DeDora Capital’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 | $751K | Sell |
6,058
-1,793
| -23% | -$222K | 0.2% | 71 |
|
|
2025
Q1 | $775K | Sell |
7,851
-2,596
| -25% | -$256K | 0.22% | 68 |
|
|
2024
Q4 | $1.16M | Sell |
10,447
-215
| -2% | -$23.9K | 0.32% | 54 |
|
|
2024
Q3 | $1.03M | Buy |
10,662
+219
| +2% | +$21.1K | 0.29% | 60 |
|
|
2024
Q2 | $1.04M | Buy |
10,443
+979
| +10% | +$97.2K | 0.32% | 55 |
|
|
2024
Q1 | $1.16M | Buy |
9,464
+2,033
| +27% | +$249K | 0.37% | 54 |
|
|
2023
Q4 | $671K | Buy |
7,431
+11
| +0.1% | +$993 | 0.24% | 70 |
|
|
2023
Q3 | $601K | Buy |
7,420
+113
| +2% | +$9.16K | 0.24% | 73 |
|
|
2023
Q2 | $652K | Buy |
7,307
+98
| +1% | +$8.75K | 0.25% | 74 |
|
|
2023
Q1 | $722K | Buy |
7,209
+131
| +2% | +$13.1K | 0.31% | 68 |
|
|
2022
Q4 | $615K | Buy |
7,078
+126
| +2% | +$10.9K | 0.29% | 71 |
|
|
2022
Q3 | $656K | Sell |
6,952
-142
| -2% | -$13.4K | 0.34% | 64 |
|
|
2022
Q2 | $670K | Sell |
7,094
-455
| -6% | -$43K | 0.34% | 63 |
|
|
2022
Q1 | $1.04M | Buy |
7,549
+791
| +12% | +$108K | 0.42% | 51 |
|
|
2021
Q4 | $1.05M | Sell |
6,758
-48
| -0.7% | -$7.44K | 0.6% | 31 |
|
|
2021
Q3 | $1.15M | Sell |
6,806
-100
| -1% | -$16.9K | 0.5% | 45 |
|
|
2021
Q2 | $1.21M | Buy |
6,906
+197
| +3% | +$34.6K | 0.53% | 43 |
|
|
2021
Q1 | $1.24M | Buy |
6,709
+221
| +3% | +$40.8K | 0.59% | 39 |
|
|
2020
Q4 | $1.18M | Buy |
6,488
+44
| +0.7% | +$7.98K | 0.58% | 42 |
|
|
2020
Q3 | $800K | Buy |
6,444
+923
| +17% | +$115K | 0.45% | 54 |
|
|
2020
Q2 | $616K | Buy |
5,521
+157
| +3% | +$17.5K | 0.37% | 56 |
|
|
2020
Q1 | $518K | Buy |
5,364
+167
| +3% | +$16.1K | 0.39% | 55 |
|
|
2019
Q4 | $752K | Sell |
5,197
-161
| -3% | -$23.3K | 0.45% | 54 |
|
|
2019
Q3 | $698K | Sell |
5,358
-638
| -11% | -$83.1K | 0.48% | 50 |
|
|
2019
Q2 | $837K | Sell |
5,996
-29
| -0.5% | -$4.05K | 0.59% | 46 |
|
|
2019
Q1 | $669K | Buy |
6,025
+40
| +0.7% | +$4.44K | 0.5% | 48 |
|
|
2018
Q4 | $656K | Sell |
5,985
-221
| -4% | -$24.2K | 0.58% | 44 |
|
|
2018
Q3 | $726K | Sell |
6,206
-496
| -7% | -$58K | 0.55% | 41 |
|
|
2018
Q2 | $702K | Buy |
6,702
+143
| +2% | +$15K | 0.55% | 44 |
|
|
2018
Q1 | $659K | Sell |
6,559
-971
| -13% | -$97.6K | 0.54% | 45 |
|
|
2017
Q4 | $810K | Buy |
+7,530
| New | +$810K | 0.67% | 37 |
|