Founders Capital Management (Texas)’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 | $160K | Hold |
1,288
| – | – | 0.1% | 62 |
|
|
2025
Q1 | $127K | Sell |
1,288
-70
| -5% | -$6.91K | 0.08% | 64 |
|
|
2024
Q4 | $151K | Buy |
1,358
+17
| +1% | +$1.89K | 0.1% | 61 |
|
|
2024
Q3 | $129K | Buy |
1,341
+53
| +4% | +$5.1K | 0.08% | 68 |
|
|
2024
Q2 | $128K | Hold |
1,288
| – | – | 0.08% | 67 |
|
|
2024
Q1 | $158K | Sell |
1,288
-78
| -6% | -$9.54K | 0.11% | 61 |
|
|
2023
Q4 | $123K | Sell |
1,366
-222
| -14% | -$20K | 0.09% | 70 |
|
|
2023
Q3 | $129K | Sell |
1,588
-1,370
| -46% | -$111K | 0.1% | 66 |
|
|
2023
Q2 | $264K | Sell |
2,958
-499
| -14% | -$44.6K | 0.19% | 52 |
|
|
2023
Q1 | $346K | Sell |
3,457
-2,159
| -38% | -$216K | 0.26% | 40 |
|
|
2022
Q4 | $488K | Sell |
5,616
-15
| -0.3% | -$1.3K | 0.37% | 35 |
|
|
2022
Q3 | $531K | Sell |
5,631
-1,405
| -20% | -$132K | 0.43% | 36 |
|
|
2022
Q2 | $664K | Sell |
7,036
-12,557
| -64% | -$1.19M | 0.52% | 35 |
|
|
2022
Q1 | $3.04M | Hold |
19,593
| – | – | 1.95% | 20 |
|
|
2021
Q4 | $3.04M | Sell |
19,593
-421
| -2% | -$65.2K | 1.95% | 20 |
|
|
2021
Q3 | $3.39M | Sell |
20,014
-1,232
| -6% | -$208K | 2.32% | 16 |
|
|
2021
Q2 | $3.73M | Sell |
21,246
-650
| -3% | -$114K | 2.43% | 16 |
|
|
2021
Q1 | $4.04M | Sell |
21,896
-15
| -0.1% | -$2.77K | 2.88% | 9 |
|
|
2020
Q4 | $3.97M | Buy |
+21,911
| New | +$3.97M | 2.81% | 9 |
|
|
2020
Q1 | $2.44M | Sell |
25,238
-429
| -2% | -$41.4K | 2.53% | 15 |
|
|
2019
Q4 | $3.71M | Buy |
25,667
+150
| +0.6% | +$21.7K | 2.81% | 13 |
|
|
2019
Q3 | $3.33M | Buy |
25,517
+3,220
| +14% | +$420K | 2.66% | 14 |
|
|
2019
Q2 | $3.11M | Sell |
22,297
-15
| -0.1% | -$2.1K | 2.75% | 14 |
|
|
2019
Q1 | $2.48M | Sell |
22,312
-39
| -0.2% | -$4.33K | 2.32% | 16 |
|
|
2018
Q4 | $2.45M | Hold |
22,351
| – | – | 2.62% | 15 |
|
|
2018
Q3 | $2.61M | Sell |
22,351
-309
| -1% | -$36.1K | 2.16% | 18 |
|
|
2018
Q2 | $2.38M | Sell |
22,660
-623
| -3% | -$65.3K | 2.08% | 17 |
|
|
2018
Q1 | $2.34M | Sell |
23,283
-189
| -0.8% | -$19K | 1.97% | 19 |
|
|
2017
Q4 | $2.52M | Sell |
23,472
-1,385
| -6% | -$149K | 2.09% | 17 |
|
|
2017
Q3 | $2.45M | Buy |
24,857
+4,586
| +23% | +$452K | 2.03% | 16 |
|
|
2017
Q2 | $2.15M | Buy |
20,271
+155
| +0.8% | +$16.5K | 1.91% | 18 |
|
|
2017
Q1 | $2.28M | Buy |
+20,116
| New | +$2.28M | 2.05% | 16 |
|