Lindbrook Capital’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.77M Buy
28,107
+11,293
+67% +$1.11M 0.26% 58
2024
Q4
$1.87M Buy
16,814
+221
+1% +$24.6K 0.17% 80
2024
Q3
$1.6M Sell
16,593
-402
-2% -$38.7K 0.14% 95
2024
Q2
$1.69M Sell
16,995
-781
-4% -$77.5K 0.16% 90
2024
Q1
$2.18M Buy
17,776
+493
+3% +$60.3K 0.2% 69
2023
Q4
$1.56M Buy
17,283
+573
+3% +$51.7K 0.16% 86
2023
Q3
$1.35M Sell
16,710
-2,115
-11% -$171K 0.15% 91
2023
Q2
$1.68M Buy
18,825
+1,065
+6% +$95.1K 0.18% 80
2023
Q1
$1.78M Sell
17,760
-382
-2% -$38.2K 0.21% 73
2022
Q4
$1.58M Sell
18,142
-1,786
-9% -$155K 0.19% 83
2022
Q3
$1.88M Sell
19,928
-4,600
-19% -$434K 0.32% 39
2022
Q2
$2.32M Sell
24,528
-1,294
-5% -$122K 0.38% 30
2022
Q1
$3.54M Buy
25,822
+1,287
+5% +$177K 0.55% 25
2021
Q4
$3.8M Buy
24,535
+5,364
+28% +$831K 0.58% 26
2021
Q3
$3.24M Buy
19,171
+240
+1% +$40.6K 0.85% 15
2021
Q2
$3.33M Buy
18,931
+14,554
+333% +$2.56M 0.74% 19
2021
Q1
$808K Buy
4,377
+228
+5% +$42.1K 0.18% 45
2020
Q4
$752K Buy
4,149
+59
+1% +$10.7K 0.18% 43
2020
Q3
$508K Buy
4,090
+341
+9% +$42.4K 0.14% 56
2020
Q2
$418K Buy
3,749
+467
+14% +$52.1K 0.12% 66
2020
Q1
$317K Sell
3,282
-1,391
-30% -$134K 0.12% 73
2019
Q4
$676K Buy
4,673
+257
+6% +$37.2K 0.24% 40
2019
Q3
$575K Sell
4,416
-285
-6% -$37.1K 0.22% 43
2019
Q2
$656K Buy
4,701
+907
+24% +$127K 0.25% 36
2019
Q1
$421K Buy
3,794
+868
+30% +$96.3K 0.17% 60
2018
Q4
$320K Buy
+2,926
New +$320K 0.16% 64