Delos Wealth Advisors’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 | $166K | Buy |
+1,338
| New | +$166K | 0.13% | 56 |
|
|
2025
Q1 | – | Sell |
-1,229
| Closed | -$137K | – | 86 |
|
|
2024
Q4 | $137K | Buy |
+1,229
| New | +$137K | 0.11% | 54 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$4.47K | – | 237 |
|
|
2024
Q2 | $4.47K | Hold |
45
| – | – | ﹤0.01% | 163 |
|
|
2024
Q1 | $5.51K | Buy |
45
+39
| +650% | +$4.77K | 0.01% | 154 |
|
|
2023
Q4 | $542 | Hold |
6
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $503 | Hold |
6
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $536 | Hold |
6
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $601 | Hold |
6
| – | – | ﹤0.01% | 281 |
|
|
2022
Q4 | $521 | Hold |
6
| – | – | ﹤0.01% | 298 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 228 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$27K | – | 236 |
|
|
2022
Q1 | $27K | Sell |
200
-73
| -27% | -$9.86K | 0.03% | 97 |
|
|
2021
Q4 | $42K | Buy |
273
+264
| +2,933% | +$40.6K | 0.04% | 85 |
|
|
2021
Q3 | $2K | Buy |
9
+5
| +125% | +$1.11K | ﹤0.01% | 148 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 159 |
|