Elmwood Wealth Management’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 | $1.33M | Sell |
10,724
-928
| -8% | -$115K | 0.53% | 62 |
|
|
2025
Q1 | $1.15M | Sell |
11,652
-1,808
| -13% | -$178K | 0.47% | 70 |
|
|
2024
Q4 | $1.5M | Buy |
13,460
+308
| +2% | +$34.3K | 0.6% | 59 |
|
|
2024
Q3 | $1.27M | Buy |
13,152
+18
| +0.1% | +$1.73K | 0.52% | 68 |
|
|
2024
Q2 | $1.3M | Sell |
13,134
-645
| -5% | -$64K | 0.58% | 61 |
|
|
2024
Q1 | $1.69M | Buy |
13,779
+1,343
| +11% | +$164K | 0.72% | 54 |
|
|
2023
Q4 | $1.12M | Sell |
12,436
-2,234
| -15% | -$202K | 0.79% | 42 |
|
|
2023
Q3 | $1.19M | Sell |
14,670
-132
| -0.9% | -$10.7K | 0.57% | 59 |
|
|
2023
Q2 | $1.32M | Sell |
14,802
-133
| -0.9% | -$11.9K | 0.62% | 53 |
|
|
2023
Q1 | $1.5M | Buy |
14,935
+1,112
| +8% | +$111K | 0.71% | 46 |
|
|
2022
Q4 | $1.2M | Buy |
13,823
+117
| +0.9% | +$10.2K | 0.6% | 57 |
|
|
2022
Q3 | $1.29M | Sell |
13,706
-45
| -0.3% | -$4.25K | 0.65% | 52 |
|
|
2022
Q2 | $1.3M | Buy |
13,751
+1,150
| +9% | +$109K | 0.74% | 53 |
|
|
2022
Q1 | $1.73M | Buy |
12,601
+645
| +5% | +$88.5K | 0.89% | 45 |
|
|
2021
Q4 | $1.85M | Buy |
+11,956
| New | +$1.85M | 0.88% | 41 |
|
|
2021
Q2 | $1.58M | Buy |
8,984
+3,887
| +76% | +$683K | 0.83% | 42 |
|
|
2021
Q1 | $940K | Buy |
+5,097
| New | +$940K | 0.57% | 64 |
|
|
2020
Q3 | $588K | Hold |
5,272
| – | – | 0.48% | 68 |
|
|
2020
Q2 | $588K | Sell |
5,272
-3,306
| -39% | -$369K | 0.48% | 68 |
|
|
2020
Q1 | $862K | Buy |
8,578
+1,291
| +18% | +$130K | 0.82% | 44 |
|
|
2019
Q4 | $1.05M | Sell |
7,287
-223
| -3% | -$32.3K | 0.92% | 45 |
|
|
2019
Q3 | $979K | Sell |
7,510
-24
| -0.3% | -$3.13K | 0.99% | 42 |
|
|
2019
Q2 | $1.05M | Sell |
7,534
-50
| -0.7% | -$6.98K | 0.93% | 41 |
|
|
2019
Q1 | $842K | Sell |
7,584
-125
| -2% | -$13.9K | 0.78% | 53 |
|
|
2018
Q4 | $845K | Sell |
7,709
-225
| -3% | -$24.7K | 0.82% | 43 |
|
|
2018
Q3 | $928K | Sell |
7,934
-168
| -2% | -$19.6K | 0.77% | 48 |
|
|
2018
Q2 | $849K | Sell |
8,102
-476
| -6% | -$49.9K | 0.77% | 47 |
|
|
2018
Q1 | $862K | Buy |
+8,578
| New | +$862K | 0.82% | 44 |
|