Mark Sheptoff Financial Planning’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 | $233K | Hold |
1,880
| – | – | 0.12% | 89 |
|
|
2025
Q1 | $186K | Sell |
1,880
-71
| -4% | -$7.01K | 0.1% | 87 |
|
|
2024
Q4 | $217K | Hold |
1,951
| – | – | 0.12% | 89 |
|
|
2024
Q3 | $188K | Sell |
1,951
-40
| -2% | -$3.85K | 0.1% | 95 |
|
|
2024
Q2 | $198K | Hold |
1,991
| – | – | 0.11% | 92 |
|
|
2024
Q1 | $244K | Sell |
1,991
-100
| -5% | -$12.2K | 0.14% | 86 |
|
|
2023
Q4 | $189K | Sell |
2,091
-600
| -22% | -$54.2K | 0.11% | 94 |
|
|
2023
Q3 | $218K | Sell |
2,691
-22
| -0.8% | -$1.78K | 0.14% | 82 |
|
|
2023
Q2 | $242K | Sell |
2,713
-375
| -12% | -$33.5K | 0.14% | 84 |
|
|
2023
Q1 | $309K | Buy |
3,088
+16
| +0.5% | +$1.6K | 0.18% | 78 |
|
|
2022
Q4 | $267K | Hold |
3,072
| – | – | 0.16% | 79 |
|
|
2022
Q3 | $290K | Hold |
3,072
| – | – | 0.18% | 75 |
|
|
2022
Q2 | $290K | Sell |
3,072
-800
| -21% | -$75.5K | 0.17% | 77 |
|
|
2022
Q1 | $531K | Hold |
3,872
| – | – | 0.27% | 65 |
|
|
2021
Q4 | $600K | Buy |
3,872
+33
| +0.9% | +$5.11K | 0.29% | 58 |
|
|
2021
Q3 | $649K | Sell |
3,839
-250
| -6% | -$42.3K | 0.36% | 53 |
|
|
2021
Q2 | $719K | Hold |
4,089
| – | – | 0.39% | 46 |
|
|
2021
Q1 | $755K | Sell |
4,089
-350
| -8% | -$64.6K | 0.43% | 47 |
|
|
2020
Q4 | $804K | Buy |
4,439
+156
| +4% | +$28.3K | 0.46% | 46 |
|
|
2020
Q3 | $531K | Hold |
4,283
| – | – | 0.33% | 50 |
|
|
2020
Q2 | $478K | Buy |
4,283
+150
| +4% | +$16.7K | 0.31% | 52 |
|
|
2020
Q1 | $399K | Buy |
4,133
+59
| +1% | +$5.7K | 0.3% | 53 |
|
|
2019
Q4 | $589K | Buy |
4,074
+3
| +0.1% | +$434 | 0.37% | 51 |
|
|
2019
Q3 | $531K | Sell |
4,071
-1,150
| -22% | -$150K | 0.36% | 51 |
|
|
2019
Q2 | $729K | Buy |
5,221
+1,100
| +27% | +$154K | 0.5% | 40 |
|
|
2019
Q1 | $458K | Buy |
4,121
+476
| +13% | +$52.9K | 0.33% | 59 |
|
|
2018
Q4 | $400K | Sell |
3,645
-600
| -14% | -$65.8K | 0.33% | 58 |
|
|
2018
Q3 | $496K | Hold |
4,245
| – | – | 0.34% | 61 |
|
|
2018
Q2 | $445K | Hold |
4,245
| – | – | 0.33% | 69 |
|
|
2018
Q1 | $426K | Hold |
4,245
| – | – | 0.3% | 73 |
|
|
2017
Q4 | $456K | Hold |
4,245
| – | – | 0.3% | 71 |
|
|
2017
Q3 | $418K | Hold |
4,245
| – | – | 0.28% | 72 |
|
|
2017
Q2 | $451K | Sell |
4,245
-1
| -0% | -$106 | 0.31% | 70 |
|
|
2017
Q1 | $481K | Buy |
4,246
+1
| +0% | +$113 | 0.34% | 67 |
|
|
2016
Q4 | $442K | Hold |
4,245
| – | – | 0.33% | 68 |
|
|
2016
Q3 | $394K | Hold |
4,245
| – | – | 0.29% | 66 |
|
|
2016
Q2 | $415K | Sell |
4,245
-400
| -9% | -$39.1K | 0.31% | 63 |
|
|
2016
Q1 | $461K | Sell |
4,645
-5,130
| -52% | -$509K | 0.37% | 60 |
|
|
2015
Q4 | $1.03M | Buy |
9,775
+4,055
| +71% | +$426K | 0.83% | 31 |
|
|
2015
Q3 | $585K | Sell |
5,720
-3,650
| -39% | -$373K | 0.51% | 54 |
|
|
2015
Q2 | $1.07M | Buy |
9,370
+4,825
| +106% | +$550K | 0.86% | 34 |
|
|
2015
Q1 | $477K | Hold |
4,545
| – | – | 0.4% | 60 |
|
|
2014
Q4 | $428K | Hold |
4,545
| – | – | 0.38% | 63 |
|
|
2014
Q3 | $405K | Hold |
4,545
| – | – | 0.36% | 72 |
|
|
2014
Q2 | $390K | Hold |
4,545
| – | – | 0.33% | 73 |
|
|
2014
Q1 | $364K | Buy |
+4,545
| New | +$364K | 0.32% | 73 |
|