Frank Rimerman 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 | $2.43M | Buy |
19,557
+2,545
| +15% | +$316K | 0.16% | 101 |
|
|
2025
Q1 | $1.68M | Sell |
17,012
-1,572
| -8% | -$155K | 0.13% | 125 |
|
|
2024
Q4 | $2.07M | Buy |
18,584
+2,058
| +12% | +$229K | 0.15% | 105 |
|
|
2024
Q3 | $1.59M | Sell |
16,526
-869
| -5% | -$83.6K | 0.11% | 148 |
|
|
2024
Q2 | $1.73M | Buy |
17,395
+16,981
| +4,102% | +$1.69M | 0.12% | 134 |
|
|
2024
Q1 | $50.7K | Hold |
414
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $37.4K | Buy |
+414
| New | +$37.4K | 0.01% | 127 |
|
|
2021
Q4 | – | Sell |
-1,279
| Closed | -$216K | – | 117 |
|
|
2021
Q3 | $216K | Sell |
1,279
-382
| -23% | -$64.6K | 0.08% | 102 |
|
|
2021
Q2 | $292K | Hold |
1,661
| – | – | 0.11% | 69 |
|
|
2021
Q1 | $306K | Hold |
1,661
| – | – | 0.14% | 64 |
|
|
2020
Q4 | $301K | Buy |
+1,661
| New | +$301K | 0.14% | 69 |
|