Herold 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 | $1.77M | Buy |
14,251
+506
| +4% | +$62.7K | 0.37% | 76 |
|
|
2025
Q1 | $1.36M | Sell |
13,745
-80
| -0.6% | -$7.9K | 0.3% | 94 |
|
|
2024
Q4 | $1.54M | Buy |
13,825
+291
| +2% | +$32.4K | 0.34% | 81 |
|
|
2024
Q3 | $1.3M | Buy |
13,534
+758
| +6% | +$72.9K | 0.28% | 101 |
|
|
2024
Q2 | $1.27M | Buy |
12,776
+250
| +2% | +$24.8K | 0.29% | 94 |
|
|
2024
Q1 | $1.53M | Buy |
12,526
+264
| +2% | +$32.3K | 0.37% | 74 |
|
|
2023
Q4 | $1.11M | Sell |
12,262
-54
| -0.4% | -$4.88K | 0.31% | 95 |
|
|
2023
Q3 | $998K | Buy |
12,316
+1,136
| +10% | +$92.1K | 0.3% | 98 |
|
|
2023
Q2 | $998K | Sell |
11,180
-1,604
| -13% | -$143K | 0.31% | 96 |
|
|
2023
Q1 | $1.28M | Sell |
12,784
-1,368
| -10% | -$137K | 0.44% | 74 |
|
|
2022
Q4 | $1.23M | Buy |
14,152
+925
| +7% | +$80.4K | 0.52% | 64 |
|
|
2022
Q3 | $1.25M | Buy |
13,227
+284
| +2% | +$26.8K | 0.6% | 56 |
|
|
2022
Q2 | $1.22M | Buy |
12,943
+1,436
| +12% | +$135K | 0.54% | 65 |
|
|
2022
Q1 | $1.58M | Buy |
11,507
+2,140
| +23% | +$294K | 0.56% | 53 |
|
|
2021
Q4 | $1.45M | Buy |
9,367
+2,121
| +29% | +$328K | 0.56% | 61 |
|
|
2021
Q3 | $1.23M | Buy |
+7,246
| New | +$1.23M | 0.48% | 71 |
|