Maryland Capital Advisors’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 | $151K | Hold |
1,216
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $120K | Hold |
1,216
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $135K | Hold |
1,216
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $117K | Hold |
1,216
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $121K | Hold |
1,216
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $149K | Hold |
1,216
| – | – | 0.09% | 75 |
|
|
2023
Q4 | $110K | Sell |
1,216
-6
| -0.5% | -$542 | 0.07% | 83 |
|
|
2023
Q3 | $99K | Hold |
1,222
| – | – | 0.08% | 84 |
|
|
2023
Q2 | $109K | Buy |
1,222
+6
| +0.5% | +$536 | 0.09% | 81 |
|
|
2023
Q1 | $122K | Hold |
1,216
| – | – | 0.11% | 78 |
|
|
2022
Q4 | $106K | Hold |
1,216
| – | – | 0.1% | 81 |
|
|
2022
Q3 | $115K | Hold |
1,216
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $115K | Hold |
1,216
| – | – | 0.12% | 66 |
|
|
2022
Q1 | $167K | Hold |
1,216
| – | – | 0.15% | 57 |
|
|
2021
Q4 | $188K | Buy |
+1,216
| New | +$188K | 0.16% | 53 |
|