DA
DCM Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
97,828
+10,005
| +11% | +$1.24M | 5.2% | 6 |
|
|
2025
Q1 | $8.63M | Sell |
87,823
-3,527
| -4% | -$346K | 4.6% | 7 |
|
|
2024
Q4 | $10.2M | Buy |
91,350
+4,527
| +5% | +$504K | 4.77% | 4 |
|
|
2024
Q3 | $8.35M | Buy |
86,823
+2,138
| +3% | +$206K | 4.21% | 5 |
|
|
2024
Q2 | $8.41M | Sell |
84,685
-9,077
| -10% | -$901K | 4.44% | 3 |
|
|
2024
Q1 | $11.5M | Sell |
93,762
-9,486
| -9% | -$1.16M | 4.73% | 4 |
|
|
2023
Q4 | $9.32M | Buy |
103,248
+11,169
| +12% | +$1.01M | 3.34% | 6 |
|
|
2023
Q3 | $7.46M | Buy |
92,079
+18,109
| +24% | +$1.47M | 3.37% | 8 |
|
|
2023
Q2 | $6.6M | Buy |
73,970
+198
| +0.3% | +$17.7K | 2.83% | 12 |
|
|
2023
Q1 | $7.39M | Buy |
73,772
+507
| +0.7% | +$50.8K | 3.44% | 5 |
|
|
2022
Q4 | $6.37M | Buy |
73,265
+34,110
| +87% | +$2.96M | 3.09% | 9 |
|
|
2022
Q3 | $3.69M | Sell |
39,155
-30
| -0.1% | -$2.83K | 1.85% | 7 |
|
|
2022
Q2 | $3.7M | Buy |
39,185
+6,024
| +18% | +$569K | 1.6% | 10 |
|
|
2022
Q1 | $4.55M | Sell |
33,161
-3,196
| -9% | -$438K | 1.61% | 8 |
|
|
2021
Q4 | $5.63M | Buy |
36,357
+3,023
| +9% | +$468K | 1.66% | 9 |
|
|
2021
Q3 | $5.64M | Buy |
33,334
+20,312
| +156% | +$3.44M | 2.17% | 6 |
|
|
2021
Q2 | $2.29M | Sell |
13,022
-4,571
| -26% | -$803K | 1.3% | 7 |
|
|
2021
Q1 | $3.25M | Buy |
17,593
+1,293
| +8% | +$239K | 1.89% | 5 |
|
|
2020
Q4 | $2.95M | Buy |
+16,300
| New | +$2.95M | 1.72% | 6 |
|