Elevated Capital 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 | $888K | Hold |
8,998
| – | – | 0.25% | 118 |
|
|
2025
Q1 | $888K | Sell |
8,998
-293
| -3% | -$28.9K | 0.25% | 118 |
|
|
2024
Q4 | $1.03M | Buy |
9,291
+979
| +12% | +$109K | 0.28% | 97 |
|
|
2024
Q3 | $800K | Buy |
8,312
+1,740
| +26% | +$167K | 0.21% | 150 |
|
|
2024
Q2 | $653K | Buy |
6,572
+465
| +8% | +$46.2K | 0.18% | 153 |
|
|
2024
Q1 | $747K | Buy |
6,107
+291
| +5% | +$35.6K | 0.21% | 112 |
|
|
2023
Q4 | $525K | Sell |
5,816
-106
| -2% | -$9.57K | 0.16% | 127 |
|
|
2023
Q3 | $480K | Buy |
5,922
+1,480
| +33% | +$120K | 0.16% | 125 |
|
|
2023
Q2 | $397K | Buy |
4,442
+487
| +12% | +$43.5K | 0.13% | 146 |
|
|
2023
Q1 | $396K | Sell |
3,955
-266
| -6% | -$26.6K | 0.14% | 135 |
|
|
2022
Q4 | $367K | Buy |
+4,221
| New | +$367K | 0.14% | 129 |
|
|
2021
Q3 | $205K | Buy |
+1,213
| New | +$205K | 0.07% | 177 |
|
|
2021
Q1 | – | Sell |
-1,116
| Closed | -$202K | – | 164 |
|
|
2020
Q4 | $202K | Buy |
+1,116
| New | +$202K | 0.09% | 164 |
|