.8K | 0.18% | 147 |
|
|
2020
Q3 | $249K | Buy |
2,011
+131
| +7% | +$16.2K | 0.1% | 184 |
|
|
2020
Q2 | $209K | Sell |
1,880
-3,041
| -62% | -$338K | 0.09% | 186 |
|
|
2020
Q1 | $475K | Buy |
4,921
+2,733
| +125% | +$264K | 0.24% | 108 |
|
|
2019
Q4 | $316K | Sell |
2,188
-168
| -7% | -$24.3K | 0.14% | 165 |
|
|
2019
Q3 | $307K | Buy |
2,356
+28
| +1% | +$3.65K | 0.14% | 163 |
|
|
2019
Q2 | $325K | Buy |
+2,328
| New | +$325K | 0.14% | 162 |
|