Holistic Financial Partners’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 | $247K | Buy |
+1,988
| New | +$247K | 0.11% | 105 |
|
|
2024
Q2 | – | Sell |
-2,127
| Closed | -$260K | – | 126 |
|
|
2024
Q1 | $260K | Buy |
+2,127
| New | +$260K | 0.13% | 97 |
|
|
2023
Q3 | – | Sell |
-2,726
| Closed | -$243K | – | 111 |
|
|
2023
Q2 | $243K | Sell |
2,726
-27
| -1% | -$2.41K | 0.17% | 83 |
|
|
2023
Q1 | $276K | Sell |
2,753
-118
| -4% | -$11.8K | 0.22% | 75 |
|
|
2022
Q4 | $249K | Buy |
2,871
+573
| +25% | +$49.8K | 0.22% | 76 |
|
|
2022
Q3 | $217K | Hold |
2,298
| – | – | 0.21% | 78 |
|
|
2022
Q2 | $217K | Sell |
2,298
-185
| -7% | -$17.5K | 0.2% | 81 |
|
|
2022
Q1 | $341K | Buy |
2,483
+20
| +0.8% | +$2.75K | 0.22% | 66 |
|
|
2021
Q4 | $381K | Hold |
2,463
| – | – | 0.22% | 66 |
|
|
2021
Q3 | $417K | Sell |
2,463
-140
| -5% | -$23.7K | 0.26% | 54 |
|
|
2021
Q2 | $458K | Buy |
2,603
+78
| +3% | +$13.7K | 0.27% | 51 |
|
|
2021
Q1 | $466K | Sell |
2,525
-418
| -14% | -$77.1K | 0.31% | 46 |
|
|
2020
Q4 | $533K | Buy |
2,943
+838
| +40% | +$152K | 0.37% | 38 |
|
|
2020
Q3 | $261K | Sell |
2,105
-176
| -8% | -$21.8K | 0.21% | 65 |
|
|
2020
Q2 | $254K | Buy |
+2,281
| New | +$254K | 0.22% | 57 |
|
|
2018
Q2 | – | Sell |
-488
| Closed | -$49K | – | 119 |
|
|
2018
Q1 | $49K | Sell |
488
-53
| -10% | -$5.32K | 0.04% | 201 |
|
|
2017
Q4 | $58K | Buy |
+541
| New | +$58K | 0.05% | 182 |
|