Indie Asset Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,104
| Closed | -$234K | – | 100 |
|
|
2024
Q4 | $234K | Sell |
2,104
-45
| -2% | -$5.01K | 0.18% | 102 |
|
|
2024
Q3 | $207K | Sell |
2,149
-35
| -2% | -$3.37K | 0.15% | 110 |
|
|
2024
Q2 | $217K | Buy |
2,184
+233
| +12% | +$23.1K | 0.17% | 87 |
|
|
2024
Q1 | $239K | Buy |
+1,951
| New | +$239K | 0.21% | 72 |
|
|
2022
Q3 | – | Sell |
-2,255
| Closed | -$213K | – | 91 |
|
|
2022
Q2 | $213K | Buy |
2,255
+38
| +2% | +$3.59K | 0.19% | 96 |
|
|
2022
Q1 | $304K | Buy |
2,217
+6
| +0.3% | +$823 | 0.23% | 82 |
|
|
2021
Q4 | $342K | Buy |
2,211
+47
| +2% | +$7.27K | 0.25% | 85 |
|
|
2021
Q3 | $366K | Buy |
2,164
+50
| +2% | +$8.46K | 0.3% | 70 |
|
|
2021
Q2 | $372K | Sell |
2,114
-61
| -3% | -$10.7K | 0.3% | 68 |
|
|
2021
Q1 | $401K | Sell |
2,175
-375
| -15% | -$69.1K | 0.46% | 66 |
|
|
2020
Q4 | $462K | Sell |
2,550
-222
| -8% | -$40.2K | 0.54% | 49 |
|
|
2020
Q3 | $344K | Sell |
2,772
-30
| -1% | -$3.72K | 0.43% | 60 |
|
|
2020
Q2 | $361K | Sell |
2,802
-1,032
| -27% | -$133K | 0.45% | 61 |
|
|
2020
Q1 | $370K | Buy |
3,834
+1,720
| +81% | +$166K | 0.46% | 44 |
|
|
2019
Q4 | $306K | Buy |
+2,114
| New | +$306K | 0.33% | 61 |
|