Empowered Funds’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 | $13.2M | Buy |
106,394
+2,649
| +3% | +$329K | 0.15% | 140 |
|
|
2025
Q1 | $10.2M | Buy |
103,745
+15,580
| +18% | +$1.54M | 0.15% | 148 |
|
|
2024
Q4 | $9.82M | Sell |
88,165
-2,795
| -3% | -$311K | 0.14% | 157 |
|
|
2024
Q3 | $8.75M | Buy |
90,960
+6,507
| +8% | +$626K | 0.14% | 178 |
|
|
2024
Q2 | $8.39M | Buy |
84,453
+15,318
| +22% | +$1.52M | 0.15% | 163 |
|
|
2024
Q1 | $8.46M | Buy |
69,135
+13,959
| +25% | +$1.71M | 0.15% | 156 |
|
|
2023
Q4 | $4.98M | Buy |
55,176
+3,215
| +6% | +$290K | 0.13% | 235 |
|
|
2023
Q3 | $4.21M | Buy |
51,961
+3,548
| +7% | +$288K | 0.12% | 219 |
|
|
2023
Q2 | $4.32M | Buy |
48,413
+12,356
| +34% | +$1.1M | 0.15% | 170 |
|
|
2023
Q1 | $3.61M | Buy |
+36,057
| New | +$3.61M | 0.21% | 137 |
|
|
2022
Q4 | – | Sell |
-9,251
| Closed | -$873K | – | 299 |
|
|
2022
Q3 | $873K | Buy |
9,251
+1,169
| +14% | +$110K | 0.08% | 195 |
|
|
2022
Q2 | $763K | Sell |
8,082
-177
| -2% | -$16.7K | 0.1% | 204 |
|
|
2022
Q1 | $1.13M | Buy |
+8,259
| New | +$1.13M | 0.12% | 175 |
|
|
2021
Q2 | – | Sell |
-6,378
| Closed | -$1.16M | – | 240 |
|
|
2021
Q1 | $1.16M | Hold |
6,378
| – | – | 0.22% | 135 |
|
|
2020
Q4 | $1.16M | Buy |
+6,378
| New | +$1.16M | 0.22% | 135 |
|