Motley Fool Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-60,936
| Closed | -$6.1M | – | 124 |
|
|
2023
Q1 | $6.1M | Buy |
60,936
+1,467
| +2% | +$147K | 0.38% | 77 |
|
|
2022
Q4 | $5.16M | Buy |
59,469
+248
| +0.4% | +$21.5K | 0.36% | 82 |
|
|
2022
Q3 | $5.59M | Buy |
59,221
+1,214
| +2% | +$115K | 0.37% | 80 |
|
|
2022
Q2 | $5.48M | Sell |
58,007
-1,501
| -3% | -$142K | 0.34% | 82 |
|
|
2022
Q1 | $8.16M | Buy |
59,508
+23,769
| +67% | +$3.26M | 0.39% | 78 |
|
|
2021
Q4 | $5.54M | Sell |
35,739
-294
| -0.8% | -$45.5K | 0.24% | 88 |
|
|
2021
Q3 | $6.1M | Sell |
36,033
-32
| -0.1% | -$5.41K | 0.27% | 82 |
|
|
2021
Q2 | $6.34M | Buy |
36,065
+23
| +0.1% | +$4.04K | 0.27% | 86 |
|
|
2021
Q1 | $6.65M | Buy |
36,042
+1,117
| +3% | +$206K | 0.3% | 87 |
|
|
2020
Q4 | $6.33M | Buy |
34,925
+1,201
| +4% | +$218K | 0.28% | 85 |
|
|
2020
Q3 | $4.18M | Buy |
33,724
+1,432
| +4% | +$178K | 0.22% | 91 |
|
|
2020
Q2 | $3.6M | Buy |
32,292
+286
| +0.9% | +$31.9K | 0.2% | 93 |
|
|
2020
Q1 | $3.09M | Buy |
32,006
+16,480
| +106% | +$1.59M | 0.22% | 92 |
|
|
2019
Q4 | $2.25M | Buy |
15,526
+160
| +1% | +$23.1K | 0.13% | 100 |
|
|
2019
Q3 | $2M | Buy |
15,366
+431
| +3% | +$56.2K | 0.13% | 101 |
|
|
2019
Q2 | $2.09M | Buy |
14,935
+1,042
| +8% | +$146K | 0.13% | 101 |
|
|
2019
Q1 | $1.54M | Buy |
13,893
+670
| +5% | +$74.4K | 0.1% | 106 |
|
|
2018
Q4 | $1.45M | Sell |
13,223
-65,786
| -83% | -$7.21M | 0.11% | 103 |
|
|
2018
Q3 | $9.24M | Buy |
79,009
+245
| +0.3% | +$28.6K | 0.59% | 54 |
|
|
2018
Q2 | $8.26M | Sell |
78,764
-2,084
| -3% | -$218K | 0.58% | 53 |
|
|
2018
Q1 | $8.12M | Buy |
80,848
+112
| +0.1% | +$11.2K | 0.6% | 52 |
|
|
2017
Q4 | $8.68M | Sell |
80,736
-391
| -0.5% | -$42K | 0.67% | 44 |
|
|
2017
Q3 | $8M | Sell |
81,127
-2,677
| -3% | -$264K | 0.68% | 44 |
|
|
2017
Q2 | $8.9M | Sell |
83,804
-2,678
| -3% | -$285K | 0.81% | 33 |
|
|
2017
Q1 | $9.81M | Sell |
86,482
-2,844
| -3% | -$322K | 0.94% | 31 |
|
|
2016
Q4 | $9.31M | Buy |
89,326
+934
| +1% | +$97.3K | 0.99% | 28 |
|
|
2016
Q3 | $8.21M | Sell |
88,392
-1,064
| -1% | -$98.8K | 0.87% | 33 |
|
|
2016
Q2 | $8.75M | Buy |
89,456
+35,488
| +66% | +$3.47M | 0.96% | 29 |
|
|
2016
Q1 | $5.36M | Buy |
53,968
+2,068
| +4% | +$205K | 0.63% | 45 |
|
|
2015
Q4 | $5.45M | Buy |
51,900
+1,878
| +4% | +$197K | 0.65% | 45 |
|
|
2015
Q3 | $5.11M | Buy |
50,022
+10,820
| +28% | +$1.11M | 0.66% | 46 |
|
|
2015
Q2 | $4.48M | Buy |
39,202
+8,843
| +29% | +$1.01M | 0.72% | 38 |
|
|
2015
Q1 | $3.18M | Buy |
30,359
+20,279
| +201% | +$2.13M | 0.66% | 49 |
|
|
2014
Q4 | $949K | Buy |
+10,080
| New | +$949K | 0.56% | 53 |
|