Horizon Investment 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 | $3.32M | Buy |
26,745
+298
| +1% | +$37K | 1.45% | 26 |
|
2025
Q1 | $2.61M | Buy |
26,447
+15,066
| +132% | +$1.49M | 1.27% | 29 |
|
2024
Q4 | $1.27M | Buy |
+11,381
| New | +$1.27M | 0.54% | 47 |
|
2022
Q1 | – | Sell |
-5,036
| Closed | -$780K | – | 118 |
|
2021
Q4 | $780K | Sell |
5,036
-300
| -6% | -$46.5K | 0.36% | 68 |
|
2021
Q3 | $903K | Sell |
5,336
-232
| -4% | -$39.3K | 0.44% | 61 |
|
2021
Q2 | $979K | Sell |
5,568
-163
| -3% | -$28.7K | 0.48% | 53 |
|
2021
Q1 | $1.06M | Sell |
5,731
-360
| -6% | -$66.5K | 0.57% | 53 |
|
2020
Q4 | $1.1M | Sell |
6,091
-143
| -2% | -$25.9K | 0.67% | 49 |
|
2020
Q3 | $774K | Sell |
6,234
-1,200
| -16% | -$149K | 0.51% | 51 |
|
2020
Q2 | $829K | Sell |
7,434
-746
| -9% | -$83.2K | 0.58% | 50 |
|
2020
Q1 | $790K | Sell |
8,180
-425
| -5% | -$41K | 0.7% | 40 |
|
2019
Q4 | $1.25M | Buy |
8,605
+429
| +5% | +$62.1K | 0.82% | 38 |
|
2019
Q3 | $1.07M | Sell |
8,176
-562
| -6% | -$73.2K | 0.71% | 44 |
|
2019
Q2 | $1.22M | Sell |
8,738
-2,912
| -25% | -$407K | 0.83% | 35 |
|
2019
Q1 | $1.29M | Buy |
+11,650
| New | +$1.29M | 0.88% | 36 |
|
2017
Q3 | – | Sell |
-18,072
| Closed | -$1.92M | – | 106 |
|
2017
Q2 | $1.92M | Buy |
18,072
+1,486
| +9% | +$158K | 0.86% | 40 |
|
2017
Q1 | $1.88M | Buy |
16,586
+754
| +5% | +$85.5K | 0.84% | 43 |
|
2016
Q4 | $1.65M | Buy |
15,832
+800
| +5% | +$83.4K | 0.78% | 43 |
|
2016
Q3 | $1.4M | Buy |
15,032
+313
| +2% | +$29.1K | 0.71% | 44 |
|
2016
Q2 | $1.44M | Buy |
14,719
+1,738
| +13% | +$170K | 0.73% | 42 |
|
2016
Q1 | $1.29M | Buy |
12,981
+2,274
| +21% | +$226K | 0.59% | 40 |
|
2015
Q4 | $1.13M | Buy |
10,707
+3,728
| +53% | +$392K | 0.48% | 44 |
|
2015
Q3 | $713K | Buy |
+6,979
| New | +$713K | 0.34% | 49 |
|