Integral Investment Advisors’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 | $2.14M | Buy |
17,247
+362
| +2% | +$44.9K | 0.61% | 31 |
|
|
2025
Q1 | $1.67M | Buy |
16,885
+2,845
| +20% | +$281K | 0.53% | 37 |
|
|
2024
Q4 | $1.56M | Buy |
14,040
+1,522
| +12% | +$169K | 0.51% | 38 |
|
|
2024
Q3 | $1.2M | Buy |
12,518
+1,217
| +11% | +$117K | 0.4% | 50 |
|
|
2024
Q2 | $1.15M | Buy |
11,301
+4,259
| +60% | +$435K | 0.43% | 47 |
|
|
2024
Q1 | $852K | Buy |
7,042
+1,796
| +34% | +$217K | 0.35% | 62 |
|
|
2023
Q4 | $474K | Buy |
5,246
+318
| +6% | +$28.7K | 0.3% | 56 |
|
|
2023
Q3 | $399K | Buy |
4,928
+124
| +3% | +$10.1K | 0.28% | 57 |
|
|
2023
Q2 | $429K | Buy |
4,804
+201
| +4% | +$17.9K | 0.29% | 56 |
|
|
2023
Q1 | $461K | Buy |
4,603
+115
| +3% | +$11.5K | 0.33% | 53 |
|
|
2022
Q4 | $390K | Buy |
+4,488
| New | +$390K | 0.3% | 56 |
|
|
2022
Q2 | – | Sell |
-1,926
| Closed | -$264K | – | 81 |
|
|
2022
Q1 | $264K | Buy |
1,926
+436
| +29% | +$59.8K | 0.17% | 81 |
|
|
2021
Q4 | $231K | Buy |
+1,490
| New | +$231K | 0.17% | 84 |
|