MONECO 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 | $1.25M | Sell |
10,061
-4,433
| -31% | -$550K | 0.12% | 172 |
|
|
2025
Q1 | $1.43M | Sell |
14,494
-886
| -6% | -$87.4K | 0.15% | 144 |
|
|
2024
Q4 | $1.71M | Sell |
15,380
-2,359
| -13% | -$263K | 0.18% | 121 |
|
|
2024
Q3 | $1.71M | Buy |
17,739
+1,237
| +7% | +$119K | 0.21% | 116 |
|
|
2024
Q2 | $1.64M | Sell |
16,502
-4,018
| -20% | -$399K | 0.24% | 105 |
|
|
2024
Q1 | $2.51M | Buy |
20,520
+149
| +0.7% | +$18.2K | 0.4% | 67 |
|
|
2023
Q4 | $1.84M | Buy |
20,371
+3,669
| +22% | +$331K | 0.35% | 72 |
|
|
2023
Q3 | $1.35M | Buy |
16,702
+4,048
| +32% | +$328K | 0.37% | 70 |
|
|
2023
Q2 | $1.13M | Buy |
12,654
+903
| +8% | +$80.6K | 0.31% | 85 |
|
|
2023
Q1 | $1.18M | Buy |
11,751
+1,694
| +17% | +$170K | 0.35% | 71 |
|
|
2022
Q4 | $874K | Buy |
10,057
+501
| +5% | +$43.5K | 0.32% | 83 |
|
|
2022
Q3 | $901K | Sell |
9,556
-487
| -5% | -$45.9K | 0.36% | 68 |
|
|
2022
Q2 | $948K | Buy |
10,043
+1,844
| +22% | +$174K | 0.37% | 72 |
|
|
2022
Q1 | $1.13M | Buy |
8,199
+714
| +10% | +$98K | 0.41% | 54 |
|
|
2021
Q4 | $1.05M | Buy |
7,485
+288
| +4% | +$40.3K | 0.39% | 61 |
|
|
2021
Q3 | $1.22M | Buy |
7,197
+2,202
| +44% | +$372K | 0.48% | 50 |
|
|
2021
Q2 | $878K | Buy |
4,995
+550
| +12% | +$96.7K | 0.4% | 62 |
|
|
2021
Q1 | $820K | Buy |
4,445
+2
| +0% | +$369 | 0.4% | 63 |
|
|
2020
Q4 | $783K | Buy |
4,443
+330
| +8% | +$58.2K | 0.43% | 56 |
|
|
2020
Q3 | $510K | Buy |
4,113
+244
| +6% | +$30.3K | 0.33% | 71 |
|
|
2020
Q2 | $431K | Buy |
3,869
+45
| +1% | +$5.01K | 0.34% | 71 |
|
|
2020
Q1 | $369K | Buy |
3,824
+471
| +14% | +$45.5K | 0.38% | 67 |
|
|
2019
Q4 | $484K | Buy |
3,353
+7
| +0.2% | +$1.01K | 0.34% | 65 |
|
|
2019
Q3 | $436K | Buy |
3,346
+94
| +3% | +$12.2K | 0.34% | 66 |
|
|
2019
Q2 | $454K | Sell |
3,252
-78
| -2% | -$10.9K | 0.37% | 62 |
|
|
2019
Q1 | $370K | Sell |
3,330
-586
| -15% | -$65.1K | 0.3% | 82 |
|
|
2018
Q4 | $429K | Buy |
+3,916
| New | +$429K | 0.5% | 45 |
|