Focused Wealth Management’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 | $1.53M | Sell |
12,362
-4,799
| -28% | -$595K | 0.19% | 52 |
|
|
2025
Q1 | $1.69M | Sell |
17,161
-1,271
| -7% | -$125K | 0.23% | 46 |
|
|
2024
Q4 | $2.05M | Sell |
18,432
-2,959
| -14% | -$329K | 0.28% | 40 |
|
|
2024
Q3 | $2.06M | Buy |
21,391
+2,701
| +14% | +$260K | 0.27% | 43 |
|
|
2024
Q2 | $1.86M | Sell |
18,690
-14,895
| -44% | -$1.48M | 0.27% | 40 |
|
|
2024
Q1 | $4.11M | Sell |
33,585
-2,064
| -6% | -$253K | 0.63% | 28 |
|
|
2023
Q4 | $3.22M | Sell |
35,649
-2
| -0% | -$181 | 0.53% | 34 |
|
|
2023
Q3 | $2.89M | Buy |
35,651
+4,894
| +16% | +$397K | 0.51% | 33 |
|
|
2023
Q2 | $2.75M | Buy |
30,757
+6,599
| +27% | +$589K | 0.49% | 32 |
|
|
2023
Q1 | $2.42M | Buy |
24,158
+84
| +0.3% | +$8.41K | 0.49% | 32 |
|
|
2022
Q4 | $2.09M | Buy |
24,074
+3,621
| +18% | +$315K | 0.43% | 36 |
|
|
2022
Q3 | $1.93M | Sell |
20,453
-35
| -0.2% | -$3.3K | 0.4% | 35 |
|
|
2022
Q2 | $1.93M | Buy |
20,488
+417
| +2% | +$39.4K | 0.35% | 44 |
|
|
2022
Q1 | $2.75M | Buy |
20,071
+17,900
| +825% | +$2.46M | 0.44% | 35 |
|
|
2021
Q4 | $336K | Buy |
2,171
+6
| +0.3% | +$929 | 0.05% | 116 |
|
|
2021
Q3 | $366K | Buy |
2,165
+2
| +0.1% | +$338 | 0.06% | 115 |
|
|
2021
Q2 | $380K | Buy |
2,163
+19
| +0.9% | +$3.34K | 0.06% | 114 |
|
|
2021
Q1 | $396K | Sell |
2,144
-85
| -4% | -$15.7K | 0.07% | 108 |
|
|
2020
Q4 | $404K | Sell |
2,229
-89
| -4% | -$16.1K | 0.08% | 107 |
|
|
2020
Q3 | $288K | Hold |
2,318
| – | – | 0.06% | 113 |
|
|
2020
Q2 | $258K | Sell |
2,318
-874
| -27% | -$97.3K | 0.06% | 114 |
|
|
2020
Q1 | $308K | Sell |
3,192
-111
| -3% | -$10.7K | 0.09% | 95 |
|
|
2019
Q4 | $478K | Buy |
3,303
+264
| +9% | +$38.2K | 0.11% | 86 |
|
|
2019
Q3 | $396K | Sell |
3,039
-217
| -7% | -$28.3K | 0.11% | 87 |
|
|
2019
Q2 | $455K | Sell |
3,256
-667
| -17% | -$93.2K | 0.12% | 86 |
|
|
2019
Q1 | $436K | Buy |
3,923
+1,882
| +92% | +$209K | 0.13% | 87 |
|
|
2018
Q4 | $224K | Buy |
2,041
+420
| +26% | +$46.1K | 0.08% | 132 |
|
|
2018
Q3 | $190K | Sell |
1,621
-156
| -9% | -$18.3K | 0.06% | 151 |
|
|
2018
Q2 | $186K | Sell |
1,777
-4,663
| -72% | -$488K | 0.06% | 162 |
|
|
2018
Q1 | $647K | Buy |
6,440
+486
| +8% | +$48.8K | 0.21% | 74 |
|
|
2017
Q4 | $640K | Sell |
5,954
-576
| -9% | -$61.9K | 0.21% | 69 |
|
|
2017
Q3 | $644K | Buy |
6,530
+1,168
| +22% | +$115K | 0.21% | 69 |
|
|
2017
Q2 | $570K | Buy |
5,362
+24
| +0.4% | +$2.55K | 0.21% | 70 |
|
|
2017
Q1 | $605K | Buy |
5,338
+74
| +1% | +$8.39K | 0.24% | 65 |
|
|
2016
Q4 | $549K | Sell |
5,264
-49
| -0.9% | -$5.11K | 0.23% | 69 |
|
|
2016
Q3 | $493K | Buy |
5,313
+96
| +2% | +$8.91K | 0.22% | 70 |
|
|
2016
Q2 | $510K | Sell |
5,217
-94
| -2% | -$9.19K | 0.23% | 65 |
|
|
2016
Q1 | $527K | Buy |
5,311
+2,924
| +122% | +$290K | 0.29% | 58 |
|
|
2015
Q4 | $251K | Buy |
2,387
+120
| +5% | +$12.6K | 0.14% | 95 |
|
|
2015
Q3 | $232K | Buy |
2,267
+416
| +22% | +$42.6K | 0.15% | 85 |
|
|
2015
Q2 | $211K | Hold |
1,851
| – | – | 0.13% | 88 |
|
|
2015
Q1 | $194K | Buy |
1,851
+3
| +0.2% | +$314 | 0.12% | 97 |
|
|
2014
Q4 | $174K | Buy |
1,848
+204
| +12% | +$19.2K | 0.12% | 98 |
|
|
2014
Q3 | $146K | Hold |
1,644
| – | – | 0.11% | 109 |
|
|
2014
Q2 | $141K | Hold |
1,644
| – | – | 0.11% | 107 |
|
|
2014
Q1 | $132K | Buy |
1,644
+2
| +0.1% | +$161 | 0.11% | 105 |
|
|
2013
Q4 | $125K | Buy |
1,642
+10
| +0.6% | +$761 | 0.1% | 112 |
|
|
2013
Q3 | $105K | Buy |
+1,632
| New | +$105K | 0.1% | 115 |
|