IMA 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 | $19.7K | Buy |
159
+12
| +8% | +$1.49K | ﹤0.01% | 286 |
|
|
2025
Q1 | $14.5K | Buy |
+147
| New | +$14.5K | ﹤0.01% | 296 |
|
|
2024
Q4 | – | Sell |
-376
| Closed | -$36.2K | – | 204 |
|
|
2024
Q3 | $36.2K | Buy |
+376
| New | +$36.2K | 0.01% | 195 |
|
|
2023
Q4 | – | Sell |
-693
| Closed | -$56.2K | – | 116 |
|
|
2023
Q3 | $56.2K | Hold |
693
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $61.9K | Buy |
693
+3
| +0.4% | +$268 | 0.02% | 170 |
|
|
2023
Q1 | $69.1K | Sell |
690
-578
| -46% | -$57.9K | 0.02% | 167 |
|
|
2022
Q4 | $110K | Sell |
1,268
-72
| -5% | -$6.26K | 0.03% | 155 |
|
|
2022
Q3 | $126K | Sell |
1,340
-7,436
| -85% | -$699K | 0.03% | 149 |
|
|
2022
Q2 | $828K | Sell |
8,776
-1,550
| -15% | -$146K | 0.2% | 95 |
|
|
2022
Q1 | $1.42M | Buy |
10,326
+639
| +7% | +$87.6K | 0.33% | 84 |
|
|
2021
Q4 | $1.5M | Sell |
9,687
-875
| -8% | -$135K | 0.33% | 82 |
|
|
2021
Q3 | $1.79M | Buy |
10,562
+704
| +7% | +$119K | 0.42% | 75 |
|
|
2021
Q2 | $1.73M | Sell |
9,858
-332
| -3% | -$58.4K | 0.41% | 79 |
|
|
2021
Q1 | $1.88M | Sell |
10,190
-2,493
| -20% | -$460K | 0.46% | 76 |
|
|
2020
Q4 | $2.3M | Sell |
12,683
-2,195
| -15% | -$398K | 0.64% | 57 |
|
|
2020
Q3 | $1.85M | Sell |
14,878
-249
| -2% | -$30.9K | 0.62% | 58 |
|
|
2020
Q2 | $1.69M | Buy |
15,127
+234
| +2% | +$26.1K | 0.61% | 60 |
|
|
2020
Q1 | $1.44M | Sell |
14,893
-1,367
| -8% | -$132K | 0.63% | 56 |
|
|
2019
Q4 | $2.35M | Sell |
16,260
-604
| -4% | -$87.4K | 0.87% | 50 |
|
|
2019
Q3 | $2.2M | Buy |
16,864
+423
| +3% | +$55.1K | 0.83% | 53 |
|
|
2019
Q2 | $2.3M | Sell |
16,441
-268
| -2% | -$37.4K | 0.86% | 55 |
|
|
2019
Q1 | $1.86M | Sell |
16,709
-6,526
| -28% | -$725K | 0.72% | 61 |
|
|
2018
Q4 | $2.55M | Buy |
23,235
+4,986
| +27% | +$547K | 1.19% | 23 |
|
|
2018
Q3 | $2.13M | Buy |
18,249
+1,817
| +11% | +$212K | 0.83% | 50 |
|
|
2018
Q2 | $1.72M | Sell |
16,432
-207
| -1% | -$21.7K | 0.72% | 57 |
|
|
2018
Q1 | $1.67M | Buy |
16,639
+100
| +0.6% | +$10K | 0.74% | 57 |
|
|
2017
Q4 | $1.78M | Buy |
16,539
+678
| +4% | +$72.9K | 0.8% | 48 |
|
|
2017
Q3 | $1.56M | Buy |
15,861
+5,277
| +50% | +$520K | 0.73% | 53 |
|
|
2017
Q2 | $1.13M | Sell |
10,584
-925
| -8% | -$98.3K | 0.54% | 68 |
|
|
2017
Q1 | $1.31M | Buy |
11,509
+1,696
| +17% | +$192K | 0.66% | 54 |
|
|
2016
Q4 | $1.02M | Buy |
9,813
+4,427
| +82% | +$462K | 0.63% | 56 |
|
|
2016
Q3 | $500K | Buy |
5,386
+272
| +5% | +$25.3K | 0.29% | 83 |
|
|
2016
Q2 | $500K | Buy |
5,114
+1,877
| +58% | +$184K | 0.31% | 78 |
|
|
2016
Q1 | $321K | Buy |
+3,237
| New | +$321K | 0.19% | 89 |
|