McDonald Partners’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 | $2.13M | Sell |
17,123
-608
| -3% | -$75.6K | 0.51% | 54 |
|
|
2025
Q1 | $1.75M | Sell |
17,731
-162
| -0.9% | -$16K | 0.46% | 67 |
|
|
2024
Q4 | $1.99M | Sell |
17,893
-720
| -4% | -$80.2K | 0.51% | 56 |
|
|
2024
Q3 | $1.79M | Buy |
18,613
+541
| +3% | +$52K | 0.45% | 68 |
|
|
2024
Q2 | $1.79M | Buy |
18,072
+97
| +0.5% | +$9.63K | 0.48% | 57 |
|
|
2024
Q1 | $2.2M | Buy |
17,975
+88
| +0.5% | +$10.8K | 0.6% | 44 |
|
|
2023
Q4 | $1.62M | Sell |
17,887
-124
| -0.7% | -$11.2K | 0.48% | 61 |
|
|
2023
Q3 | $1.46M | Sell |
18,011
-1,821
| -9% | -$148K | 0.48% | 62 |
|
|
2023
Q2 | $1.77M | Sell |
19,832
-9,195
| -32% | -$821K | 0.54% | 50 |
|
|
2023
Q1 | $2.91M | Sell |
29,027
-1,846
| -6% | -$185K | 0.94% | 28 |
|
|
2022
Q4 | $2.68M | Sell |
30,873
-1,483
| -5% | -$129K | 0.92% | 30 |
|
|
2022
Q3 | $3.05M | Sell |
32,356
-2,238
| -6% | -$211K | 1.16% | 18 |
|
|
2022
Q2 | $3.27M | Sell |
34,594
-1,452
| -4% | -$137K | 0.83% | 28 |
|
|
2022
Q1 | $4.94M | Buy |
+36,046
| New | +$4.94M | 1.08% | 19 |
|
|
2021
Q4 | – | Sell |
-37,763
| Closed | -$6.39M | – | 591 |
|
|
2021
Q3 | $6.39M | Buy |
37,763
+560
| +2% | +$94.7K | 1.5% | 9 |
|
|
2021
Q2 | $6.54M | Sell |
37,203
-1,505
| -4% | -$265K | 1.55% | 8 |
|
|
2021
Q1 | $7.14M | Sell |
38,708
-447
| -1% | -$82.5K | 1.84% | 5 |
|
|
2020
Q4 | $7.09M | Buy |
+39,155
| New | +$7.09M | 2% | 3 |
|