Nicolet Advisory Services’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 | $1.93M | Sell |
16,572
-544
| -3% | -$63.4K | 0.16% | 76 |
|
|
2025
Q1 | $1.46M | Buy |
17,116
+1,710
| +11% | +$146K | 0.14% | 79 |
|
|
2024
Q4 | $1.67M | Buy |
15,406
+1,062
| +7% | +$115K | 0.15% | 74 |
|
|
2024
Q3 | $1.34M | Sell |
14,344
-127
| -0.9% | -$11.9K | 0.13% | 84 |
|
|
2024
Q2 | $1.4M | Buy |
14,471
+890
| +7% | +$86.3K | 0.13% | 76 |
|
|
2024
Q1 | $1.6M | Sell |
13,581
-44
| -0.3% | -$5.19K | 0.16% | 71 |
|
|
2023
Q4 | $1.24M | Buy |
13,625
+73
| +0.5% | +$6.64K | 0.13% | 80 |
|
|
2023
Q3 | $1.07M | Buy |
13,552
+2,279
| +20% | +$181K | 0.12% | 90 |
|
|
2023
Q2 | $1M | Sell |
11,273
-650
| -5% | -$57.7K | 0.11% | 98 |
|
|
2023
Q1 | $1.19M | Buy |
11,923
+1,996
| +20% | +$200K | 0.14% | 81 |
|
|
2022
Q4 | $956K | Buy |
9,927
+574
| +6% | +$55.3K | 0.13% | 80 |
|
|
2022
Q3 | $890K | Buy |
9,353
+152
| +2% | +$14.5K | 0.15% | 61 |
|
|
2022
Q2 | $896K | Buy |
9,201
+1,371
| +18% | +$134K | 0.13% | 68 |
|
|
2022
Q1 | $1.03M | Sell |
7,830
-487
| -6% | -$64.2K | 0.13% | 62 |
|
|
2021
Q4 | $1.29M | Sell |
8,317
-609
| -7% | -$94.3K | 0.16% | 56 |
|
|
2021
Q3 | $1.51M | Sell |
8,926
-344
| -4% | -$58.3K | 0.19% | 52 |
|
|
2021
Q2 | $1.63M | Buy |
9,270
+267
| +3% | +$46.9K | 0.21% | 50 |
|
|
2021
Q1 | $1.66M | Sell |
9,003
-881
| -9% | -$163K | 0.23% | 49 |
|
|
2020
Q4 | $1.79M | Sell |
9,884
-521
| -5% | -$94.4K | 0.25% | 49 |
|
|
2020
Q3 | $1.29M | Sell |
10,405
-6,711
| -39% | -$833K | 0.2% | 55 |
|
|
2020
Q2 | $1.91M | Buy |
17,116
+334
| +2% | +$37.3K | 0.29% | 50 |
|
|
2020
Q1 | $1.62M | Buy |
16,782
+10,450
| +165% | +$1.01M | 0.29% | 57 |
|
|
2019
Q4 | $916K | Buy |
6,332
+139
| +2% | +$20.1K | 0.14% | 67 |
|
|
2019
Q3 | $807K | Buy |
6,193
+283
| +5% | +$36.9K | 0.12% | 66 |
|
|
2019
Q2 | $825K | Buy |
5,910
+376
| +7% | +$52.5K | 0.13% | 58 |
|
|
2019
Q1 | $614K | Buy |
+5,534
| New | +$614K | 0.1% | 71 |
|