Investmark Advisory Group’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 | $241K | Buy |
+1,939
| New | +$241K | 0.11% | 119 |
|
|
2025
Q1 | – | Sell |
-1,899
| Closed | -$211K | – | 118 |
|
|
2024
Q4 | $211K | Sell |
1,899
-534
| -22% | -$59.5K | 0.1% | 114 |
|
|
2024
Q3 | $234K | Sell |
2,433
-217
| -8% | -$20.9K | 0.11% | 110 |
|
|
2024
Q2 | $263K | Sell |
2,650
-1
| -0% | -$99 | 0.14% | 94 |
|
|
2024
Q1 | $324K | Buy |
2,651
+8
| +0.3% | +$979 | 0.18% | 88 |
|
|
2023
Q4 | $239K | Buy |
2,643
+31
| +1% | +$2.8K | 0.14% | 98 |
|
|
2023
Q3 | $212K | Buy |
2,612
+67
| +3% | +$5.43K | 0.14% | 96 |
|
|
2023
Q2 | $227K | Sell |
2,545
-514
| -17% | -$45.9K | 0.15% | 93 |
|
|
2023
Q1 | $306K | Sell |
3,059
-37
| -1% | -$3.71K | 0.22% | 75 |
|
|
2022
Q4 | $269K | Buy |
3,096
+177
| +6% | +$15.4K | 0.2% | 82 |
|
|
2022
Q3 | $275K | Buy |
2,919
+195
| +7% | +$18.4K | 0.25% | 71 |
|
|
2022
Q2 | $257K | Buy |
2,724
+303
| +13% | +$28.6K | 0.25% | 65 |
|
|
2022
Q1 | $332K | Buy |
2,421
+4
| +0.2% | +$549 | 0.34% | 57 |
|
|
2021
Q4 | $374K | Buy |
+2,417
| New | +$374K | 0.35% | 50 |
|