Evoke Wealth’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 | $5.33M | Buy |
42,801
+648
| +2% | +$80.7K | 0.12% | 75 |
|
|
2025
Q1 | $4.16M | Sell |
42,153
-257
| -0.6% | -$25.4K | 0.11% | 78 |
|
|
2024
Q4 | $4.74M | Sell |
42,410
-2,458
| -5% | -$275K | 0.13% | 73 |
|
|
2024
Q3 | $4.32M | Buy |
+44,868
| New | +$4.32M | 0.12% | 77 |
|
|
2024
Q2 | – | Sell |
-45,992
| Closed | -$5.63M | – | 178 |
|
|
2024
Q1 | $5.63M | Buy |
+45,992
| New | +$5.63M | 0.17% | 61 |
|
|
2023
Q4 | – | Sell |
-40,008
| Closed | -$3.24M | – | 161 |
|
|
2023
Q3 | $3.24M | Sell |
40,008
-713
| -2% | -$57.8K | 0.11% | 87 |
|
|
2023
Q2 | $3.64M | Sell |
40,721
-31,476
| -44% | -$2.81M | 0.13% | 79 |
|
|
2023
Q1 | $4.22M | Buy |
72,197
+3,345
| +5% | +$196K | 0.15% | 66 |
|
|
2022
Q4 | $3.74M | Buy |
68,852
+27,310
| +66% | +$1.48M | 0.14% | 83 |
|
|
2022
Q3 | $3.89M | Sell |
41,542
-177
| -0.4% | -$16.6K | 0.16% | 63 |
|
|
2022
Q2 | $3.94M | Sell |
41,719
-928
| -2% | -$87.6K | 0.15% | 77 |
|
|
2022
Q1 | $5.85M | Buy |
42,647
+544
| +1% | +$74.6K | 0.19% | 62 |
|
|
2021
Q4 | $6.48M | Buy |
42,103
+907
| +2% | +$139K | 0.2% | 66 |
|
|
2021
Q3 | $6.92M | Sell |
41,196
-329
| -0.8% | -$55.2K | 0.26% | 46 |
|
|
2021
Q2 | $7.25M | Buy |
41,525
+10,409
| +33% | +$1.82M | 0.27% | 46 |
|
|
2021
Q1 | $5.74M | Buy |
31,116
+10,591
| +52% | +$1.95M | 0.26% | 55 |
|
|
2020
Q4 | $3.72M | Sell |
20,525
-610
| -3% | -$111K | 0.25% | 34 |
|
|
2020
Q3 | $2.62M | Sell |
21,135
-86
| -0.4% | -$10.7K | 0.21% | 40 |
|
|
2020
Q2 | $2.37M | Sell |
21,221
-1,190
| -5% | -$133K | 0.23% | 33 |
|
|
2020
Q1 | $2.16M | Buy |
22,411
+1,963
| +10% | +$190K | 0.31% | 30 |
|
|
2019
Q4 | $2.98M | Sell |
20,448
-2,701
| -12% | -$393K | 0.38% | 25 |
|
|
2019
Q3 | $3.02M | Buy |
+23,149
| New | +$3.02M | 0.37% | 34 |
|