Financial Sense 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 | $780K | Sell |
6,288
-691
| -10% | -$85.7K | 0.18% | 75 |
|
2025
Q1 | $689K | Buy |
6,979
+137
| +2% | +$13.5K | 0.19% | 72 |
|
2024
Q4 | $762K | Sell |
6,842
-136
| -2% | -$15.1K | 0.25% | 59 |
|
2024
Q3 | $671K | Buy |
+6,978
| New | +$671K | 0.18% | 73 |
|
2022
Q2 | – | Sell |
-4,883
| Closed | -$670K | – | 111 |
|
2022
Q1 | $670K | Buy |
+4,883
| New | +$670K | 0.25% | 34 |
|
2021
Q3 | – | Sell |
-1,176
| Closed | -$207K | – | 106 |
|
2021
Q2 | $207K | Hold |
1,176
| – | – | 0.07% | 110 |
|
2021
Q1 | $217K | Sell |
1,176
-27
| -2% | -$4.98K | 0.07% | 103 |
|
2020
Q4 | $218K | Buy |
+1,203
| New | +$218K | 0.08% | 96 |
|
2015
Q3 | – | Sell |
-43,198
| Closed | -$4.93M | – | 82 |
|
2015
Q2 | $4.93M | Sell |
43,198
-545
| -1% | -$62.2K | 2.3% | 12 |
|
2015
Q1 | $4.59M | Buy |
43,743
+3,015
| +7% | +$316K | 1.92% | 18 |
|
2014
Q4 | $3.84M | Buy |
+40,728
| New | +$3.84M | 1.55% | 24 |
|
2013
Q3 | – | Sell |
-100,093
| Closed | -$6.32M | – | 135 |
|
2013
Q2 | $6.32M | Buy |
+100,093
| New | +$6.32M | 2.82% | 10 |
|