McClarren Financial 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 | $473K | Buy |
3,814
+5
| +0.1% | +$620 | 0.31% | 47 |
|
|
2025
Q1 | $382K | Buy |
+3,809
| New | +$382K | 0.25% | 52 |
|
|
2024
Q4 | – | Sell |
-3,705
| Closed | -$747 | – | 230 |
|
|
2024
Q3 | $747 | Buy |
3,705
+3,110
| +523% | +$627 | 0.09% | 44 |
|
|
2024
Q2 | $377K | Sell |
595
-3,212
| -84% | -$2.04M | 0.26% | 51 |
|
|
2024
Q1 | $466K | Buy |
3,807
+13
| +0.3% | +$1.59K | 0.33% | 47 |
|
|
2023
Q4 | $343K | Hold |
3,794
| – | – | 0.26% | 54 |
|
|
2023
Q3 | $307K | Hold |
3,794
| – | – | 0.27% | 54 |
|
|
2023
Q2 | $338K | Buy |
3,794
+3
| +0.1% | +$267 | 0.28% | 54 |
|
|
2023
Q1 | $377K | Sell |
3,791
-2
| -0.1% | -$199 | 0.34% | 48 |
|
|
2022
Q4 | $329K | Buy |
3,793
+8
| +0.2% | +$694 | 0.31% | 50 |
|
|
2022
Q3 | $357K | Buy |
+3,785
| New | +$357K | 0.36% | 49 |
|
|
2022
Q2 | – | Sell |
-842
| Closed | -$115K | – | 85 |
|
|
2022
Q1 | $115K | Sell |
842
-1
| -0.1% | -$137 | 0.08% | 81 |
|
|
2021
Q4 | $131K | Buy |
843
+2
| +0.2% | +$311 | 0.09% | 81 |
|
|
2021
Q3 | $142K | Hold |
841
| – | – | 0.11% | 67 |
|
|
2021
Q2 | $147K | Sell |
841
-13
| -2% | -$2.27K | 0.12% | 62 |
|
|
2021
Q1 | $158K | Hold |
854
| – | – | 0.14% | 60 |
|
|
2020
Q4 | $154K | Buy |
+854
| New | +$154K | 0.15% | 56 |
|