Ellevest Inc’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 | $911K | Sell |
7,343
-2,415
| -25% | -$299K | 0.15% | 107 |
|
|
2025
Q1 | $963K | Buy |
9,758
+2,220
| +29% | +$219K | 0.06% | 108 |
|
|
2024
Q4 | $839K | Sell |
7,538
-148
| -2% | -$16.5K | 0.05% | 123 |
|
|
2024
Q3 | $739K | Sell |
7,686
-1,392
| -15% | -$134K | 0.04% | 147 |
|
|
2024
Q2 | $901K | Sell |
9,078
-102
| -1% | -$10.1K | 0.05% | 107 |
|
|
2024
Q1 | $1.12M | Buy |
9,180
+213
| +2% | +$26.1K | 0.07% | 85 |
|
|
2023
Q4 | $810K | Buy |
8,967
+2,979
| +50% | +$269K | 0.06% | 109 |
|
|
2023
Q3 | $485K | Buy |
5,988
+761
| +15% | +$61.7K | 0.04% | 154 |
|
|
2023
Q2 | $467K | Sell |
5,227
-1,464
| -22% | -$131K | 0.04% | 167 |
|
|
2023
Q1 | $670K | Buy |
6,691
+244
| +4% | +$24.4K | 0.05% | 89 |
|
|
2022
Q4 | $560K | Sell |
6,447
-1,328
| -17% | -$115K | 0.05% | 107 |
|
|
2022
Q3 | $733K | Buy |
7,775
+3,363
| +76% | +$317K | 0.07% | 65 |
|
|
2022
Q2 | $416K | Sell |
4,412
-1,025
| -19% | -$96.6K | 0.04% | 130 |
|
|
2022
Q1 | $746K | Buy |
5,437
+616
| +13% | +$84.5K | 0.06% | 73 |
|
|
2021
Q4 | $747K | Buy |
4,821
+2,444
| +103% | +$379K | 0.07% | 69 |
|
|
2021
Q3 | $402K | Buy |
2,377
+1,309
| +123% | +$221K | 0.04% | 124 |
|
|
2021
Q2 | $188K | Sell |
1,068
-36
| -3% | -$6.34K | 0.02% | 273 |
|
|
2021
Q1 | $204K | Sell |
1,104
-625
| -36% | -$115K | 0.02% | 218 |
|
|
2020
Q4 | $313K | Sell |
1,729
-46
| -3% | -$8.33K | 0.05% | 97 |
|
|
2020
Q3 | $220K | Sell |
1,775
-545
| -23% | -$67.5K | 0.04% | 122 |
|
|
2020
Q2 | $259K | Sell |
2,320
-853
| -27% | -$95.2K | 0.06% | 93 |
|
|
2020
Q1 | $307K | Sell |
3,173
-45
| -1% | -$4.35K | 0.08% | 63 |
|
|
2019
Q4 | $465K | Buy |
3,218
+676
| +27% | +$97.7K | 0.13% | 32 |
|
|
2019
Q3 | $331K | Buy |
2,542
+53
| +2% | +$6.9K | 0.12% | 37 |
|
|
2019
Q2 | $348K | Buy |
2,489
+434
| +21% | +$60.7K | 0.14% | 35 |
|
|
2019
Q1 | $228K | Buy |
2,055
+277
| +16% | +$30.7K | 0.11% | 44 |
|
|
2018
Q4 | $197K | Buy |
+1,778
| New | +$197K | 0.1% | 63 |
|