EWG Elevate’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 | $333K | Buy |
2,683
+4
| +0.1% | +$496 | 0.1% | 115 |
|
|
2025
Q1 | $264K | Sell |
2,679
-510
| -16% | -$50.3K | 0.1% | 100 |
|
|
2024
Q4 | $355K | Buy |
3,189
+1
| +0% | +$111 | 0.11% | 113 |
|
|
2024
Q3 | $307K | Sell |
3,188
-157
| -5% | -$15.1K | 0.12% | 87 |
|
|
2024
Q2 | $332K | Buy |
3,345
+132
| +4% | +$13.1K | 0.12% | 103 |
|
|
2024
Q1 | $393K | Sell |
3,213
-46
| -1% | -$5.63K | 0.15% | 88 |
|
|
2023
Q4 | $294K | Buy |
+3,259
| New | +$294K | 0.12% | 81 |
|
|
2023
Q3 | – | Sell |
-2,425
| Closed | -$216K | – | 99 |
|
|
2023
Q2 | $216K | Sell |
2,425
-74
| -3% | -$6.61K | 0.09% | 88 |
|
|
2023
Q1 | $250K | Sell |
2,499
-87
| -3% | -$8.71K | 0.11% | 77 |
|
|
2022
Q4 | $225K | Sell |
2,586
-1,136
| -31% | -$98.7K | 0.11% | 71 |
|
|
2022
Q3 | $351K | Sell |
3,722
-32
| -0.9% | -$3.02K | 0.2% | 53 |
|
|
2022
Q2 | $354K | Buy |
3,754
+1,678
| +81% | +$158K | 0.17% | 55 |
|
|
2022
Q1 | $285K | Buy |
2,076
+180
| +9% | +$24.7K | 0.11% | 69 |
|
|
2021
Q4 | $294K | Buy |
1,896
+100
| +6% | +$15.5K | 0.14% | 68 |
|
|
2021
Q3 | $304K | Buy |
1,796
+17
| +1% | +$2.88K | 0.13% | 71 |
|
|
2021
Q2 | $315K | Sell |
1,779
-177
| -9% | -$31.3K | 0.12% | 66 |
|
|
2021
Q1 | $361K | Sell |
1,956
-8
| -0.4% | -$1.48K | 0.16% | 57 |
|
|
2020
Q4 | $356K | Buy |
1,964
+3
| +0.2% | +$544 | 0.16% | 61 |
|
|
2020
Q3 | $243K | Sell |
1,961
-396
| -17% | -$49.1K | 0.14% | 55 |
|
|
2020
Q2 | $263K | Sell |
2,357
-3,357
| -59% | -$375K | 0.18% | 50 |
|
|
2020
Q1 | $552K | Buy |
+5,714
| New | +$552K | 0.42% | 39 |
|