Moneta Group Investment 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 | $3.47M | Buy |
28,001
+968
| +4% | +$120K | 0.04% | 166 |
|
|
2025
Q1 | $2.67M | Sell |
27,033
-1,086
| -4% | -$107K | 0.04% | 178 |
|
|
2024
Q4 | $3.13M | Sell |
28,119
-358
| -1% | -$39.9K | 0.04% | 163 |
|
|
2024
Q3 | $2.74M | Sell |
28,477
-1,368
| -5% | -$132K | 0.04% | 169 |
|
|
2024
Q2 | $2.96M | Buy |
29,845
+3,509
| +13% | +$348K | 0.05% | 157 |
|
|
2024
Q1 | $3.22M | Buy |
26,336
+5,577
| +27% | +$682K | 0.05% | 151 |
|
|
2023
Q4 | $1.87M | Buy |
20,759
+611
| +3% | +$55.2K | 0.04% | 176 |
|
|
2023
Q3 | $1.63M | Sell |
20,148
-1,676
| -8% | -$136K | 0.04% | 179 |
|
|
2023
Q2 | $1.95M | Buy |
21,824
+1,410
| +7% | +$126K | 0.04% | 169 |
|
|
2023
Q1 | $2.04M | Buy |
20,414
+3,988
| +24% | +$399K | 0.05% | 157 |
|
|
2022
Q4 | $1.78M | Sell |
16,426
-5,084
| -24% | -$552K | 0.05% | 159 |
|
|
2022
Q3 | $2.03M | Sell |
21,510
-3,501
| -14% | -$330K | 0.08% | 133 |
|
|
2022
Q2 | $2.36M | Buy |
25,011
+4,094
| +20% | +$386K | 0.08% | 132 |
|
|
2022
Q1 | $2.87M | Buy |
20,917
+954
| +5% | +$131K | 0.11% | 113 |
|
|
2021
Q4 | $3.09M | Buy |
19,963
+296
| +2% | +$45.8K | 0.13% | 108 |
|
|
2021
Q3 | $3.33M | Sell |
19,667
-951
| -5% | -$161K | 0.15% | 97 |
|
|
2021
Q2 | $3.62M | Buy |
20,618
+3,335
| +19% | +$586K | 0.17% | 101 |
|
|
2021
Q1 | $3.19M | Buy |
17,283
+6,669
| +63% | +$1.23M | 0.17% | 96 |
|
|
2020
Q4 | $1.92M | Buy |
10,614
+1,362
| +15% | +$247K | 0.14% | 100 |
|
|
2020
Q3 | $1.15M | Sell |
9,252
-1,760
| -16% | -$218K | 0.1% | 114 |
|
|
2020
Q2 | $1.23M | Buy |
11,012
+184
| +2% | +$20.5K | 0.12% | 105 |
|
|
2020
Q1 | $1.05M | Buy |
10,828
+2,254
| +26% | +$218K | 0.11% | 103 |
|
|
2019
Q4 | $1.24M | Buy |
8,574
+1,039
| +14% | +$150K | 0.1% | 106 |
|
|
2019
Q3 | $982K | Sell |
7,535
-550
| -7% | -$71.7K | 0.09% | 118 |
|
|
2019
Q2 | $1.13M | Buy |
8,085
+384
| +5% | +$53.6K | 0.11% | 110 |
|
|
2019
Q1 | $855K | Sell |
7,701
-379
| -5% | -$42.1K | 0.09% | 106 |
|
|
2018
Q4 | $886K | Buy |
8,080
+234
| +3% | +$25.7K | 0.11% | 105 |
|
|
2018
Q3 | $918K | Sell |
7,846
-919
| -10% | -$108K | 0.09% | 110 |
|
|
2018
Q2 | $919K | Buy |
8,765
+2,220
| +34% | +$233K | 0.1% | 118 |
|
|
2018
Q1 | $657K | Buy |
6,545
+470
| +8% | +$47.2K | 0.09% | 101 |
|
|
2017
Q4 | $653K | Sell |
6,075
-11
| -0.2% | -$1.18K | 0.1% | 99 |
|
|
2017
Q3 | $600K | Buy |
6,086
+1,133
| +23% | +$112K | 0.09% | 102 |
|
|
2017
Q2 | $526K | Buy |
4,953
+1,300
| +36% | +$138K | 0.09% | 115 |
|
|
2017
Q1 | $414K | Sell |
3,653
-91
| -2% | -$10.3K | 0.08% | 98 |
|
|
2016
Q4 | $390K | Buy |
3,744
+941
| +34% | +$98K | 0.08% | 106 |
|
|
2016
Q3 | $260K | Hold |
2,803
| – | – | 0.06% | 116 |
|
|
2016
Q2 | $274K | Buy |
2,803
+536
| +24% | +$52.4K | 0.06% | 135 |
|
|
2016
Q1 | $225K | Hold |
2,267
| – | – | 0.05% | 143 |
|
|
2015
Q4 | $238K | Sell |
2,267
-311
| -12% | -$32.7K | 0.06% | 120 |
|
|
2015
Q3 | $263K | Hold |
2,578
| – | – | 0.07% | 109 |
|
|
2015
Q2 | $294K | Sell |
2,578
-14,625
| -85% | -$1.67M | 0.09% | 107 |
|
|
2015
Q1 | $1.8M | Buy |
17,203
+5,300
| +45% | +$556K | 0.77% | 16 |
|
|
2014
Q4 | $1.12M | Buy |
11,903
+5,000
| +72% | +$471K | 0.54% | 26 |
|
|
2014
Q3 | $615K | Hold |
6,903
| – | – | 0.32% | 52 |
|
|
2014
Q2 | $592K | Buy |
6,903
+2,000
| +41% | +$172K | 0.32% | 55 |
|
|
2014
Q1 | $393K | Buy |
4,903
+300
| +7% | +$24K | 0.23% | 73 |
|
|
2013
Q4 | $352K | Hold |
4,603
| – | – | 0.21% | 79 |
|
|
2013
Q3 | $297K | Buy |
4,603
+100
| +2% | +$6.45K | 0.2% | 89 |
|
|
2013
Q2 | $284K | Buy |
+4,503
| New | +$284K | 0.2% | 90 |
|