Mount Yale 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 | $6.98M | Buy |
56,323
+8,164
| +17% | +$1.01M | 0.54% | 28 |
|
|
2025
Q1 | $4.75M | Sell |
48,159
-80
| -0.2% | -$7.9K | 0.41% | 39 |
|
|
2024
Q4 | $5.37M | Buy |
48,239
+13,446
| +39% | +$1.5M | 0.43% | 35 |
|
|
2024
Q3 | $3.35M | Sell |
34,793
-8,940
| -20% | -$860K | 0.32% | 74 |
|
|
2024
Q2 | $4.34M | Sell |
43,733
-3,333
| -7% | -$331K | 0.34% | 61 |
|
|
2024
Q1 | $5.76M | Buy |
47,066
+13,290
| +39% | +$1.63M | 0.44% | 45 |
|
|
2023
Q4 | $3.05M | Buy |
33,776
+1,757
| +5% | +$159K | 0.29% | 83 |
|
|
2023
Q3 | $2.6M | Buy |
32,019
+186
| +0.6% | +$15.1K | 0.28% | 79 |
|
|
2023
Q2 | $2.84M | Sell |
31,833
-4,973
| -14% | -$444K | 0.3% | 75 |
|
|
2023
Q1 | $3.69M | Buy |
36,806
+8,076
| +28% | +$809K | 0.41% | 57 |
|
|
2022
Q4 | $2.5M | Sell |
28,730
-11,139
| -28% | -$968K | 0.28% | 86 |
|
|
2022
Q3 | $3.76M | Buy |
39,869
+394
| +1% | +$37.2K | 0.5% | 45 |
|
|
2022
Q2 | $3.73M | Buy |
39,475
+1,810
| +5% | +$171K | 0.47% | 50 |
|
|
2022
Q1 | $5.17M | Buy |
37,665
+3,458
| +10% | +$474K | 0.56% | 40 |
|
|
2021
Q4 | $5.3M | Buy |
34,207
+4,588
| +15% | +$711K | 0.55% | 41 |
|
|
2021
Q3 | $5.01M | Buy |
29,619
+14,140
| +91% | +$2.39M | 0.58% | 41 |
|
|
2021
Q2 | $2.72M | Sell |
15,479
-194
| -1% | -$34.1K | 0.33% | 76 |
|
|
2021
Q1 | $2.89M | Sell |
15,673
-2,979
| -16% | -$550K | 0.38% | 68 |
|
|
2020
Q4 | $3.38M | Sell |
18,652
-5,226
| -22% | -$947K | 0.47% | 54 |
|
|
2020
Q3 | $2.96M | Sell |
23,878
-4,898
| -17% | -$608K | 0.42% | 55 |
|
|
2020
Q2 | $3.21M | Sell |
28,776
-1,719
| -6% | -$192K | 0.57% | 46 |
|
|
2020
Q1 | $2.95M | Buy |
30,495
+2,019
| +7% | +$195K | 0.66% | 36 |
|
|
2019
Q4 | $3.94M | Buy |
28,476
+387
| +1% | +$53.5K | 0.68% | 34 |
|
|
2019
Q3 | $3.89M | Buy |
28,089
+222
| +0.8% | +$30.8K | 0.7% | 34 |
|
|
2019
Q2 | $3.76M | Buy |
27,867
+818
| +3% | +$110K | 0.69% | 33 |
|
|
2019
Q1 | $3M | Sell |
27,049
-43
| -0.2% | -$4.77K | 0.56% | 41 |
|
|
2018
Q4 | $2.97M | Buy |
27,092
+4,846
| +22% | +$530K | 0.6% | 37 |
|
|
2018
Q3 | $2.6M | Buy |
22,246
+6,434
| +41% | +$753K | 0.45% | 49 |
|
|
2018
Q2 | $1.66M | Buy |
15,812
+6,597
| +72% | +$691K | 0.31% | 78 |
|
|
2018
Q1 | $926K | Buy |
+9,215
| New | +$926K | 0.2% | 111 |
|