Financial Engines 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 | $1.13M | Buy |
9,111
+538
| +6% | +$66.7K | ﹤0.01% | 283 |
|
|
2025
Q1 | $847K | Buy |
8,573
+265
| +3% | +$26.2K | ﹤0.01% | 270 |
|
|
2024
Q4 | $925K | Buy |
+8,308
| New | +$925K | ﹤0.01% | 264 |
|
|
2024
Q3 | – | Sell |
-2,307
| Closed | -$229K | – | 385 |
|
|
2024
Q2 | $229K | Buy |
+2,307
| New | +$229K | ﹤0.01% | 337 |
|
|
2022
Q3 | – | Sell |
-2,613
| Closed | -$246K | – | 294 |
|
|
2022
Q2 | $246K | Buy |
2,613
+774
| +42% | +$72.9K | ﹤0.01% | 266 |
|
|
2022
Q1 | $252K | Sell |
1,839
-184
| -9% | -$25.2K | ﹤0.01% | 281 |
|
|
2021
Q4 | $313K | Sell |
2,023
-770
| -28% | -$119K | ﹤0.01% | 209 |
|
|
2021
Q3 | $472K | Buy |
2,793
+496
| +22% | +$83.8K | ﹤0.01% | 172 |
|
|
2021
Q2 | $404K | Sell |
2,297
-380
| -14% | -$66.8K | ﹤0.01% | 155 |
|
|
2021
Q1 | $494K | Buy |
2,677
+196
| +8% | +$36.2K | ﹤0.01% | 161 |
|
|
2020
Q4 | $450K | Sell |
2,481
-562
| -18% | -$102K | ﹤0.01% | 173 |
|
|
2020
Q3 | $378K | Buy |
3,043
+855
| +39% | +$106K | ﹤0.01% | 171 |
|
|
2020
Q2 | $244K | Buy |
+2,188
| New | +$244K | ﹤0.01% | 173 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 122 |
|
|
2018
Q3 | $2K | Sell |
18
-55
| -75% | -$6.11K | ﹤0.01% | 142 |
|
|
2018
Q2 | $8K | Buy |
73
+52
| +248% | +$5.7K | ﹤0.01% | 95 |
|
|
2018
Q1 | $2K | Sell |
21
-94
| -82% | -$8.95K | ﹤0.01% | 118 |
|
|
2017
Q4 | $12K | Buy |
+115
| New | +$12K | ﹤0.01% | 103 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$4K | – | 87 |
|
|
2017
Q1 | $4K | Sell |
35
-65
| -65% | -$7.43K | ﹤0.01% | 68 |
|
|
2016
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 66 |
|