Latitude Advisors’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 | $357K | Buy |
2,881
+41
| +1% | +$5.09K | 0.18% | 121 |
|
|
2025
Q1 | $280K | Sell |
2,840
-71
| -2% | -$7.01K | 0.16% | 149 |
|
|
2024
Q4 | $324K | Buy |
2,911
+138
| +5% | +$15.4K | 0.18% | 123 |
|
|
2024
Q3 | $267K | Sell |
2,773
-35
| -1% | -$3.37K | 0.15% | 146 |
|
|
2024
Q2 | $279K | Buy |
2,808
+186
| +7% | +$18.5K | 0.17% | 127 |
|
|
2024
Q1 | $321K | Sell |
2,622
-560
| -18% | -$68.5K | 0.2% | 112 |
|
|
2023
Q4 | $287K | Sell |
3,182
-80
| -2% | -$7.22K | 0.2% | 121 |
|
|
2023
Q3 | $264K | Buy |
3,262
+111
| +4% | +$9K | 0.19% | 126 |
|
|
2023
Q2 | $281K | Sell |
3,151
-2,128
| -40% | -$190K | 0.2% | 118 |
|
|
2023
Q1 | $529K | Sell |
5,279
-26
| -0.5% | -$2.6K | 0.38% | 60 |
|
|
2022
Q4 | $461K | Sell |
5,305
-57
| -1% | -$4.95K | 0.35% | 64 |
|
|
2022
Q3 | $506K | Buy |
5,362
+771
| +17% | +$72.8K | 0.42% | 50 |
|
|
2022
Q2 | $433K | Sell |
4,591
-3,839
| -46% | -$362K | 0.4% | 67 |
|
|
2022
Q1 | $1.16M | Buy |
8,430
+2,548
| +43% | +$349K | 0.26% | 86 |
|
|
2021
Q4 | $911K | Buy |
5,882
+370
| +7% | +$57.3K | 0.25% | 82 |
|
|
2021
Q3 | $932K | Buy |
5,512
+2,740
| +99% | +$463K | 0.3% | 64 |
|
|
2021
Q2 | $487K | Buy |
2,772
+159
| +6% | +$27.9K | 0.36% | 61 |
|
|
2021
Q1 | $482K | Sell |
2,613
-23
| -0.9% | -$4.24K | 0.39% | 54 |
|
|
2020
Q4 | $478K | Buy |
+2,636
| New | +$478K | 0.42% | 60 |
|