Darwin Wealth Management’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 | $171K | Sell |
1,378
-286
| -17% | -$35.5K | 0.06% | 134 |
|
|
2025
Q1 | $185K | Hold |
1,664
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $185K | Sell |
1,664
-161
| -9% | -$17.9K | 0.06% | 134 |
|
|
2024
Q3 | $176K | Buy |
+1,825
| New | +$176K | 0.05% | 155 |
|
|
2024
Q2 | – | Sell |
-1,828
| Closed | -$224K | – | 93 |
|
|
2024
Q1 | $224K | Buy |
+1,828
| New | +$224K | 0.06% | 126 |
|
|
2023
Q1 | – | Sell |
-2,300
| Closed | -$229K | – | 160 |
|
|
2022
Q4 | $229K | Sell |
2,300
-768
| -25% | -$76.3K | 0.06% | 151 |
|
|
2022
Q3 | $299K | Sell |
3,068
-763
| -20% | -$74.4K | 0.07% | 124 |
|
|
2022
Q2 | $401K | Buy |
3,831
+1,263
| +49% | +$132K | 0.08% | 122 |
|
|
2022
Q1 | $352K | Sell |
2,568
-343
| -12% | -$47K | 0.06% | 136 |
|
|
2021
Q4 | $430K | Sell |
2,911
-749
| -20% | -$111K | 0.07% | 124 |
|
|
2021
Q3 | $619K | Sell |
3,660
-782
| -18% | -$132K | 0.1% | 106 |
|
|
2021
Q2 | $781K | Sell |
4,442
-82
| -2% | -$14.4K | 0.13% | 95 |
|
|
2021
Q1 | $834K | Buy |
4,524
+129
| +3% | +$23.8K | 0.15% | 91 |
|
|
2020
Q4 | $796K | Buy |
4,395
+372
| +9% | +$67.4K | 0.15% | 93 |
|
|
2020
Q3 | $499K | Sell |
4,023
-1,228
| -23% | -$152K | 0.11% | 100 |
|
|
2020
Q2 | $585K | Buy |
5,251
+723
| +16% | +$80.5K | 0.15% | 94 |
|
|
2020
Q1 | $437K | Sell |
4,528
-19,141
| -81% | -$1.85M | 0.14% | 90 |
|
|
2019
Q4 | $3.42M | Buy |
23,669
+637
| +3% | +$92.1K | 0.91% | 32 |
|
|
2019
Q3 | $3M | Buy |
23,032
+1,241
| +6% | +$162K | 0.89% | 43 |
|
|
2019
Q2 | $3.04M | Sell |
21,791
-966
| -4% | -$135K | 0.94% | 35 |
|
|
2019
Q1 | $2.53M | Buy |
22,757
+19,441
| +586% | +$2.16M | 0.83% | 46 |
|
|
2018
Q4 | $364K | Buy |
3,316
+290
| +10% | +$31.8K | 0.25% | 63 |
|
|
2018
Q3 | $354K | Buy |
3,026
+112
| +4% | +$13.1K | 0.2% | 86 |
|
|
2018
Q2 | $303K | Buy |
2,914
+263
| +10% | +$27.3K | 0.2% | 94 |
|
|
2018
Q1 | $266K | Buy |
2,651
+14
| +0.5% | +$1.41K | 0.19% | 101 |
|
|
2017
Q4 | $285K | Buy |
2,637
+363
| +16% | +$39.2K | 0.12% | 128 |
|
|
2017
Q3 | $224K | Buy |
2,274
+203
| +10% | +$20K | 0.22% | 86 |
|
|
2017
Q2 | $220K | Buy |
2,071
+12
| +0.6% | +$1.28K | 0.12% | 121 |
|
|
2017
Q1 | $233K | Sell |
2,059
-63
| -3% | -$7.13K | 0.14% | 115 |
|
|
2016
Q4 | $221K | Buy |
+2,122
| New | +$221K | 0.15% | 97 |
|