Northwest Wealth 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 | $344K | Buy |
2,777
+205
| +8% | +$25.4K | 0.06% | 132 |
|
|
2025
Q1 | $254K | Buy |
2,572
+31
| +1% | +$3.06K | 0.05% | 152 |
|
|
2024
Q4 | $283K | Buy |
2,541
+43
| +2% | +$4.79K | 0.06% | 126 |
|
|
2024
Q3 | $240K | Sell |
2,498
-59
| -2% | -$5.67K | 0.06% | 145 |
|
|
2024
Q2 | $254K | Buy |
2,557
+79
| +3% | +$7.84K | 0.07% | 138 |
|
|
2024
Q1 | $303K | Sell |
2,478
-40
| -2% | -$4.89K | 0.08% | 125 |
|
|
2023
Q4 | $227K | Buy |
2,518
+48
| +2% | +$4.33K | 0.07% | 142 |
|
|
2023
Q3 | $200K | Sell |
2,470
-94
| -4% | -$7.62K | 0.07% | 142 |
|
|
2023
Q2 | $229K | Sell |
2,564
-456
| -15% | -$40.7K | 0.08% | 135 |
|
|
2023
Q1 | $302K | Buy |
3,020
+110
| +4% | +$11K | 0.12% | 112 |
|
|
2022
Q4 | $253K | Sell |
2,910
-1,000
| -26% | -$86.9K | 0.11% | 117 |
|
|
2022
Q3 | $369K | Buy |
3,910
+30
| +0.8% | +$2.83K | 0.16% | 105 |
|
|
2022
Q2 | $366K | Buy |
3,880
+971
| +33% | +$91.6K | 0.16% | 106 |
|
|
2022
Q1 | $399K | Sell |
2,909
-1,859
| -39% | -$255K | 0.2% | 95 |
|
|
2021
Q4 | $738K | Sell |
4,768
-11
| -0.2% | -$1.7K | 0.34% | 67 |
|
|
2021
Q3 | $808K | Buy |
4,779
+11
| +0.2% | +$1.86K | 0.4% | 57 |
|
|
2021
Q2 | $838K | Buy |
4,768
+770
| +19% | +$135K | 0.44% | 55 |
|
|
2021
Q1 | $738K | Sell |
3,998
-890
| -18% | -$164K | 0.46% | 60 |
|
|
2020
Q4 | $886K | Hold |
4,888
| – | – | 0.61% | 46 |
|
|
2020
Q3 | $606K | Buy |
4,888
+21
| +0.4% | +$2.6K | 0.5% | 53 |
|
|
2020
Q2 | $543K | Sell |
4,867
-200
| -4% | -$22.3K | 0.47% | 55 |
|
|
2020
Q1 | $489K | Buy |
5,067
+1,153
| +29% | +$111K | 0.49% | 55 |
|
|
2019
Q4 | $566K | Hold |
3,914
| – | – | 0.52% | 54 |
|
|
2019
Q3 | $510K | Buy |
3,914
+1,056
| +37% | +$138K | 0.42% | 64 |
|
|
2019
Q2 | $399K | Sell |
2,858
-64
| -2% | -$8.94K | 0.32% | 74 |
|
|
2019
Q1 | $324K | Buy |
2,922
+91
| +3% | +$10.1K | 0.24% | 86 |
|
|
2018
Q4 | $310K | Hold |
2,831
| – | – | 0.26% | 80 |
|
|
2018
Q3 | $331K | Sell |
2,831
-82
| -3% | -$9.59K | 0.25% | 80 |
|
|
2018
Q2 | $305K | Hold |
2,913
| – | – | 0.23% | 82 |
|
|
2018
Q1 | $293K | Buy |
2,913
+358
| +14% | +$36K | 0.22% | 84 |
|
|
2017
Q4 | $275K | Buy |
2,555
+23
| +0.9% | +$2.48K | 0.22% | 79 |
|
|
2017
Q3 | $250K | Sell |
2,532
-346
| -12% | -$34.2K | 0.35% | 56 |
|
|
2017
Q2 | $306K | Sell |
2,878
-50
| -2% | -$5.32K | 0.28% | 71 |
|
|
2017
Q1 | $332K | Sell |
2,928
-94
| -3% | -$10.7K | 0.31% | 67 |
|
|
2016
Q4 | $315K | Buy |
+3,022
| New | +$315K | 0.32% | 66 |
|