Marietta Wealth Management’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 | $6.24M | Buy |
50,348
+1,763
| +4% | +$219K | 0.81% | 57 |
|
|
2025
Q1 | $4.8M | Sell |
48,585
-374
| -0.8% | -$36.9K | 0.7% | 65 |
|
|
2024
Q4 | $5.45M | Sell |
48,959
-323
| -0.7% | -$36K | 0.78% | 62 |
|
|
2024
Q3 | $4.74M | Buy |
49,282
+1,725
| +4% | +$166K | 0.69% | 65 |
|
|
2024
Q2 | $4.72M | Sell |
47,557
-406
| -0.8% | -$40.3K | 0.74% | 64 |
|
|
2024
Q1 | $5.87M | Sell |
47,963
-776
| -2% | -$95K | 0.97% | 41 |
|
|
2023
Q4 | $4.4M | Sell |
48,739
-8,370
| -15% | -$756K | 0.78% | 58 |
|
|
2023
Q3 | $4.63M | Sell |
57,109
-896
| -2% | -$72.6K | 0.92% | 50 |
|
|
2023
Q2 | $5.18M | Buy |
58,005
+4,335
| +8% | +$387K | 0.98% | 50 |
|
|
2023
Q1 | $5.37M | Buy |
53,670
+2,863
| +6% | +$287K | 1.14% | 41 |
|
|
2022
Q4 | $4.41M | Sell |
50,807
-5,528
| -10% | -$480K | 1% | 49 |
|
|
2022
Q3 | $5.31M | Sell |
56,335
-162
| -0.3% | -$15.3K | 1.33% | 27 |
|
|
2022
Q2 | $5.33M | Buy |
56,497
+2,924
| +5% | +$276K | 1.29% | 27 |
|
|
2022
Q1 | $7.35M | Buy |
53,573
+4,566
| +9% | +$626K | 1.54% | 18 |
|
|
2021
Q4 | $7.59M | Buy |
49,007
+5,730
| +13% | +$888K | 1.52% | 22 |
|
|
2021
Q3 | $7.32M | Buy |
43,277
+2,180
| +5% | +$369K | 1.6% | 16 |
|
|
2021
Q2 | $7.22M | Buy |
41,097
+1,419
| +4% | +$249K | 1.63% | 15 |
|
|
2021
Q1 | $7.32M | Sell |
39,678
-939
| -2% | -$173K | 1.82% | 13 |
|
|
2020
Q4 | $7.36M | Sell |
40,617
-1,128
| -3% | -$204K | 2.02% | 10 |
|
|
2020
Q3 | $5.18M | Buy |
41,745
+1,300
| +3% | +$161K | 1.62% | 17 |
|
|
2020
Q2 | $4.51M | Buy |
40,445
+1,577
| +4% | +$176K | 1.54% | 18 |
|
|
2020
Q1 | $3.76M | Buy |
38,868
+4,980
| +15% | +$481K | 1.46% | 21 |
|
|
2019
Q4 | $4.9M | Sell |
33,888
-2,151
| -6% | -$311K | 1.62% | 14 |
|
|
2019
Q3 | $4.7M | Buy |
36,039
+296
| +0.8% | +$38.6K | 1.71% | 12 |
|
|
2019
Q2 | $4.99M | Sell |
35,743
-334
| -0.9% | -$46.6K | 1.94% | 12 |
|
|
2019
Q1 | $4.01M | Buy |
36,077
+2,144
| +6% | +$238K | 1.65% | 14 |
|
|
2018
Q4 | $3.72M | Buy |
33,933
+3,196
| +10% | +$350K | 1.78% | 13 |
|
|
2018
Q3 | $3.59M | Buy |
30,737
+919
| +3% | +$107K | 1.59% | 14 |
|
|
2018
Q2 | $3.13M | Buy |
29,818
+2,075
| +7% | +$217K | 1.53% | 17 |
|
|
2018
Q1 | $2.79M | Buy |
27,743
+758
| +3% | +$76.1K | 1.46% | 22 |
|
|
2017
Q4 | $2.9M | Buy |
26,985
+653
| +2% | +$70.2K | 1.57% | 20 |
|
|
2017
Q3 | $2.6M | Sell |
26,332
-891
| -3% | -$87.8K | 1.45% | 22 |
|
|
2017
Q2 | $2.89M | Buy |
27,223
+1,122
| +4% | +$119K | 1.76% | 12 |
|
|
2017
Q1 | $2.96M | Buy |
26,101
+3,764
| +17% | +$427K | 1.97% | 9 |
|
|
2016
Q4 | $2.33M | Buy |
+22,337
| New | +$2.33M | 1.86% | 9 |
|