Investment Partners’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 | $653K | Sell |
5,268
-2,714
| -34% | -$337K | 0.25% | 84 |
|
|
2025
Q1 | $788K | Sell |
7,982
-16
| -0.2% | -$1.58K | 0.33% | 75 |
|
|
2024
Q4 | $891K | Sell |
7,998
-136
| -2% | -$15.1K | 0.37% | 67 |
|
|
2024
Q3 | $782K | Sell |
8,134
-67
| -0.8% | -$6.45K | 0.33% | 73 |
|
|
2024
Q2 | $814K | Sell |
8,201
-40
| -0.5% | -$3.97K | 0.37% | 68 |
|
|
2024
Q1 | $1.01M | Buy |
8,241
+15
| +0.2% | +$1.84K | 0.46% | 57 |
|
|
2023
Q4 | $743K | Sell |
8,226
-356
| -4% | -$32.1K | 0.37% | 73 |
|
|
2023
Q3 | $696K | Sell |
8,582
-54
| -0.6% | -$4.38K | 0.37% | 72 |
|
|
2023
Q2 | $771K | Sell |
8,636
-38
| -0.4% | -$3.39K | 0.4% | 70 |
|
|
2023
Q1 | $869K | Sell |
8,674
-1,054
| -11% | -$106K | 0.46% | 64 |
|
|
2022
Q4 | $845K | Sell |
9,728
-10,409
| -52% | -$904K | 0.45% | 68 |
|
|
2022
Q3 | $1.9M | Buy |
20,137
+8,715
| +76% | +$822K | 0.57% | 49 |
|
|
2022
Q2 | $1.08M | Sell |
11,422
-338
| -3% | -$31.9K | 0.53% | 52 |
|
|
2022
Q1 | $1.61M | Buy |
11,760
+130
| +1% | +$17.8K | 0.68% | 35 |
|
|
2021
Q4 | $1.8M | Buy |
11,630
+576
| +5% | +$89.2K | 0.74% | 33 |
|
|
2021
Q3 | $1.87M | Sell |
11,054
-108
| -1% | -$18.3K | 0.85% | 31 |
|
|
2021
Q2 | $1.96M | Buy |
11,162
+596
| +6% | +$105K | 0.9% | 31 |
|
|
2021
Q1 | $1.95M | Buy |
10,566
+50
| +0.5% | +$9.23K | 0.95% | 31 |
|
|
2020
Q4 | $1.91M | Sell |
10,516
-714
| -6% | -$129K | 1.01% | 29 |
|
|
2020
Q3 | $1.39M | Sell |
11,230
-1,500
| -12% | -$186K | 0.83% | 36 |
|
|
2020
Q2 | $1.42M | Sell |
12,730
-50
| -0.4% | -$5.58K | 0.83% | 36 |
|
|
2020
Q1 | $1.24M | Buy |
12,780
+739
| +6% | +$71.4K | 0.89% | 39 |
|
|
2019
Q4 | $1.74M | Sell |
12,041
-497
| -4% | -$71.9K | 1.17% | 25 |
|
|
2019
Q3 | $1.63M | Sell |
12,538
-308
| -2% | -$40.1K | 1.19% | 26 |
|
|
2019
Q2 | $1.79M | Buy |
12,846
+313
| +2% | +$43.7K | 1.29% | 22 |
|
|
2019
Q1 | $1.39M | Buy |
12,533
+172
| +1% | +$19.1K | 1.01% | 35 |
|
|
2018
Q4 | $1.36M | Hold |
12,361
| – | – | 1.14% | 30 |
|
|
2018
Q3 | $0 | Buy |
12,361
+9
| +0.1% | – | ﹤0.01% | 138 |
|
|
2018
Q2 | $1.3M | Sell |
12,352
-550
| -4% | -$57.7K | 0.96% | 32 |
|
|
2018
Q1 | $1.3M | Sell |
12,902
-742
| -5% | -$74.5K | 0.97% | 32 |
|
|
2017
Q4 | $1.47M | Buy |
13,644
+31
| +0.2% | +$3.33K | 1.09% | 31 |
|
|
2017
Q3 | $1.34M | Sell |
13,613
-141
| -1% | -$13.9K | 1.15% | 31 |
|
|
2017
Q2 | $1.46M | Buy |
13,754
+504
| +4% | +$53.5K | 1.33% | 21 |
|
|
2017
Q1 | $1.5M | Sell |
13,250
-992
| -7% | -$112K | 1.45% | 20 |
|
|
2016
Q4 | $1.48M | Sell |
14,242
-6,046
| -30% | -$630K | 1.45% | 20 |
|
|
2016
Q3 | $1.88M | Buy |
20,288
+6,142
| +43% | +$570K | 1.07% | 32 |
|
|
2016
Q2 | $1.38M | Buy |
14,146
+64
| +0.5% | +$6.26K | 1.38% | 24 |
|
|
2016
Q1 | $1.48M | Buy |
14,082
+4,842
| +52% | +$509K | 0.96% | 37 |
|
|
2015
Q4 | $972K | Buy |
9,240
+200
| +2% | +$21K | 1.17% | 31 |
|
|
2015
Q3 | $923K | Sell |
9,040
-290
| -3% | -$29.6K | 1.21% | 33 |
|
|
2015
Q2 | $1.07M | Buy |
9,330
+200
| +2% | +$22.9K | 1.28% | 23 |
|
|
2015
Q1 | $957K | Buy |
9,130
+257
| +3% | +$26.9K | 1.05% | 30 |
|
|
2014
Q4 | $835K | Buy |
+8,873
| New | +$835K | 0.96% | 42 |
|