Joseph Group Capital Management’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 | $78.4K | Buy |
632
+132
| +26% | +$16.4K | 0.03% | 67 |
|
|
2025
Q1 | $49.4K | Hold |
500
| – | – | 0.02% | 71 |
|
|
2024
Q4 | $55.7K | Buy |
+500
| New | +$55.7K | 0.02% | 67 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$61.2K | – | 77 |
|
|
2024
Q1 | $61.2K | Hold |
500
| – | – | 0.03% | 63 |
|
|
2023
Q4 | $45.1K | Sell |
500
-254
| -34% | -$22.9K | 0.03% | 65 |
|
|
2023
Q3 | $61.1K | Buy |
754
+454
| +151% | +$36.8K | 0.04% | 61 |
|
|
2023
Q2 | $26.8K | Hold |
300
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $30K | Sell |
300
-11,971
| -98% | -$1.2M | 0.03% | 71 |
|
|
2022
Q4 | $1.07M | Sell |
12,271
-227
| -2% | -$19.7K | 1.01% | 32 |
|
|
2022
Q3 | $1.18M | Buy |
12,498
+1,216
| +11% | +$115K | 1.29% | 28 |
|
|
2022
Q2 | $1.07M | Buy |
11,282
+737
| +7% | +$69.6K | 1.07% | 31 |
|
|
2022
Q1 | $1.45M | Buy |
10,545
+390
| +4% | +$53.5K | 1.46% | 19 |
|
|
2021
Q4 | $1.57M | Buy |
+10,155
| New | +$1.57M | 1.51% | 18 |
|