McKinley Carter Wealth Services’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 | $653K | Sell |
5,264
-113
| -2% | -$14K | 0.04% | 190 |
|
|
2025
Q1 | $531K | Buy |
5,377
+39
| +0.7% | +$3.85K | 0.03% | 201 |
|
|
2024
Q4 | $594K | Hold |
5,338
| – | – | 0.04% | 186 |
|
|
2024
Q3 | $513K | Sell |
5,338
-85
| -2% | -$8.18K | 0.03% | 204 |
|
|
2024
Q2 | $538K | Sell |
5,423
-471
| -8% | -$46.8K | 0.03% | 198 |
|
|
2024
Q1 | $721K | Buy |
5,894
+89
| +2% | +$10.9K | 0.05% | 176 |
|
|
2023
Q4 | $524K | Sell |
5,805
-1,263
| -18% | -$114K | 0.04% | 197 |
|
|
2023
Q3 | $573K | Sell |
7,068
-266
| -4% | -$21.6K | 0.05% | 189 |
|
|
2023
Q2 | $655K | Sell |
7,334
-446
| -6% | -$39.8K | 0.05% | 186 |
|
|
2023
Q1 | $779K | Sell |
7,780
-309
| -4% | -$30.9K | 0.06% | 169 |
|
|
2022
Q4 | $703K | Sell |
8,089
-33
| -0.4% | -$2.87K | 0.06% | 175 |
|
|
2022
Q3 | $766K | Sell |
8,122
-21
| -0.3% | -$1.98K | 0.07% | 149 |
|
|
2022
Q2 | $769K | Buy |
8,143
+150
| +2% | +$14.2K | 0.07% | 157 |
|
|
2022
Q1 | $1.1M | Sell |
7,993
-816
| -9% | -$112K | 0.09% | 141 |
|
|
2021
Q4 | $1.36M | Sell |
8,809
-690
| -7% | -$107K | 0.1% | 132 |
|
|
2021
Q3 | $1.61M | Buy |
9,499
+143
| +2% | +$24.2K | 0.13% | 116 |
|
|
2021
Q2 | $1.64M | Sell |
9,356
-16
| -0.2% | -$2.81K | 0.14% | 116 |
|
|
2021
Q1 | $1.73M | Sell |
9,372
-16
| -0.2% | -$2.95K | 0.15% | 117 |
|
|
2020
Q4 | $1.7M | Buy |
9,388
+1,528
| +19% | +$277K | 0.22% | 96 |
|
|
2020
Q3 | $975K | Sell |
7,860
-988
| -11% | -$123K | 0.22% | 75 |
|
|
2020
Q2 | $987K | Sell |
8,848
-447
| -5% | -$49.9K | 0.24% | 73 |
|
|
2020
Q1 | $898K | Sell |
9,295
-3,933
| -30% | -$380K | 0.27% | 70 |
|
|
2019
Q4 | $1.91M | Sell |
13,228
-85
| -0.6% | -$12.3K | 0.45% | 54 |
|
|
2019
Q3 | $1.74M | Buy |
13,313
+161
| +1% | +$21K | 0.44% | 52 |
|
|
2019
Q2 | $1.84M | Sell |
13,152
-390
| -3% | -$54.5K | 0.49% | 50 |
|
|
2019
Q1 | $1.5M | Sell |
13,542
-356
| -3% | -$39.5K | 0.42% | 56 |
|
|
2018
Q4 | $1.52M | Sell |
13,898
-1,448
| -9% | -$159K | 0.5% | 52 |
|
|
2018
Q3 | $1.8M | Sell |
15,346
-392
| -2% | -$45.9K | 0.53% | 52 |
|
|
2018
Q2 | $1.65M | Sell |
15,738
-479
| -3% | -$50.2K | 0.53% | 50 |
|
|
2018
Q1 | $1.63M | Sell |
16,217
-807
| -5% | -$81.1K | 0.53% | 48 |
|
|
2017
Q4 | $1.83M | Sell |
17,024
-2,641
| -13% | -$284K | 0.63% | 47 |
|
|
2017
Q3 | $1.94M | Sell |
19,665
-10,823
| -35% | -$1.07M | 0.74% | 42 |
|
|
2017
Q2 | $3.24M | Buy |
30,488
+1,702
| +6% | +$181K | 1.43% | 13 |
|
|
2017
Q1 | $3.26M | Buy |
28,786
+31
| +0.1% | +$3.52K | 1.52% | 13 |
|
|
2016
Q4 | $3M | Buy |
28,755
+45
| +0.2% | +$4.69K | 1.52% | 14 |
|
|
2016
Q3 | $2.67M | Buy |
28,710
+978
| +4% | +$90.8K | 1.37% | 15 |
|
|
2016
Q2 | $2.71M | Sell |
27,732
-667
| -2% | -$65.3K | 1.41% | 15 |
|
|
2016
Q1 | $2.82M | Buy |
28,399
+786
| +3% | +$78K | 1.56% | 13 |
|
|
2015
Q4 | $2.9M | Buy |
27,613
+747
| +3% | +$78.5K | 1.66% | 12 |
|
|
2015
Q3 | $2.75M | Buy |
26,866
+1,493
| +6% | +$153K | 1.71% | 11 |
|
|
2015
Q2 | $2.9M | Sell |
25,373
-43
| -0.2% | -$4.91K | 1.57% | 13 |
|
|
2015
Q1 | $2.67M | Buy |
25,416
+2,413
| +10% | +$253K | 1.72% | 12 |
|
|
2014
Q4 | $2.17M | Buy |
23,003
+5,517
| +32% | +$520K | 1.7% | 11 |
|
|
2014
Q3 | $1.56M | Buy |
17,486
+111
| +0.6% | +$9.88K | 1.48% | 18 |
|
|
2014
Q2 | $1.49M | Buy |
17,375
+1,914
| +12% | +$164K | 1.57% | 18 |
|
|
2014
Q1 | $1.24M | Buy |
15,461
+12,269
| +384% | +$982K | 1.35% | 30 |
|
|
2013
Q4 | $244K | Hold |
3,192
| – | – | 0.24% | 95 |
|
|
2013
Q3 | $206K | Buy |
+3,192
| New | +$206K | 0.24% | 85 |
|