NewEdge 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 | $17.9M | Buy |
144,689
+6,786
| +5% | +$842K | 0.09% | 229 |
|
|
2025
Q1 | $13.6M | Buy |
137,903
+12,143
| +10% | +$1.2M | 0.08% | 256 |
|
|
2024
Q4 | $14M | Buy |
125,760
+24,445
| +24% | +$2.72M | 0.08% | 236 |
|
|
2024
Q3 | $9.75M | Sell |
101,315
-5,968
| -6% | -$574K | 0.06% | 302 |
|
|
2024
Q2 | $10.7M | Buy |
107,283
+6,686
| +7% | +$664K | 0.08% | 251 |
|
|
2024
Q1 | $12.3M | Buy |
100,597
+3,955
| +4% | +$484K | 0.11% | 197 |
|
|
2023
Q4 | $8.9M | Buy |
96,642
+85
| +0.1% | +$7.83K | 0.08% | 224 |
|
|
2023
Q3 | $7.83M | Sell |
96,557
-3,546
| -4% | -$287K | 0.09% | 230 |
|
|
2023
Q2 | $8.94M | Sell |
100,103
-1,817
| -2% | -$162K | 0.1% | 202 |
|
|
2023
Q1 | $10.2M | Buy |
101,920
+8,628
| +9% | +$859K | 0.13% | 173 |
|
|
2022
Q4 | $4.84M | Buy |
93,292
+2,793
| +3% | +$145K | 0.13% | 171 |
|
|
2022
Q3 | $8.54M | Buy |
90,499
+3,666
| +4% | +$346K | 0.14% | 162 |
|
|
2022
Q2 | $8.2M | Buy |
86,833
+7,825
| +10% | +$739K | 0.14% | 163 |
|
|
2022
Q1 | $10.8M | Sell |
79,008
-12,334
| -14% | -$1.69M | 0.17% | 136 |
|
|
2021
Q4 | $14.1M | Buy |
91,342
+43,144
| +90% | +$6.68M | 0.21% | 106 |
|
|
2021
Q3 | $8.15M | Buy |
48,198
+10,001
| +26% | +$1.69M | 0.2% | 111 |
|
|
2021
Q2 | $6.71M | Buy |
38,197
+1,683
| +5% | +$296K | 0.18% | 124 |
|
|
2021
Q1 | $6.74M | Buy |
36,514
+2,250
| +7% | +$415K | 0.2% | 113 |
|
|
2020
Q4 | $6.21M | Buy |
34,264
+4,110
| +14% | +$745K | 0.2% | 109 |
|
|
2020
Q3 | $3.74M | Sell |
30,154
-15,862
| -34% | -$1.97M | 0.13% | 159 |
|
|
2020
Q2 | $5.13M | Sell |
46,016
-14,948
| -25% | -$1.67M | 0.2% | 109 |
|
|
2020
Q1 | $5.89M | Buy |
60,964
+2,499
| +4% | +$241K | 0.28% | 89 |
|
|
2019
Q4 | $8.46M | Buy |
58,465
+7,660
| +15% | +$1.11M | 0.34% | 78 |
|
|
2019
Q3 | $6.63M | Buy |
50,805
+24,562
| +94% | +$3.21M | 0.29% | 88 |
|
|
2019
Q2 | $3.67M | Buy |
26,243
+2,549
| +11% | +$356K | 0.22% | 113 |
|
|
2019
Q1 | $2.63M | Sell |
23,694
-857
| -3% | -$95.2K | 0.17% | 144 |
|
|
2018
Q4 | $2.69K | Buy |
24,551
+3,304
| +16% | +$362 | 0.17% | 125 |
|
|
2018
Q3 | $2.49M | Buy |
21,247
+4,984
| +31% | +$583K | 0.19% | 123 |
|
|
2018
Q2 | $1.71K | Buy |
16,263
+4,592
| +39% | +$484 | 0.16% | 137 |
|
|
2018
Q1 | $1.15M | Sell |
11,671
-302
| -3% | -$29.8K | 0.13% | 173 |
|
|
2017
Q4 | $1.32M | Sell |
11,973
-90
| -0.7% | -$9.9K | 0.18% | 137 |
|
|
2017
Q3 | $1.2M | Buy |
12,063
+4,259
| +55% | +$424K | 0.19% | 139 |
|
|
2017
Q2 | $808K | Buy |
7,804
+5,760
| +282% | +$597K | 0.14% | 150 |
|
|
2017
Q1 | $230K | Sell |
2,044
-1,201
| -37% | -$135K | 0.05% | 238 |
|
|
2016
Q4 | $356K | Sell |
3,245
-4,036
| -55% | -$443K | 0.1% | 175 |
|
|
2016
Q3 | $676K | Buy |
+7,281
| New | +$676K | 0.21% | 98 |
|