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 |
|