Financial Management Network’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 | $543K | Sell |
4,380
-96
| -2% | -$11.9K | 0.1% | 114 |
|
|
2025
Q1 | $373K | Buy |
4,476
+193
| +5% | +$16.1K | 0.08% | 120 |
|
|
2024
Q4 | $476K | Sell |
4,283
-253
| -6% | -$28.1K | 0.1% | 111 |
|
|
2024
Q3 | $432K | Sell |
4,536
-295
| -6% | -$28.1K | 0.09% | 119 |
|
|
2024
Q2 | $473K | Sell |
4,831
-915
| -16% | -$89.7K | 0.11% | 105 |
|
|
2024
Q1 | $673K | Sell |
5,746
-1,006
| -15% | -$118K | 0.17% | 84 |
|
|
2023
Q4 | $614K | Buy |
6,752
+81
| +1% | +$7.36K | 0.18% | 80 |
|
|
2023
Q3 | $529K | Buy |
+6,671
| New | +$529K | 0.18% | 84 |
|
|
2023
Q1 | – | Sell |
-6,862
| Closed | -$631K | – | 130 |
|
|
2022
Q4 | $631K | Sell |
6,862
-468
| -6% | -$43K | 0.28% | 69 |
|
|
2022
Q3 | $744K | Sell |
7,330
-155
| -2% | -$15.7K | 0.37% | 60 |
|
|
2022
Q2 | $720K | Buy |
+7,485
| New | +$720K | 0.38% | 58 |
|
|
2022
Q1 | – | Sell |
-8,950
| Closed | -$1.39M | – | 122 |
|
|
2021
Q4 | $1.39M | Sell |
8,950
-1,613
| -15% | -$251K | 0.64% | 34 |
|
|
2021
Q3 | $1.83M | Buy |
10,563
+321
| +3% | +$55.7K | 0.93% | 26 |
|
|
2021
Q2 | $1.81M | Hold |
10,242
| – | – | 0.92% | 25 |
|
|
2021
Q1 | $1.9M | Buy |
10,242
+1,614
| +19% | +$299K | 0.98% | 24 |
|
|
2020
Q4 | $1.5M | Buy |
+8,628
| New | +$1.5M | 0.92% | 26 |
|