Financial Perspectives’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 | $692K | Hold |
5,583
| – | – | 0.21% | 69 |
|
|
2025
Q1 | $551K | Sell |
5,583
-323
| -5% | -$31.9K | 0.19% | 74 |
|
|
2024
Q4 | $658K | Buy |
5,906
+646
| +12% | +$71.9K | 0.22% | 67 |
|
|
2024
Q3 | $506K | Buy |
5,260
+1
| +0% | +$96 | 0.18% | 77 |
|
|
2024
Q2 | $522K | Sell |
5,259
-45
| -0.8% | -$4.47K | 0.19% | 69 |
|
|
2024
Q1 | $649K | Sell |
5,304
-187
| -3% | -$22.9K | 0.25% | 60 |
|
|
2023
Q4 | $496K | Buy |
5,491
+4
| +0.1% | +$361 | 0.2% | 70 |
|
|
2023
Q3 | $445K | Sell |
5,487
-300
| -5% | -$24.3K | 0.2% | 70 |
|
|
2023
Q2 | $517K | Sell |
5,787
-80
| -1% | -$7.14K | 0.23% | 66 |
|
|
2023
Q1 | $587K | Buy |
5,867
+50
| +0.9% | +$5.01K | 0.28% | 55 |
|
|
2022
Q4 | $505K | Hold |
5,817
| – | – | 0.26% | 58 |
|
|
2022
Q3 | $549K | Buy |
5,817
+319
| +6% | +$30.1K | 0.31% | 52 |
|
|
2022
Q2 | $519K | Hold |
5,498
| – | – | 0.29% | 53 |
|
|
2022
Q1 | $754K | Buy |
5,498
+104
| +2% | +$14.3K | 0.35% | 47 |
|
|
2021
Q4 | $835K | Hold |
5,394
| – | – | 0.4% | 42 |
|
|
2021
Q3 | $913K | Sell |
5,394
-17
| -0.3% | -$2.88K | 0.46% | 38 |
|
|
2021
Q2 | $951K | Sell |
5,411
-993,024
| -99% | -$175M | 0.46% | 37 |
|
|
2021
Q1 | $5.41M | Buy |
998,435
+993,035
| +18,390% | +$5.38M | 0.27% | 71 |
|
|
2020
Q4 | $978K | Buy |
5,400
+491
| +10% | +$89K | 0.56% | 32 |
|
|
2020
Q3 | $609K | Buy |
4,909
+1
| +0% | +$124 | 0.4% | 39 |
|
|
2020
Q2 | $547K | Hold |
4,908
| – | – | 0.39% | 40 |
|
|
2020
Q1 | $474K | Buy |
4,908
+576
| +13% | +$55.6K | 0.38% | 37 |
|
|
2019
Q4 | $627K | Buy |
+4,332
| New | +$627K | 0.43% | 30 |
|