Delta Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.35M | Sell |
13,445
-1,063
| -7% | -$106K | 0.31% | 57 |
|
|
2024
Q4 | $1.62M | Buy |
+14,508
| New | +$1.62M | 0.38% | 47 |
|
|
2024
Q2 | – | Sell |
-14,696
| Closed | -$1.8M | – | 143 |
|
|
2024
Q1 | $1.8M | Sell |
14,696
-444
| -3% | -$54.3K | 0.53% | 36 |
|
|
2023
Q4 | $1.37M | Sell |
15,140
-1,498
| -9% | -$135K | 0.43% | 39 |
|
|
2023
Q3 | $1.35M | Buy |
+16,638
| New | +$1.35M | 0.47% | 42 |
|
|
2023
Q2 | – | Sell |
-16,311
| Closed | -$1.63M | – | 116 |
|
|
2023
Q1 | $1.63M | Sell |
16,311
-216
| -1% | -$21.6K | 0.64% | 24 |
|
|
2022
Q4 | $1.43M | Buy |
+16,527
| New | +$1.43M | 0.63% | 31 |
|