INVST’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.32M | Sell |
13,340
-4,882
| -27% | -$482K | 0.18% | 99 |
|
|
2024
Q4 | $2.03M | Buy |
18,222
+151
| +0.8% | +$16.8K | 0.25% | 77 |
|
|
2024
Q3 | $1.74M | Sell |
18,071
-78
| -0.4% | -$7.5K | 0.21% | 77 |
|
|
2024
Q2 | $1.78M | Buy |
18,149
+348
| +2% | +$34.1K | 0.2% | 74 |
|
|
2024
Q1 | $2.16M | Buy |
17,801
+2,877
| +19% | +$350K | 0.26% | 64 |
|
|
2023
Q4 | $1.48M | Sell |
14,924
-1,745
| -10% | -$173K | 0.19% | 76 |
|
|
2023
Q3 | $1.35M | Buy |
16,669
+792
| +5% | +$64.2K | 0.2% | 74 |
|
|
2023
Q2 | $1.42M | Sell |
15,877
-206
| -1% | -$18.4K | 0.21% | 62 |
|
|
2023
Q1 | $1.61M | Buy |
16,083
+3,270
| +26% | +$327K | 0.25% | 54 |
|
|
2022
Q4 | $1.39M | Sell |
12,813
-2,446
| -16% | -$265K | 0.22% | 64 |
|
|
2022
Q3 | $1.45M | Buy |
15,259
+374
| +3% | +$35.6K | 0.25% | 51 |
|
|
2022
Q2 | $1.67M | Buy |
14,885
+433
| +3% | +$48.7K | 0.26% | 49 |
|
|
2022
Q1 | $1.55M | Buy |
14,452
+474
| +3% | +$50.7K | 0.25% | 56 |
|
|
2021
Q4 | $2.04M | Buy |
13,978
+1,307
| +10% | +$191K | 0.32% | 44 |
|
|
2021
Q3 | $2.14M | Buy |
12,671
+1,107
| +10% | +$187K | 0.34% | 50 |
|
|
2021
Q2 | $2.07M | Buy |
11,564
+1,049
| +10% | +$188K | 0.34% | 48 |
|
|
2021
Q1 | $1.96M | Buy |
10,515
+969
| +10% | +$180K | 0.34% | 47 |
|
|
2020
Q4 | $1.73M | Buy |
9,546
+1,876
| +24% | +$340K | 0.31% | 47 |
|
|
2020
Q3 | $946K | Buy |
7,670
+939
| +14% | +$116K | 0.22% | 54 |
|
|
2020
Q2 | $761K | Buy |
6,731
+2,788
| +71% | +$315K | 0.23% | 56 |
|
|
2020
Q1 | $374K | Buy |
3,943
+1,450
| +58% | +$138K | 0.16% | 61 |
|
|
2019
Q4 | $361K | Buy |
2,493
+91
| +4% | +$13.2K | 0.14% | 60 |
|
|
2019
Q3 | $311K | Buy |
2,402
+52
| +2% | +$6.73K | 0.14% | 62 |
|
|
2019
Q2 | $333K | Sell |
2,350
-53
| -2% | -$7.51K | 0.17% | 45 |
|
|
2019
Q1 | $270K | Buy |
2,403
+176
| +8% | +$19.8K | 0.14% | 47 |
|
|
2018
Q4 | $244K | Buy |
2,227
+5
| +0.2% | +$548 | 0.14% | 40 |
|
|
2018
Q3 | $258K | Sell |
2,222
-173
| -7% | -$20.1K | 0.13% | 43 |
|
|
2018
Q2 | $251K | Buy |
+2,395
| New | +$251K | 0.15% | 42 |
|