Investment Research & 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 | $94.6K | Buy |
763
+374
| +96% | +$46.4K | 0.04% | 87 |
|
|
2025
Q1 | $38.4K | Buy |
389
+37
| +11% | +$3.65K | 0.02% | 122 |
|
|
2024
Q4 | $39.2K | Sell |
352
-142
| -29% | -$15.8K | 0.02% | 110 |
|
|
2024
Q3 | $47.5K | Sell |
494
-29,026
| -98% | -$2.79M | 0.02% | 103 |
|
|
2024
Q2 | $2.93M | Sell |
29,520
-97
| -0.3% | -$9.63K | 1.3% | 21 |
|
|
2024
Q1 | $3.62M | Buy |
29,617
+10,629
| +56% | +$1.3M | 1.67% | 18 |
|
|
2023
Q4 | $1.71M | Sell |
18,988
-5,378
| -22% | -$486K | 0.88% | 34 |
|
|
2023
Q3 | $1.97M | Buy |
24,366
+24,365
| +2,436,500% | +$1.97M | 1.12% | 29 |
|
|
2023
Q2 | $1.51M | Sell |
1
-16,789
| -100% | -$25.4B | 0.87% | 34 |
|
|
2023
Q1 | $1.68M | Buy |
16,790
+4,213
| +33% | +$422K | 1.08% | 29 |
|
|
2022
Q4 | $1.09M | Sell |
12,577
-5,404
| -30% | -$470K | 0.72% | 35 |
|
|
2022
Q3 | $1.7M | Buy |
17,981
+1,811
| +11% | +$171K | 1.27% | 25 |
|
|
2022
Q2 | $1.53M | Buy |
16,170
+1,754
| +12% | +$166K | 1.1% | 29 |
|
|
2022
Q1 | $1.98M | Buy |
14,416
+680
| +5% | +$93.3K | 1.24% | 25 |
|
|
2021
Q4 | $2.13M | Sell |
13,736
-241
| -2% | -$37.3K | 1.29% | 24 |
|
|
2021
Q3 | $2.38M | Buy |
13,977
+265
| +2% | +$45.1K | 1.56% | 19 |
|
|
2021
Q2 | $2.41M | Buy |
13,712
+89
| +0.7% | +$15.6K | 1.59% | 19 |
|
|
2021
Q1 | $2.51M | Sell |
13,623
-572
| -4% | -$106K | 1.85% | 15 |
|
|
2020
Q4 | $2.57M | Buy |
14,195
+349
| +3% | +$63.2K | 1.91% | 14 |
|
|
2020
Q3 | $1.72M | Sell |
13,846
-188
| -1% | -$23.3K | 1.43% | 24 |
|
|
2020
Q2 | $1.55M | Buy |
14,034
+7,855
| +127% | +$868K | 1.39% | 23 |
|
|
2020
Q1 | $587K | Sell |
6,179
-1,629
| -21% | -$155K | 0.54% | 30 |
|
|
2019
Q4 | $1.13M | Buy |
+7,808
| New | +$1.13M | 1.04% | 23 |
|