Investment House LLC’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 | $4.08M | Buy |
32,892
+27,692
| +533% | +$3.43M | 0.21% | 88 |
|
|
2025
Q1 | $513K | Hold |
5,200
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $579K | Hold |
5,200
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $500K | Sell |
5,200
-19,295
| -79% | -$1.86M | 0.03% | 171 |
|
|
2024
Q2 | $2.43M | Buy |
24,495
+17,846
| +268% | +$1.77M | 0.14% | 97 |
|
|
2024
Q1 | $814K | Buy |
6,649
+474
| +8% | +$58K | 0.05% | 136 |
|
|
2023
Q4 | $558K | Sell |
6,175
-100
| -2% | -$9.03K | 0.04% | 145 |
|
|
2023
Q3 | $509K | Sell |
6,275
-70,998
| -92% | -$5.75M | 0.04% | 144 |
|
|
2023
Q2 | $6.9M | Buy |
77,273
+68,347
| +766% | +$6.1M | 0.52% | 54 |
|
|
2023
Q1 | $894K | Buy |
8,926
+348
| +4% | +$34.8K | 0.07% | 120 |
|
|
2022
Q4 | $745K | Sell |
8,578
-55
| -0.6% | -$4.78K | 0.07% | 110 |
|
|
2022
Q3 | $814K | Sell |
8,633
-191
| -2% | -$18K | 0.08% | 110 |
|
|
2022
Q2 | $833K | Sell |
8,824
-8,077
| -48% | -$762K | 0.07% | 105 |
|
|
2022
Q1 | $2.32M | Sell |
16,901
-1,379
| -8% | -$189K | 0.17% | 83 |
|
|
2021
Q4 | $2.83M | Buy |
18,280
+5
| +0% | +$774 | 0.18% | 82 |
|
|
2021
Q3 | $3.09M | Sell |
18,275
-426
| -2% | -$72.1K | 0.23% | 75 |
|
|
2021
Q2 | $3.29M | Buy |
18,701
+190
| +1% | +$33.4K | 0.23% | 74 |
|
|
2021
Q1 | $3.42M | Sell |
18,511
-3,755
| -17% | -$693K | 0.26% | 74 |
|
|
2020
Q4 | $4.03M | Sell |
22,266
-644
| -3% | -$117K | 0.28% | 71 |
|
|
2020
Q3 | $2.84M | Sell |
22,910
-227
| -1% | -$28.2K | 0.22% | 76 |
|
|
2020
Q2 | $2.58M | Sell |
23,137
-13,054
| -36% | -$1.46M | 0.23% | 80 |
|
|
2020
Q1 | $3.5M | Buy |
36,191
+12,636
| +54% | +$1.22M | 0.4% | 65 |
|
|
2019
Q4 | $3.41M | Buy |
23,555
+2,492
| +12% | +$360K | 0.32% | 69 |
|
|
2019
Q3 | $2.75M | Buy |
21,063
+3,764
| +22% | +$491K | 0.28% | 78 |
|
|
2019
Q2 | $2.42M | Buy |
17,299
+9,201
| +114% | +$1.29M | 0.25% | 81 |
|
|
2019
Q1 | $899K | Buy |
8,098
+100
| +1% | +$11.1K | 0.1% | 114 |
|
|
2018
Q4 | $877K | Buy |
7,998
+62
| +0.8% | +$6.8K | 0.11% | 106 |
|
|
2018
Q3 | $928K | Sell |
7,936
-175
| -2% | -$20.5K | 0.1% | 112 |
|
|
2018
Q2 | $850K | Buy |
8,111
+250
| +3% | +$26.2K | 0.1% | 114 |
|
|
2018
Q1 | $790K | Sell |
7,861
-11,184
| -59% | -$1.12M | 0.1% | 119 |
|
|
2017
Q4 | $2.05M | Buy |
19,045
+11,892
| +166% | +$1.28M | 0.25% | 88 |
|
|
2017
Q3 | $705K | Buy |
7,153
+100
| +1% | +$9.86K | 0.09% | 120 |
|
|
2017
Q2 | $749K | Hold |
7,053
| – | – | 0.1% | 123 |
|
|
2017
Q1 | $800K | Hold |
7,053
| – | – | 0.11% | 119 |
|
|
2016
Q4 | $735K | Buy |
7,053
+100
| +1% | +$10.4K | 0.11% | 116 |
|
|
2016
Q3 | $646K | Hold |
6,953
| – | – | 0.1% | 126 |
|
|
2016
Q2 | $680K | Buy |
6,953
+100
| +1% | +$9.78K | 0.11% | 120 |
|
|
2016
Q1 | $681K | Hold |
6,853
| – | – | 0.11% | 119 |
|
|
2015
Q4 | $720K | Sell |
6,853
-75
| -1% | -$7.88K | 0.12% | 106 |
|
|
2015
Q3 | $708K | Buy |
6,928
+150
| +2% | +$15.3K | 0.12% | 109 |
|
|
2015
Q2 | $773K | Buy |
6,778
+125
| +2% | +$14.3K | 0.12% | 110 |
|
|
2015
Q1 | $697K | Sell |
6,653
-25
| -0.4% | -$2.62K | 0.11% | 111 |
|
|
2014
Q4 | $629K | Buy |
6,678
+825
| +14% | +$77.7K | 0.1% | 115 |
|
|
2014
Q3 | $521K | Buy |
5,853
+150
| +3% | +$13.4K | 0.09% | 118 |
|
|
2014
Q2 | $489K | Buy |
5,703
+100
| +2% | +$8.57K | 0.08% | 118 |
|
|
2014
Q1 | $448K | Hold |
5,603
| – | – | 0.08% | 120 |
|
|
2013
Q4 | $428K | Hold |
5,603
| – | – | 0.08% | 120 |
|
|
2013
Q3 | $361K | Hold |
5,603
| – | – | 0.07% | 117 |
|
|
2013
Q2 | $354K | Buy |
+5,603
| New | +$354K | 0.08% | 113 |
|