Larson Financial 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 | $6.29M | Buy |
50,700
+30,260
| +148% | +$3.75M | 0.25% | 89 |
|
|
2025
Q1 | $2.02M | Buy |
20,440
+3,918
| +24% | +$387K | 0.1% | 187 |
|
|
2024
Q4 | $1.84M | Buy |
16,522
+1,726
| +12% | +$192K | 0.1% | 183 |
|
|
2024
Q3 | $1.42M | Buy |
14,796
+3,914
| +36% | +$376K | 0.08% | 194 |
|
|
2024
Q2 | $1.08M | Buy |
10,882
+1,049
| +11% | +$104K | 0.07% | 191 |
|
|
2024
Q1 | $1.2M | Buy |
9,833
+408
| +4% | +$49.9K | 0.09% | 160 |
|
|
2023
Q4 | $851K | Sell |
9,425
-665
| -7% | -$60K | 0.07% | 163 |
|
|
2023
Q3 | $818K | Sell |
10,090
-14,064
| -58% | -$1.14M | 0.08% | 166 |
|
|
2023
Q2 | $2.16M | Sell |
24,154
-1,530
| -6% | -$137K | 0.22% | 89 |
|
|
2023
Q1 | $2.57M | Sell |
25,684
-583
| -2% | -$58.4K | 0.28% | 69 |
|
|
2022
Q4 | $2.28M | Sell |
26,267
-1,659
| -6% | -$144K | 0.27% | 74 |
|
|
2022
Q3 | $2.63M | Buy |
27,926
+17,675
| +172% | +$1.67M | 0.37% | 48 |
|
|
2022
Q2 | $968K | Buy |
10,251
+1,164
| +13% | +$110K | 0.17% | 70 |
|
|
2022
Q1 | $1.25M | Buy |
9,087
+542
| +6% | +$74.3K | 0.2% | 61 |
|
|
2021
Q4 | $1.32M | Buy |
8,545
+420
| +5% | +$65.1K | 0.21% | 60 |
|
|
2021
Q3 | $1.38M | Buy |
8,125
+175
| +2% | +$29.6K | 0.27% | 49 |
|
|
2021
Q2 | $1.4M | Sell |
7,950
-38
| -0.5% | -$6.68K | 0.32% | 40 |
|
|
2021
Q1 | $1.47M | Sell |
7,988
-517
| -6% | -$95.4K | 0.43% | 32 |
|
|
2020
Q4 | $1.54M | Sell |
8,505
-26
| -0.3% | -$4.71K | 0.52% | 32 |
|
|
2020
Q3 | $1.06M | Sell |
8,531
-253
| -3% | -$31.4K | 0.43% | 34 |
|
|
2020
Q2 | $980K | Sell |
8,784
-344
| -4% | -$38.4K | 0.47% | 43 |
|
|
2020
Q1 | $882K | Buy |
9,128
+974
| +12% | +$94.1K | 0.55% | 40 |
|
|
2019
Q4 | $1.18M | Buy |
8,154
+451
| +6% | +$65.2K | 0.68% | 29 |
|
|
2019
Q3 | $1M | Buy |
7,703
+3,460
| +82% | +$451K | 0.66% | 31 |
|
|
2019
Q2 | $592K | Sell |
4,243
-3
| -0.1% | -$419 | 0.44% | 35 |
|
|
2019
Q1 | $471K | Buy |
4,246
+130
| +3% | +$14.4K | 0.37% | 36 |
|
|
2018
Q4 | $451K | Buy |
4,116
+1,490
| +57% | +$163K | 0.42% | 35 |
|
|
2018
Q3 | $307K | Buy |
2,626
+535
| +26% | +$62.5K | 0.35% | 34 |
|
|
2018
Q2 | $219K | Buy |
+2,091
| New | +$219K | 0.25% | 41 |
|
|
2018
Q1 | – | Sell |
-5,126
| Closed | -$551K | – | 49 |
|
|
2017
Q4 | $551K | Buy |
+5,126
| New | +$551K | 0.46% | 34 |
|