NEOS Investment Management’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 | $18.7M | Buy |
150,449
+32,092
| +27% | +$3.98M | 0.23% | 83 |
|
|
2025
Q1 | $11.7M | Buy |
118,357
+22,565
| +24% | +$2.23M | 0.22% | 92 |
|
|
2024
Q4 | $10.7M | Buy |
95,792
+9,946
| +12% | +$1.11M | 0.25% | 75 |
|
|
2024
Q3 | $8.26M | Buy |
85,846
+17,864
| +26% | +$1.72M | 0.25% | 80 |
|
|
2024
Q2 | $6.75M | Buy |
67,982
+21,912
| +48% | +$2.18M | 0.28% | 66 |
|
|
2024
Q1 | $5.64M | Buy |
46,070
+15,996
| +53% | +$1.96M | 0.35% | 54 |
|
|
2023
Q4 | $2.72M | Buy |
30,074
+5,393
| +22% | +$487K | 0.26% | 78 |
|
|
2023
Q3 | $2M | Buy |
+24,681
| New | +$2M | 0.26% | 77 |
|