Journey 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 | $1.37M | Sell |
11,044
-289
| -3% | -$35.8K | 0.11% | 143 |
|
|
2025
Q1 | $1.12M | Sell |
11,333
-1,522
| -12% | -$150K | 0.09% | 143 |
|
|
2024
Q4 | $1.28M | Hold |
12,855
| – | – | 0.15% | 96 |
|
|
2024
Q3 | $1.28M | Sell |
12,855
-199
| -2% | -$19.8K | 0.15% | 96 |
|
|
2024
Q2 | $1.3M | Sell |
13,054
-1,785
| -12% | -$177K | 0.15% | 95 |
|
|
2024
Q1 | $1.82M | Sell |
14,839
-2,117
| -12% | -$259K | 0.22% | 88 |
|
|
2023
Q4 | $1.53M | Sell |
16,956
-1,612
| -9% | -$146K | 0.21% | 92 |
|
|
2023
Q3 | $1.5M | Sell |
18,568
-1,715
| -8% | -$139K | 0.22% | 91 |
|
|
2023
Q2 | $1.81M | Sell |
20,283
-6,904
| -25% | -$616K | 0.27% | 86 |
|
|
2023
Q1 | $2.72M | Sell |
27,187
-3,313
| -11% | -$332K | 0.43% | 70 |
|
|
2022
Q4 | $2.65M | Sell |
30,500
-2,349
| -7% | -$204K | 0.66% | 40 |
|
|
2022
Q3 | $3.1M | Buy |
32,849
+773
| +2% | +$72.9K | 0.79% | 29 |
|
|
2022
Q2 | $3.41M | Sell |
32,076
-527
| -2% | -$56K | 0.78% | 28 |
|
|
2022
Q1 | $4.47M | Buy |
32,603
+2,533
| +8% | +$347K | 1.13% | 18 |
|
|
2021
Q4 | $4.66M | Buy |
30,070
+2,577
| +9% | +$399K | 1.29% | 15 |
|
|
2021
Q3 | $4.65M | Sell |
27,493
-1,713
| -6% | -$290K | 1.51% | 14 |
|
|
2021
Q2 | $5.13M | Buy |
29,206
+930
| +3% | +$163K | 1.63% | 13 |
|
|
2021
Q1 | $5.22M | Sell |
28,276
-1
| -0% | -$185 | 1.82% | 13 |
|
|
2020
Q4 | $5.12M | Buy |
+28,277
| New | +$5.12M | 1.92% | 13 |
|