Insigneo 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 | $5.06M | Sell |
40,777
-1,988
| -5% | -$247K | 0.43% | 37 |
|
2025
Q1 | $4.22M | Sell |
42,765
-773
| -2% | -$76.3K | 0.44% | 38 |
|
2024
Q4 | $4.85M | Sell |
43,538
-715
| -2% | -$79.6K | 0.5% | 29 |
|
2024
Q3 | $4.26M | Buy |
44,253
+2,149
| +5% | +$207K | 0.43% | 39 |
|
2024
Q2 | $3.7M | Sell |
42,104
-10,068
| -19% | -$884K | 0.42% | 41 |
|
2024
Q1 | $6.38M | Buy |
52,172
+6,770
| +15% | +$828K | 0.76% | 18 |
|
2023
Q4 | $4.11M | Buy |
45,402
+2,979
| +7% | +$270K | 0.58% | 29 |
|
2023
Q3 | $3.44M | Buy |
42,423
+5,890
| +16% | +$477K | 0.7% | 21 |
|
2023
Q2 | $3.26M | Buy |
36,533
+17,680
| +94% | +$1.58M | 0.63% | 27 |
|
2023
Q1 | $1.89M | Buy |
18,853
+600
| +3% | +$60K | 0.6% | 29 |
|
2022
Q4 | $1.59M | Buy |
+18,253
| New | +$1.59M | 0.6% | 35 |
|