Krilogy Financial’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 | $4.54M | Buy |
36,643
+2,147
| +6% | +$266K | 0.26% | 80 |
|
|
2025
Q1 | $3.4M | Buy |
34,496
+3,899
| +13% | +$385K | 0.22% | 94 |
|
|
2024
Q4 | $3.41M | Sell |
30,597
-4,121
| -12% | -$459K | 0.23% | 92 |
|
|
2024
Q3 | $3.34M | Sell |
34,718
-866
| -2% | -$83.3K | 0.23% | 99 |
|
|
2024
Q2 | $3.53M | Buy |
35,584
+5,699
| +19% | +$566K | 0.26% | 87 |
|
|
2024
Q1 | $3.66M | Sell |
29,885
-11,431
| -28% | -$1.4M | 0.28% | 86 |
|
|
2023
Q4 | $3.73M | Buy |
41,316
+3,046
| +8% | +$275K | 0.32% | 74 |
|
|
2023
Q3 | $3.1M | Buy |
38,270
+5,625
| +17% | +$456K | 0.28% | 78 |
|
|
2023
Q2 | $2.91M | Sell |
32,645
-6,736
| -17% | -$601K | 0.26% | 83 |
|
|
2023
Q1 | $3.94M | Sell |
39,381
-789
| -2% | -$79K | 0.33% | 65 |
|
|
2022
Q4 | $3.49M | Buy |
40,170
+19,218
| +92% | +$1.67M | 0.33% | 57 |
|
|
2022
Q3 | $1.98M | Buy |
20,952
+485
| +2% | +$45.7K | 0.24% | 69 |
|
|
2022
Q2 | $1.93M | Buy |
20,467
+4,888
| +31% | +$461K | 0.22% | 73 |
|
|
2022
Q1 | $2.14M | Sell |
15,579
-2,011
| -11% | -$276K | 0.22% | 74 |
|
|
2021
Q4 | $2.72M | Buy |
17,590
+752
| +4% | +$116K | 0.27% | 57 |
|
|
2021
Q3 | $2.85M | Buy |
16,838
+437
| +3% | +$73.9K | 0.28% | 57 |
|
|
2021
Q2 | $2.88M | Buy |
16,401
+1,289
| +9% | +$227K | 0.29% | 56 |
|
|
2021
Q1 | $2.79M | Buy |
15,112
+2,304
| +18% | +$425K | 0.29% | 53 |
|
|
2020
Q4 | $2.32M | Buy |
12,808
+17
| +0.1% | +$3.08K | 0.28% | 58 |
|
|
2020
Q3 | $1.59M | Sell |
12,791
-852
| -6% | -$106K | 0.22% | 69 |
|
|
2020
Q2 | $1.52M | Sell |
13,643
-14,766
| -52% | -$1.65M | 0.23% | 62 |
|
|
2020
Q1 | $2.74M | Buy |
28,409
+1,359
| +5% | +$131K | 0.52% | 34 |
|
|
2019
Q4 | $3.91M | Buy |
27,050
+944
| +4% | +$137K | 0.64% | 28 |
|
|
2019
Q3 | $3.4M | Buy |
26,106
+4,657
| +22% | +$607K | 0.61% | 30 |
|
|
2019
Q2 | $3M | Buy |
21,449
+2,875
| +15% | +$401K | 0.57% | 34 |
|
|
2019
Q1 | $2.06M | Buy |
18,574
+16,287
| +712% | +$1.81M | 0.44% | 52 |
|
|
2018
Q4 | $251K | Buy |
2,287
+201
| +10% | +$22.1K | 0.07% | 111 |
|
|
2018
Q3 | $244K | Sell |
2,086
-183
| -8% | -$21.4K | 0.06% | 124 |
|
|
2018
Q2 | $238K | Buy |
2,269
+1,051
| +86% | +$110K | 0.06% | 126 |
|
|
2018
Q1 | $122K | Sell |
1,218
-425
| -26% | -$42.6K | 0.03% | 205 |
|
|
2017
Q4 | $177K | Sell |
1,643
-84
| -5% | -$9.05K | 0.04% | 161 |
|
|
2017
Q3 | $170K | Buy |
1,727
+305
| +21% | +$30K | 0.04% | 178 |
|
|
2017
Q2 | $151K | Buy |
1,422
+166
| +13% | +$17.6K | 0.04% | 164 |
|
|
2017
Q1 | $131K | Hold |
1,256
| – | – | 0.04% | 170 |
|
|
2016
Q4 | $131K | Buy |
1,256
+29
| +2% | +$3.03K | 0.04% | 170 |
|
|
2016
Q3 | $114K | Sell |
1,227
-65
| -5% | -$6.04K | 0.04% | 189 |
|
|
2016
Q2 | $126K | Buy |
1,292
+61
| +5% | +$5.95K | 0.04% | 176 |
|
|
2016
Q1 | $122K | Buy |
+1,231
| New | +$122K | 0.05% | 146 |
|
|
2015
Q4 | – | Sell |
-1,085
| Closed | -$111K | – | 450 |
|
|
2015
Q3 | $111K | Buy |
+1,085
| New | +$111K | 0.05% | 126 |
|