Investment 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 | $283K | Sell |
2,283
-117
| -5% | -$14.5K | 0.09% | 141 |
|
|
2025
Q1 | $237K | Sell |
2,400
-13
| -0.5% | -$1.28K | 0.08% | 147 |
|
|
2024
Q4 | $269K | Buy |
2,413
+173
| +8% | +$19.3K | 0.09% | 135 |
|
|
2024
Q3 | $216K | Buy |
2,240
+9
| +0.4% | +$866 | 0.07% | 159 |
|
|
2024
Q2 | $222K | Sell |
2,231
-172
| -7% | -$17.1K | 0.09% | 148 |
|
|
2024
Q1 | $294K | Sell |
2,403
-335
| -12% | -$41K | 0.12% | 118 |
|
|
2023
Q4 | $247K | Sell |
2,738
-73
| -3% | -$6.59K | 0.11% | 124 |
|
|
2023
Q3 | $228K | Buy |
2,811
+20
| +0.7% | +$1.62K | 0.12% | 123 |
|
|
2023
Q2 | $249K | Hold |
2,791
| – | – | 0.13% | 117 |
|
|
2023
Q1 | $279K | Buy |
+2,791
| New | +$279K | 0.16% | 106 |
|
|
2022
Q4 | – | Sell |
-2,992
| Closed | -$282K | – | 138 |
|
|
2022
Q3 | $282K | Buy |
2,992
+727
| +32% | +$68.5K | 0.2% | 94 |
|
|
2022
Q2 | $213K | Sell |
2,265
-381
| -14% | -$35.8K | 0.14% | 116 |
|
|
2022
Q1 | $363K | Hold |
2,646
| – | – | 0.22% | 78 |
|
|
2021
Q4 | $403K | Buy |
+2,646
| New | +$403K | 0.26% | 73 |
|