IHT Wealth Management’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 | $4.43M | Sell |
35,718
-8,452
| -19% | -$1.05M | 0.12% | 168 |
|
|
2025
Q1 | $4.36M | Buy |
44,170
+6,288
| +17% | +$621K | 0.14% | 150 |
|
|
2024
Q4 | $4.22M | Sell |
37,882
-1,457
| -4% | -$162K | 0.14% | 147 |
|
|
2024
Q3 | $3.77M | Buy |
39,339
+1,869
| +5% | +$179K | 0.11% | 196 |
|
|
2024
Q2 | $3.72M | Sell |
37,470
-3,152
| -8% | -$313K | 0.14% | 153 |
|
|
2024
Q1 | $4.97M | Sell |
40,622
-1,847
| -4% | -$226K | 0.2% | 103 |
|
|
2023
Q4 | $3.83M | Buy |
42,469
+516
| +1% | +$46.6K | 0.17% | 122 |
|
|
2023
Q3 | $3.4M | Sell |
41,953
-1,950
| -4% | -$158K | 0.17% | 120 |
|
|
2023
Q2 | $3.92M | Sell |
43,903
-1,312
| -3% | -$117K | 0.2% | 103 |
|
|
2023
Q1 | $4.53M | Buy |
45,215
+1,333
| +3% | +$133K | 0.26% | 84 |
|
|
2022
Q4 | $3.81M | Sell |
43,882
-1,374
| -3% | -$119K | 0.24% | 95 |
|
|
2022
Q3 | $4.27M | Buy |
45,256
+11,318
| +33% | +$1.07M | 0.32% | 62 |
|
|
2022
Q2 | $3.2M | Sell |
33,938
-6,747
| -17% | -$637K | 0.28% | 76 |
|
|
2022
Q1 | $5.58M | Buy |
40,685
+3,438
| +9% | +$472K | 0.42% | 40 |
|
|
2021
Q4 | $5.77M | Buy |
37,247
+799
| +2% | +$124K | 0.43% | 40 |
|
|
2021
Q3 | $6.17M | Sell |
36,448
-4,568
| -11% | -$773K | 0.5% | 38 |
|
|
2021
Q2 | $7.21M | Buy |
41,016
+4,746
| +13% | +$834K | 0.46% | 38 |
|
|
2021
Q1 | $6.69M | Buy |
36,270
+1,547
| +4% | +$285K | 0.48% | 38 |
|
|
2020
Q4 | $6.29M | Sell |
34,723
-783
| -2% | -$142K | 0.52% | 34 |
|
|
2020
Q3 | $4.41M | Buy |
35,506
+1,062
| +3% | +$132K | 0.44% | 40 |
|
|
2020
Q2 | $3.84M | Sell |
34,444
-5,038
| -13% | -$562K | 0.53% | 33 |
|
|
2020
Q1 | $3.81M | Buy |
39,482
+4,484
| +13% | +$433K | 0.55% | 35 |
|
|
2019
Q4 | $5.06M | Buy |
34,998
+3,641
| +12% | +$527K | 0.6% | 26 |
|
|
2019
Q3 | $4.1M | Buy |
31,357
+6,310
| +25% | +$825K | 0.56% | 31 |
|
|
2019
Q2 | $3.5M | Buy |
25,047
+2,603
| +12% | +$364K | 0.51% | 39 |
|
|
2019
Q1 | $2.49M | Buy |
22,444
+550
| +3% | +$61.1K | 0.42% | 54 |
|
|
2018
Q4 | $2.4M | Buy |
21,894
+231
| +1% | +$25.3K | 0.46% | 48 |
|
|
2018
Q3 | $2.53M | Buy |
21,663
+232
| +1% | +$27.1K | 0.55% | 35 |
|
|
2018
Q2 | $2.25M | Buy |
21,431
+6,093
| +40% | +$639K | 0.57% | 35 |
|
|
2018
Q1 | $1.51M | Sell |
15,338
-3,056
| -17% | -$301K | 0.41% | 49 |
|
|
2017
Q4 | $2.02M | Buy |
18,394
+1,638
| +10% | +$180K | 0.54% | 32 |
|
|
2017
Q3 | $1.67M | Buy |
16,756
+1,379
| +9% | +$137K | 0.71% | 28 |
|
|
2017
Q2 | $152 | Buy |
15,377
+3,923
| +34% | +$39 | 0.07% | 281 |
|
|
2017
Q1 | $1.29M | Buy |
11,454
+258
| +2% | +$29.1K | 0.86% | 18 |
|
|
2016
Q4 | $1.19M | Buy |
+11,196
| New | +$1.19M | 0.9% | 16 |
|