Financial Council’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 | $264K | Hold |
2,129
| – | – | 0.13% | 72 |
|
|
2025
Q1 | $210K | Hold |
2,129
| – | – | 0.11% | 82 |
|
|
2024
Q4 | $237K | Hold |
2,129
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $205K | Hold |
2,129
| – | – | 0.11% | 89 |
|
|
2024
Q2 | $211K | Sell |
2,129
-80
| -4% | -$7.94K | 0.12% | 78 |
|
|
2024
Q1 | $270K | Buy |
+2,209
| New | +$270K | 0.16% | 64 |
|
|
2023
Q3 | – | Sell |
-2,289
| Closed | -$204K | – | 68 |
|
|
2023
Q2 | $204K | Sell |
2,289
-694
| -23% | -$62K | 0.16% | 67 |
|
|
2023
Q1 | $299K | Hold |
2,983
| – | – | 0.24% | 50 |
|
|
2022
Q4 | $259K | Hold |
2,983
| – | – | 0.16% | 55 |
|
|
2022
Q3 | $281K | Buy |
+2,983
| New | +$281K | 0.32% | 43 |
|
|
2022
Q2 | – | Sell |
-1,868
| Closed | -$256K | – | 43 |
|
|
2022
Q1 | $256K | Hold |
1,868
| – | – | 0.31% | 35 |
|
|
2021
Q4 | $289K | Buy |
1,868
+19
| +1% | +$2.94K | 0.35% | 35 |
|
|
2021
Q3 | $313K | Buy |
+1,849
| New | +$313K | 0.44% | 31 |
|