Money Concepts Capital’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 | $1.13M | Buy |
9,103
+339
| +4% | +$42K | 0.08% | 226 |
|
|
2025
Q1 | $865K | Buy |
8,764
+977
| +13% | +$96.4K | 0.06% | 235 |
|
|
2024
Q4 | $867K | Buy |
7,787
+4,230
| +119% | +$471K | 0.06% | 231 |
|
|
2024
Q3 | $342K | Sell |
3,557
-48
| -1% | -$4.62K | 0.03% | 326 |
|
|
2024
Q2 | $358K | Buy |
3,605
+273
| +8% | +$27.1K | 0.03% | 314 |
|
|
2024
Q1 | $408K | Sell |
3,332
-497
| -13% | -$60.8K | 0.04% | 307 |
|
|
2023
Q4 | $346K | Buy |
3,829
+5
| +0.1% | +$451 | 0.03% | 319 |
|
|
2023
Q3 | $310K | Sell |
3,824
-27
| -0.7% | -$2.19K | 0.03% | 292 |
|
|
2023
Q2 | $344K | Sell |
3,851
-524
| -12% | -$46.8K | 0.04% | 293 |
|
|
2023
Q1 | $438K | Sell |
4,375
-14,107
| -76% | -$1.41M | 0.02% | 306 |
|
|
2022
Q4 | $1.61M | Buy |
18,482
+13,467
| +269% | +$1.17M | 0.07% | 212 |
|
|
2022
Q3 | $473K | Buy |
5,015
+211
| +4% | +$19.9K | 0.03% | 303 |
|
|
2022
Q2 | $462K | Sell |
4,804
-10,602
| -69% | -$1.02M | 0.04% | 290 |
|
|
2022
Q1 | $2.11M | Buy |
15,406
+10,998
| +250% | +$1.51M | 0.12% | 184 |
|
|
2021
Q4 | $683K | Buy |
+4,408
| New | +$683K | 0.06% | 262 |
|
|
2021
Q1 | $1.37M | Buy |
7,415
+1,914
| +35% | +$353K | 0.11% | 184 |
|
|
2020
Q4 | $997K | Buy |
+5,501
| New | +$997K | 0.09% | 187 |
|