McElhenny Sheffield Capital Management’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 | $205K | Buy |
+1,655
| New | +$205K | 0.05% | 102 |
|
|
2024
Q2 | – | Sell |
-1,655
| Closed | -$202K | – | 94 |
|
|
2024
Q1 | $202K | Buy |
+1,655
| New | +$202K | 0.07% | 94 |
|
|
2023
Q4 | – | Sell |
-2,655
| Closed | -$215K | – | 94 |
|
|
2023
Q3 | $215K | Sell |
2,655
-11
| -0.4% | -$892 | 0.11% | 86 |
|
|
2023
Q2 | $238K | Buy |
2,666
+582
| +28% | +$52K | 0.1% | 85 |
|
|
2023
Q1 | $209K | Sell |
2,084
-95,306
| -98% | -$9.54M | 0.11% | 88 |
|
|
2022
Q4 | $994K | Buy |
97,390
+95,144
| +4,236% | +$971K | 0.46% | 25 |
|
|
2022
Q3 | $212K | Sell |
2,246
-54
| -2% | -$5.1K | 0.16% | 83 |
|
|
2022
Q2 | $217K | Hold |
2,300
| – | – | 0.1% | 93 |
|
|
2022
Q1 | $315K | Sell |
2,300
-7,900
| -77% | -$1.08M | 0.11% | 86 |
|
|
2021
Q4 | $1.58M | Buy |
10,200
+7,651
| +300% | +$1.19M | 0.59% | 16 |
|
|
2021
Q3 | $431K | Buy |
+2,549
| New | +$431K | 0.2% | 81 |
|