Freedom Investment 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 | $351K | Buy |
2,829
+21
| +0.7% | +$2.6K | 0.03% | 543 |
|
|
2025
Q1 | $277K | Sell |
2,808
-155
| -5% | -$15.3K | 0.02% | 617 |
|
|
2024
Q4 | $330K | Buy |
+2,963
| New | +$330K | 0.03% | 562 |
|
|
2024
Q3 | – | Sell |
-4,137
| Closed | -$411K | – | 784 |
|
|
2024
Q2 | $411K | Buy |
4,137
+185
| +5% | +$18.4K | 0.03% | 487 |
|
|
2024
Q1 | $484K | Sell |
3,952
-313
| -7% | -$38.3K | 0.04% | 447 |
|
|
2023
Q4 | $385K | Sell |
4,265
-1,204
| -22% | -$109K | 0.03% | 506 |
|
|
2023
Q3 | $443K | Sell |
5,469
-3,985
| -42% | -$323K | 0.05% | 395 |
|
|
2023
Q2 | $844K | Buy |
9,454
+1,363
| +17% | +$122K | 0.09% | 279 |
|
|
2023
Q1 | $810K | Sell |
8,091
-2,713
| -25% | -$272K | 0.09% | 285 |
|
|
2022
Q4 | $939K | Sell |
10,804
-719
| -6% | -$62.5K | 0.11% | 256 |
|
|
2022
Q3 | $1.09M | Buy |
11,523
+1,415
| +14% | +$133K | 0.13% | 229 |
|
|
2022
Q2 | $954K | Sell |
10,108
-1,703
| -14% | -$161K | 0.1% | 270 |
|
|
2022
Q1 | $1.62M | Sell |
11,811
-11,588
| -50% | -$1.59M | 0.15% | 181 |
|
|
2021
Q4 | $3.62M | Buy |
23,399
+401
| +2% | +$62.1K | 0.27% | 83 |
|
|
2021
Q3 | $3.89M | Sell |
22,998
-1,160
| -5% | -$196K | 0.3% | 69 |
|
|
2021
Q2 | $4.25M | Buy |
24,158
+7
| +0% | +$1.23K | 0.32% | 64 |
|
|
2021
Q1 | $4.46M | Buy |
24,151
+22
| +0.1% | +$4.06K | 0.35% | 59 |
|
|
2020
Q4 | $4.37M | Buy |
24,129
+736
| +3% | +$133K | 0.48% | 45 |
|
|
2020
Q3 | $2.9M | Sell |
23,393
-3,592
| -13% | -$446K | 0.32% | 69 |
|
|
2020
Q2 | $3.01M | Sell |
26,985
-20,615
| -43% | -$2.3M | 0.33% | 65 |
|
|
2020
Q1 | $6.71M | Sell |
47,600
-829
| -2% | -$117K | 0.59% | 27 |
|
|
2019
Q4 | $7M | Buy |
48,429
+4,988
| +11% | +$721K | 0.62% | 24 |
|
|
2019
Q3 | $5.66M | Buy |
43,441
+1,573
| +4% | +$205K | 0.49% | 34 |
|
|
2019
Q2 | $5.85M | Sell |
41,868
-640
| -2% | -$89.4K | 0.49% | 35 |
|
|
2019
Q1 | $4.72M | Buy |
42,508
+2,545
| +6% | +$283K | 0.38% | 47 |
|
|
2018
Q4 | $4.38M | Buy |
39,963
+13,139
| +49% | +$1.44M | 0.34% | 42 |
|
|
2018
Q3 | $2.97M | Buy |
26,824
+7,167
| +36% | +$794K | 0.19% | 91 |
|
|
2018
Q2 | $2.06M | Buy |
19,657
+310
| +2% | +$32.5K | 0.12% | 158 |
|
|
2018
Q1 | $1.94M | Buy |
19,347
+338
| +2% | +$33.9K | 0.1% | 174 |
|
|
2017
Q4 | $2.04M | Buy |
19,009
+2,217
| +13% | +$238K | 0.1% | 151 |
|
|
2017
Q3 | $1.66M | Sell |
16,792
-227
| -1% | -$22.4K | 0.09% | 182 |
|
|
2017
Q2 | $1.81M | Buy |
17,019
+7,478
| +78% | +$794K | 0.1% | 144 |
|
|
2017
Q1 | $1.08M | Buy |
9,541
+2,246
| +31% | +$255K | 0.06% | 272 |
|
|
2016
Q4 | $760K | Sell |
7,295
-3,959
| -35% | -$412K | 0.05% | 342 |
|
|
2016
Q3 | $1.05M | Buy |
11,254
+52
| +0.5% | +$4.83K | 0.07% | 225 |
|
|
2016
Q2 | $1.1M | Buy |
11,202
+1,352
| +14% | +$132K | 0.07% | 199 |
|
|
2016
Q1 | $978K | Sell |
9,850
-378
| -4% | -$37.5K | 0.07% | 219 |
|
|
2015
Q4 | $1.08M | Sell |
10,228
-1,344
| -12% | -$141K | 0.08% | 202 |
|
|
2015
Q3 | $256K | Buy |
11,572
+4,977
| +75% | +$110K | 0.03% | 526 |
|
|
2015
Q2 | $753K | Buy |
6,595
+2,133
| +48% | +$244K | 0.08% | 221 |
|
|
2015
Q1 | $468K | Buy |
4,462
+399
| +10% | +$41.8K | 0.05% | 328 |
|
|
2014
Q4 | $383K | Buy |
4,063
+747
| +23% | +$70.4K | 0.05% | 343 |
|
|
2014
Q3 | $295K | Sell |
3,316
-359
| -10% | -$31.9K | 0.05% | 342 |
|
|
2014
Q2 | $315K | Sell |
3,675
-265
| -7% | -$22.7K | 0.05% | 331 |
|
|
2014
Q1 | $315K | Sell |
3,940
-100
| -2% | -$8K | 0.07% | 281 |
|
|
2013
Q4 | $309K | Sell |
4,040
-108
| -3% | -$8.26K | 0.08% | 283 |
|
|
2013
Q3 | $267K | Buy |
4,148
+219
| +6% | +$14.1K | 0.08% | 254 |
|
|
2013
Q2 | $248K | Buy |
+3,929
| New | +$248K | 0.08% | 226 |
|