Northstar Advisory Group’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 | $3.69M | Buy |
29,736
+24,113
| +429% | +$2.99M | 1.8% | 14 |
|
|
2025
Q1 | $555K | Buy |
+5,623
| New | +$555K | 0.36% | 62 |
|
|
2022
Q4 | – | Sell |
-9,426
| Closed | -$889K | – | 93 |
|
|
2022
Q3 | $889K | Buy |
+9,426
| New | +$889K | 0.8% | 28 |
|
|
2021
Q3 | – | Sell |
-9,242
| Closed | -$1.62M | – | 62 |
|
|
2021
Q2 | $1.62M | Sell |
9,242
-4,596
| -33% | -$808K | 1.02% | 31 |
|
|
2021
Q1 | $2.55M | Buy |
+13,838
| New | +$2.55M | 1.95% | 12 |
|