LifeSteps 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 | $501K | Buy |
4,042
+207
| +5% | +$25.7K | 0.34% | 48 |
|
|
2025
Q1 | $378K | Sell |
3,835
-192
| -5% | -$18.9K | 0.31% | 55 |
|
|
2024
Q4 | $448K | Sell |
4,027
-372
| -8% | -$41.4K | 0.34% | 51 |
|
|
2024
Q3 | $423K | Sell |
4,399
-374
| -8% | -$36K | 0.33% | 51 |
|
|
2024
Q2 | $474K | Sell |
4,773
-1
| -0% | -$99 | 0.39% | 49 |
|
|
2024
Q1 | $584K | Buy |
4,774
+108
| +2% | +$13.2K | 0.44% | 42 |
|
|
2023
Q4 | $421K | Buy |
4,666
+306
| +7% | +$27.6K | 0.37% | 49 |
|
|
2023
Q3 | $353K | Sell |
4,360
-269
| -6% | -$21.8K | 0.36% | 48 |
|
|
2023
Q2 | $413K | Hold |
4,629
| – | – | 0.41% | 46 |
|
|
2023
Q1 | $464K | Sell |
4,629
-386
| -8% | -$38.7K | 0.49% | 42 |
|
|
2022
Q4 | $436K | Sell |
5,015
-68
| -1% | -$5.91K | 0.45% | 43 |
|
|
2022
Q3 | $480K | Buy |
5,083
+67
| +1% | +$6.33K | 0.54% | 39 |
|
|
2022
Q2 | $474K | Sell |
5,016
-652
| -12% | -$61.6K | 0.49% | 38 |
|
|
2022
Q1 | $777K | Sell |
5,668
-1,668
| -23% | -$229K | 0.57% | 37 |
|
|
2021
Q4 | $1.14M | Buy |
7,336
+295
| +4% | +$45.7K | 0.8% | 26 |
|
|
2021
Q3 | $1.19M | Sell |
7,041
-9
| -0.1% | -$1.52K | 0.91% | 26 |
|
|
2021
Q2 | $1.24M | Buy |
7,050
+722
| +11% | +$127K | 0.95% | 24 |
|
|
2021
Q1 | $1.17M | Buy |
6,328
+325
| +5% | +$60K | 0.98% | 22 |
|
|
2020
Q4 | $1.09M | Buy |
6,003
+223
| +4% | +$40.4K | 1% | 20 |
|
|
2020
Q3 | $717K | Sell |
5,780
-250
| -4% | -$31K | 0.76% | 26 |
|
|
2020
Q2 | $672K | Buy |
6,030
+250
| +4% | +$27.9K | 0.78% | 26 |
|
|
2020
Q1 | $558K | Buy |
5,780
+150
| +3% | +$14.5K | 0.64% | 35 |
|
|
2019
Q4 | $814K | Buy |
+5,630
| New | +$814K | 0.77% | 28 |
|