Marcum Wealth’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 | $1.09M | Buy |
11,041
+603
| +6% | +$59.5K | 0.09% | 107 |
|
|
2024
Q4 | $1.16M | Buy |
10,438
+795
| +8% | +$88.5K | 0.1% | 96 |
|
|
2024
Q3 | $928K | Sell |
9,643
-922
| -9% | -$88.7K | 0.09% | 118 |
|
|
2024
Q2 | $1.05M | Buy |
10,565
+202
| +2% | +$20.1K | 0.11% | 97 |
|
|
2024
Q1 | $1.27M | Buy |
10,363
+1,189
| +13% | +$145K | 0.13% | 82 |
|
|
2023
Q4 | $828K | Sell |
9,174
-847
| -8% | -$76.5K | 0.09% | 119 |
|
|
2023
Q3 | $812K | Sell |
10,021
-124
| -1% | -$10.1K | 0.1% | 108 |
|
|
2023
Q2 | $906K | Buy |
10,145
+479
| +5% | +$42.8K | 0.11% | 102 |
|
|
2023
Q1 | $968K | Sell |
9,666
-571
| -6% | -$57.2K | 0.12% | 94 |
|
|
2022
Q4 | $889K | Sell |
10,237
-1,153
| -10% | -$100K | 0.12% | 99 |
|
|
2022
Q3 | $1.07M | Buy |
11,390
+86
| +0.8% | +$8.11K | 0.16% | 76 |
|
|
2022
Q2 | $1.07M | Buy |
11,304
+288
| +3% | +$27.2K | 0.16% | 84 |
|
|
2022
Q1 | $1.51M | Buy |
11,016
+2,140
| +24% | +$294K | 0.21% | 65 |
|
|
2021
Q4 | $1.38M | Sell |
8,876
-114
| -1% | -$17.7K | 0.19% | 77 |
|
|
2021
Q3 | $1.52M | Buy |
8,990
+503
| +6% | +$85.1K | 0.24% | 58 |
|
|
2021
Q2 | $1.49M | Sell |
8,487
-681
| -7% | -$120K | 0.24% | 52 |
|
|
2021
Q1 | $1.69M | Buy |
9,168
+4,599
| +101% | +$849K | 0.28% | 44 |
|
|
2020
Q4 | $828K | Buy |
4,569
+885
| +24% | +$160K | 0.19% | 43 |
|
|
2020
Q3 | $457K | Sell |
3,684
-552
| -13% | -$68.5K | 0.14% | 53 |
|
|
2020
Q2 | $472K | Buy |
4,236
+58
| +1% | +$6.46K | 0.15% | 57 |
|
|
2020
Q1 | $404K | Buy |
4,178
+464
| +12% | +$44.9K | 0.16% | 46 |
|
|
2019
Q4 | $537K | Buy |
+3,714
| New | +$537K | 0.2% | 47 |
|