Delta Financial 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 | $1.86M | Buy |
14,998
+2,174
| +17% | +$270K | 0.65% | 48 |
|
|
2025
Q1 | $1.27M | Sell |
12,824
-189
| -1% | -$18.7K | 0.48% | 61 |
|
|
2024
Q4 | $1.45M | Sell |
13,013
-291
| -2% | -$32.4K | 0.54% | 56 |
|
|
2024
Q3 | $1.28M | Sell |
13,304
-1,800
| -12% | -$173K | 0.46% | 63 |
|
|
2024
Q2 | $1.5M | Buy |
15,104
+318
| +2% | +$31.6K | 0.58% | 56 |
|
|
2024
Q1 | $1.81M | Buy |
14,786
+1,367
| +10% | +$167K | 0.72% | 49 |
|
|
2023
Q4 | $1.21M | Sell |
13,419
-1,010
| -7% | -$91.2K | 0.53% | 62 |
|
|
2023
Q3 | $1.17M | Buy |
14,429
+2,236
| +18% | +$181K | 0.53% | 63 |
|
|
2023
Q2 | $1.09M | Buy |
12,193
+438
| +4% | +$39.1K | 0.48% | 65 |
|
|
2023
Q1 | $1.18M | Hold |
11,755
| – | – | 0.57% | 59 |
|
|
2022
Q4 | $1.02M | Sell |
11,755
-6,520
| -36% | -$566K | 0.5% | 64 |
|
|
2022
Q3 | $1.72M | Buy |
18,275
+180
| +1% | +$17K | 0.92% | 42 |
|
|
2022
Q2 | $1.71M | Sell |
18,095
-231
| -1% | -$21.8K | 0.85% | 43 |
|
|
2022
Q1 | $2.51M | Buy |
18,326
+120
| +0.7% | +$16.5K | 1.07% | 30 |
|
|
2021
Q4 | $2.82M | Sell |
18,206
-27
| -0.1% | -$4.18K | 1.15% | 26 |
|
|
2021
Q3 | $3.08M | Buy |
18,233
+58
| +0.3% | +$9.81K | 1.37% | 17 |
|
|
2021
Q2 | $3.2M | Buy |
18,175
+173
| +1% | +$30.4K | 1.4% | 15 |
|
|
2021
Q1 | $3.32M | Buy |
18,002
+187
| +1% | +$34.5K | 1.55% | 13 |
|
|
2020
Q4 | $3.23M | Sell |
17,815
-340
| -2% | -$61.6K | 1.62% | 12 |
|
|
2020
Q3 | $2.25M | Sell |
18,155
-469
| -3% | -$58.2K | 1.25% | 22 |
|
|
2020
Q2 | $2.08M | Buy |
18,624
+135
| +0.7% | +$15.1K | 1.22% | 25 |
|
|
2020
Q1 | $1.79M | Sell |
18,489
-5,201
| -22% | -$502K | 1.23% | 28 |
|
|
2019
Q4 | $3.43M | Sell |
23,690
-416
| -2% | -$60.2K | 1.34% | 25 |
|
|
2019
Q3 | $3.14M | Buy |
24,106
+431
| +2% | +$56.2K | 1.27% | 27 |
|
|
2019
Q2 | $3.31M | Buy |
+23,675
| New | +$3.31M | 1.37% | 22 |
|