Holland Advisory Services’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 | $315K | Hold |
2,542
| – | – | 0.46% | 32 |
|
|
2025
Q1 | $251K | Buy |
2,542
+1
| +0% | +$99 | 0.38% | 38 |
|
|
2024
Q4 | $283K | Sell |
2,541
-15
| -0.6% | -$1.67K | 0.37% | 35 |
|
|
2024
Q3 | $246K | Buy |
2,556
+362
| +16% | +$34.8K | 0.32% | 39 |
|
|
2024
Q2 | $218K | Sell |
2,194
-18
| -0.8% | -$1.79K | 0.27% | 38 |
|
|
2024
Q1 | $271K | Buy |
+2,212
| New | +$271K | 0.3% | 34 |
|
|
2023
Q3 | – | Sell |
-2,254
| Closed | -$201K | – | 37 |
|
|
2023
Q2 | $201K | Sell |
2,254
-69
| -3% | -$6.16K | 0.26% | 30 |
|
|
2023
Q1 | $233K | Hold |
2,323
| – | – | 0.27% | 28 |
|
|
2022
Q4 | $202K | Hold |
2,323
| – | – | 0.24% | 28 |
|
|
2022
Q3 | $219K | Sell |
2,323
-105
| -4% | -$9.9K | 0.27% | 28 |
|
|
2022
Q2 | $229K | Hold |
2,428
| – | – | 0.27% | 28 |
|
|
2022
Q1 | $333K | Sell |
2,428
-16
| -0.7% | -$2.19K | 0.39% | 26 |
|
|
2021
Q4 | $379K | Buy |
+2,444
| New | +$379K | 0.44% | 26 |
|