Howard Capital Management Group’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 | $909K | Hold |
7,333
| – | – | 0.06% | 61 |
|
|
2025
Q1 | $724K | Sell |
7,333
-171
| -2% | -$16.9K | 0.06% | 65 |
|
|
2024
Q4 | $836K | Sell |
7,504
-300
| -4% | -$33.4K | 0.06% | 62 |
|
|
2024
Q3 | $751K | Sell |
7,804
-341
| -4% | -$32.8K | 0.05% | 69 |
|
|
2024
Q2 | $809K | Sell |
8,145
-295
| -3% | -$29.3K | 0.06% | 61 |
|
|
2024
Q1 | $1.03M | Sell |
8,440
-205,161
| -96% | -$25.1M | 0.08% | 56 |
|
|
2023
Q4 | $19.3M | Buy |
213,601
+3,716
| +2% | +$336K | 1.67% | 27 |
|
|
2023
Q3 | $17M | Sell |
209,885
-503
| -0.2% | -$40.8K | 1.64% | 26 |
|
|
2023
Q2 | $18.8M | Buy |
210,388
+2,903
| +1% | +$259K | 1.75% | 26 |
|
|
2023
Q1 | $20.8M | Buy |
207,485
+2,183
| +1% | +$219K | 2.2% | 23 |
|
|
2022
Q4 | $17.8M | Sell |
205,302
-665
| -0.3% | -$57.8K | 2.14% | 23 |
|
|
2022
Q3 | $19.4M | Buy |
205,967
+1,540
| +0.8% | +$145K | 2.46% | 17 |
|
|
2022
Q2 | $19.3M | Sell |
204,427
-405
| -0.2% | -$38.2K | 2.27% | 20 |
|
|
2022
Q1 | $28.1M | Buy |
204,832
+295
| +0.1% | +$40.5K | 2.56% | 12 |
|
|
2021
Q4 | $31.7M | Buy |
204,537
+4,576
| +2% | +$709K | 2.61% | 14 |
|
|
2021
Q3 | $33.8M | Buy |
199,961
+1,660
| +0.8% | +$281K | 3.13% | 11 |
|
|
2021
Q2 | $34.9M | Buy |
198,301
+2,307
| +1% | +$405K | 3.28% | 8 |
|
|
2021
Q1 | $36.2M | Buy |
+195,994
| New | +$36.2M | 3.78% | 5 |
|