NewSquare 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 | $144K | Buy |
1,165
+625
| +116% | +$77.5K | 0.01% | 192 |
|
|
2025
Q1 | $53.3K | Buy |
540
+369
| +216% | +$36.4K | ﹤0.01% | 228 |
|
|
2024
Q4 | $19K | Buy |
171
+124
| +264% | +$13.8K | ﹤0.01% | 235 |
|
|
2024
Q3 | $4.55K | Buy |
47
+12
| +34% | +$1.16K | ﹤0.01% | 254 |
|
|
2024
Q2 | $3.5K | Sell |
35
-51
| -59% | -$5.1K | ﹤0.01% | 273 |
|
|
2024
Q1 | $10.6K | Sell |
86
-1
| -1% | -$123 | ﹤0.01% | 246 |
|
|
2023
Q4 | $7.88K | Sell |
87
-169
| -66% | -$15.3K | ﹤0.01% | 289 |
|
|
2023
Q3 | $20.8K | Sell |
256
-383
| -60% | -$31.1K | ﹤0.01% | 243 |
|
|
2023
Q2 | $57.1K | Buy |
639
+53
| +9% | +$4.73K | 0.01% | 191 |
|
|
2023
Q1 | $58.7K | Buy |
586
+278
| +90% | +$27.8K | 0.01% | 187 |
|
|
2022
Q4 | $26.8K | Buy |
308
+274
| +806% | +$23.8K | ﹤0.01% | 205 |
|
|
2022
Q3 | $3K | Buy |
34
+18
| +113% | +$1.59K | ﹤0.01% | 324 |
|
|
2022
Q2 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 322 |
|
|
2022
Q1 | $2K | Sell |
15
-57
| -79% | -$7.6K | ﹤0.01% | 339 |
|
|
2021
Q4 | $11K | Hold |
72
| – | – | ﹤0.01% | 278 |
|
|
2021
Q3 | $12K | Hold |
72
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $13K | Hold |
72
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $13K | Hold |
72
| – | – | ﹤0.01% | 216 |
|
|
2020
Q4 | $13K | Sell |
72
-3
| -4% | -$542 | ﹤0.01% | 216 |
|
|
2020
Q3 | $9K | Sell |
75
-6
| -7% | -$720 | ﹤0.01% | 232 |
|
|
2020
Q2 | $9K | Sell |
81
-394
| -83% | -$43.8K | ﹤0.01% | 231 |
|
|
2020
Q1 | $46K | Buy |
475
+20
| +4% | +$1.94K | 0.01% | 177 |
|
|
2019
Q4 | $66K | Buy |
455
+303
| +199% | +$44K | 0.01% | 156 |
|
|
2019
Q3 | $20K | Sell |
152
-234
| -61% | -$30.8K | ﹤0.01% | 172 |
|
|
2019
Q2 | $54K | Buy |
386
+77
| +25% | +$10.8K | 0.01% | 167 |
|
|
2019
Q1 | $34K | Sell |
309
-5
| -2% | -$550 | 0.01% | 179 |
|
|
2018
Q4 | $34K | Sell |
314
-223
| -42% | -$24.1K | 0.01% | 172 |
|
|
2018
Q3 | $63K | Buy |
537
+18
| +3% | +$2.11K | 0.01% | 158 |
|
|
2018
Q2 | $58K | Buy |
519
+5
| +1% | +$559 | 0.01% | 161 |
|
|
2018
Q1 | $52K | Hold |
514
| – | – | 0.01% | 150 |
|
|
2017
Q4 | $55K | Hold |
514
| – | – | 0.01% | 147 |
|
|
2017
Q3 | $51K | Buy |
514
+280
| +120% | +$27.8K | 0.01% | 134 |
|
|
2017
Q2 | $25K | Sell |
234
-40
| -15% | -$4.27K | 0.01% | 156 |
|
|
2017
Q1 | $31K | Buy |
274
+40
| +17% | +$4.53K | 0.01% | 148 |
|
|
2016
Q4 | $24K | Sell |
234
-228
| -49% | -$23.4K | 0.01% | 173 |
|
|
2016
Q3 | $43K | Buy |
462
+34
| +8% | +$3.17K | 0.01% | 162 |
|
|
2016
Q2 | $42K | Sell |
428
-74
| -15% | -$7.26K | 0.01% | 170 |
|
|
2016
Q1 | $50K | Buy |
502
+102
| +26% | +$10.2K | 0.01% | 167 |
|
|
2015
Q4 | $42K | Buy |
400
+134
| +50% | +$14.1K | 0.01% | 156 |
|
|
2015
Q3 | $27K | Hold |
266
| – | – | 0.01% | 178 |
|
|
2015
Q2 | $30K | Hold |
266
| – | – | 0.01% | 183 |
|
|
2015
Q1 | $28K | Hold |
266
| – | – | 0.01% | 181 |
|
|
2014
Q4 | $25K | Hold |
266
| – | – | 0.01% | 194 |
|
|
2014
Q3 | $24K | Hold |
266
| – | – | 0.01% | 202 |
|
|
2014
Q2 | $23K | Buy |
266
+32
| +14% | +$2.77K | 0.01% | 189 |
|
|
2014
Q1 | $19K | Buy |
234
+134
| +134% | +$10.9K | 0.01% | 183 |
|
|
2013
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 194 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 186 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 163 |
|