Financial Advisors’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 | $255K | Buy |
2,060
+7
| +0.3% | +$868 | 0.05% | 71 |
|
|
2025
Q1 | $203K | Hold |
2,053
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $229K | Buy |
+2,053
| New | +$229K | 0.04% | 77 |
|
|
2024
Q3 | – | Sell |
-2,085
| Closed | -$207K | – | 79 |
|
|
2024
Q2 | $207K | Hold |
2,085
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $255K | Sell |
2,085
-355
| -15% | -$43.4K | 0.05% | 65 |
|
|
2023
Q4 | $220K | Sell |
2,440
-73
| -3% | -$6.59K | 0.05% | 69 |
|
|
2023
Q3 | $204K | Buy |
2,513
+27
| +1% | +$2.19K | 0.05% | 71 |
|
|
2023
Q2 | $222K | Buy |
2,486
+385
| +18% | +$34.4K | 0.05% | 71 |
|
|
2023
Q1 | $210K | Buy |
+2,101
| New | +$210K | 0.05% | 74 |
|
|
2022
Q3 | – | Sell |
-2,175
| Closed | -$205K | – | 78 |
|
|
2022
Q2 | $205K | Hold |
2,175
| – | – | 0.07% | 73 |
|
|
2022
Q1 | $298K | Hold |
2,175
| – | – | 0.09% | 63 |
|
|
2021
Q4 | $337K | Hold |
2,175
| – | – | 0.1% | 61 |
|
|
2021
Q3 | $368K | Sell |
2,175
-310
| -12% | -$52.5K | 0.12% | 56 |
|
|
2021
Q2 | $437K | Sell |
2,485
-38
| -2% | -$6.68K | 0.15% | 48 |
|
|
2021
Q1 | $466K | Buy |
2,523
+465
| +23% | +$85.9K | 0.19% | 42 |
|
|
2020
Q4 | $373K | Hold |
2,058
| – | – | 0.17% | 50 |
|
|
2020
Q3 | $255K | Buy |
2,058
+29
| +1% | +$3.59K | 0.13% | 58 |
|
|
2020
Q2 | $226K | Buy |
+2,029
| New | +$226K | 0.13% | 62 |
|