McCollum Christoferson Group’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 | $248K | Sell |
2,000
-3,960
| -66% | -$491K | 0.07% | 63 |
|
|
2025
Q1 | $588K | Hold |
5,960
| – | – | 0.18% | 46 |
|
|
2024
Q4 | $664K | Hold |
5,960
| – | – | 0.2% | 45 |
|
|
2024
Q3 | $573K | Sell |
5,960
-51,301
| -90% | -$4.93M | 0.17% | 46 |
|
|
2024
Q2 | $5.69M | Sell |
57,261
-443
| -0.8% | -$44K | 1.69% | 27 |
|
|
2024
Q1 | $7.06M | Buy |
57,704
+3,002
| +5% | +$367K | 2.04% | 23 |
|
|
2023
Q4 | $4.94M | Sell |
54,702
-885
| -2% | -$79.9K | 1.49% | 32 |
|
|
2023
Q3 | $4.51M | Sell |
55,587
-3,264
| -6% | -$265K | 1.38% | 35 |
|
|
2023
Q2 | $5.25M | Sell |
58,851
-7
| -0% | -$625 | 1.5% | 32 |
|
|
2023
Q1 | $5.89M | Sell |
58,858
-198
| -0.3% | -$19.8K | 1.82% | 27 |
|
|
2022
Q4 | $5.13M | Sell |
59,056
-440
| -0.7% | -$38.2K | 1.62% | 28 |
|
|
2022
Q3 | $5.61M | Sell |
59,496
-830
| -1% | -$78.3K | 1.88% | 30 |
|
|
2022
Q2 | $5.7M | Sell |
60,326
-1,158
| -2% | -$109K | 1.74% | 31 |
|
|
2022
Q1 | $8.43M | Buy |
61,484
+430
| +0.7% | +$59K | 2.08% | 25 |
|
|
2021
Q4 | $9.46M | Buy |
61,054
+393
| +0.6% | +$60.9K | 2.13% | 24 |
|
|
2021
Q3 | $10.3M | Buy |
60,661
+125
| +0.2% | +$21.1K | 2.44% | 12 |
|
|
2021
Q2 | $10.6M | Sell |
60,536
-904
| -1% | -$159K | 2.53% | 11 |
|
|
2021
Q1 | $11.3M | Sell |
61,440
-324
| -0.5% | -$59.8K | 2.88% | 6 |
|
|
2020
Q4 | $11.2M | Buy |
61,764
+1,178
| +2% | +$213K | 2.86% | 5 |
|
|
2020
Q3 | $7.52M | Buy |
60,586
+282
| +0.5% | +$35K | 2.16% | 21 |
|
|
2020
Q2 | $6.72M | Buy |
60,304
+88
| +0.1% | +$9.81K | 2.18% | 22 |
|
|
2020
Q1 | $5.82M | Buy |
60,216
+224
| +0.4% | +$21.6K | 2.32% | 19 |
|
|
2019
Q4 | $8.68M | Buy |
59,992
+47
| +0.1% | +$6.8K | 2.92% | 5 |
|
|
2019
Q3 | $7.83M | Sell |
59,945
-1,059
| -2% | -$138K | 2.8% | 10 |
|
|
2019
Q2 | $8.52M | Sell |
61,004
-442
| -0.7% | -$61.7K | 3.01% | 5 |
|
|
2019
Q1 | $6.82M | Buy |
61,446
+932
| +2% | +$103K | 2.52% | 17 |
|
|
2018
Q4 | $6.64M | Buy |
60,514
+378
| +0.6% | +$41.4K | 2.8% | 7 |
|
|
2018
Q3 | $7.03M | Buy |
60,136
+952
| +2% | +$111K | 2.58% | 11 |
|
|
2018
Q2 | $6.2M | Buy |
59,184
+10
| +0% | +$1.05K | 2.52% | 11 |
|
|
2018
Q1 | $5.94M | Sell |
59,174
-661
| -1% | -$66.4K | 2.48% | 13 |
|
|
2017
Q4 | $6.43M | Buy |
+59,835
| New | +$6.43M | 2.66% | 9 |
|