Integrated Investment Consultants’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
$1.17M Sell
9,407
-2,352
-20% -$292K 0.23% 72
2025
Q1
$1.16M Sell
11,759
-991
-8% -$97.8K 0.23% 76
2024
Q4
$1.42M Sell
12,750
-50,543
-80% -$5.63M 0.29% 64
2024
Q3
$576K Buy
63,293
+57,768
+1,046% +$526K 0.13% 124
2024
Q2
$676K Hold
5,525
0.19% 94
2024
Q1
$676K Buy
5,525
+36
+0.7% +$4.41K 0.19% 94
2023
Q4
$496K Hold
5,489
0.16% 120
2023
Q3
$445K Sell
5,489
-1,471
-21% -$119K 0.16% 117
2023
Q2
$621K Sell
6,960
-241
-3% -$21.5K 0.2% 84
2023
Q1
$721K Buy
7,201
+50
+0.7% +$5.01K 0.23% 66
2022
Q4
$621K Sell
7,151
-52
-0.7% -$4.52K 0.21% 78
2022
Q3
$679K Sell
7,203
-675
-9% -$63.6K 0.27% 60
2022
Q2
$744K Buy
7,878
+851
+12% +$80.4K 0.27% 55
2022
Q1
$964K Sell
7,027
-1,487
-17% -$204K 0.26% 61
2021
Q4
$1.32M Buy
8,514
+715
+9% +$111K 0.35% 43
2021
Q3
$1.32M Buy
7,799
+70
+0.9% +$11.8K 0.39% 39
2021
Q2
$1.36M Buy
7,729
+854
+12% +$150K 0.4% 39
2021
Q1
$1.27M Sell
6,875
-643
-9% -$119K 0.44% 34
2020
Q4
$1.36M Sell
7,518
-383
-5% -$69.4K 0.51% 35
2020
Q3
$980K Buy
7,901
+105
+1% +$13K 0.46% 38
2020
Q2
$869K Sell
7,796
-83
-1% -$9.25K 0.41% 42
2020
Q1
$761K Buy
7,879
+435
+6% +$42K 0.45% 43
2019
Q4
$1.08M Sell
7,444
-602
-7% -$87.1K 0.45% 43
2019
Q3
$1.05M Sell
8,046
-425
-5% -$55.4K 0.54% 37
2019
Q2
$1.18M Buy
8,471
+278
+3% +$38.8K 0.61% 34
2019
Q1
$910K Sell
8,193
-111
-1% -$12.3K 0.49% 42
2018
Q4
$911K Buy
8,304
+426
+5% +$46.7K 0.49% 37
2018
Q3
$921K Buy
7,878
+1
+0% +$117 0.45% 35
2018
Q2
$826K Sell
7,877
-56
-0.7% -$5.87K 0.43% 37
2018
Q1
$797K Buy
+7,933
New +$797K 0.32% 49
2017
Q3
$805K Buy
8,164
+61
+0.8% +$6.02K 0.35% 44
2017
Q2
$861K Hold
8,103
0.39% 42
2017
Q1
$919K Sell
8,103
-270
-3% -$30.6K 0.42% 39
2016
Q4
$873K Buy
8,373
+755
+10% +$78.7K 0.42% 39
2016
Q3
$694K Buy
7,618
+2
+0% +$182 0.35% 47
2016
Q2
$745K Buy
7,616
+125
+2% +$12.2K 0.42% 42
2016
Q1
$722K Hold
7,491
0.42% 38
2015
Q4
$726K Buy
+7,491
New +$726K 0.57% 30