Omnia Family Wealth’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 | $1.85M | Buy |
14,822
+371
| +3% | +$46.2K | 0.67% | 21 |
|
|
2025
Q1 | $1.43M | Buy |
14,451
+466
| +3% | +$46K | 0.6% | 23 |
|
|
2024
Q4 | $1.56M | Sell |
13,985
-11
| -0.1% | -$1.23K | 0.65% | 21 |
|
|
2024
Q3 | $1.35M | Buy |
13,996
+531
| +4% | +$51.1K | 0.58% | 24 |
|
|
2024
Q2 | $1.34M | Sell |
13,465
-426
| -3% | -$42.3K | 0.57% | 26 |
|
|
2024
Q1 | $1.7M | Buy |
13,891
+185
| +1% | +$22.6K | 0.8% | 19 |
|
|
2023
Q4 | $1.24M | Buy |
13,706
+263
| +2% | +$23.8K | 0.64% | 18 |
|
|
2023
Q3 | $1.09M | Buy |
13,443
+1,993
| +17% | +$162K | 0.68% | 21 |
|
|
2023
Q2 | $1.02M | Sell |
11,450
-128
| -1% | -$11.4K | 0.69% | 20 |
|
|
2023
Q1 | $1.16M | Sell |
11,578
-184
| -2% | -$18.4K | 0.89% | 16 |
|
|
2022
Q4 | $1.02M | Buy |
11,762
+5
| +0% | +$434 | 0.83% | 17 |
|
|
2022
Q3 | $1.11M | Buy |
11,757
+188
| +2% | +$17.7K | 0.91% | 16 |
|
|
2022
Q2 | $1.09M | Buy |
11,569
+5
| +0% | +$472 | 0.8% | 19 |
|
|
2022
Q1 | $1.59M | Buy |
11,564
+54
| +0.5% | +$7.41K | 1.05% | 16 |
|
|
2021
Q4 | $1.78M | Hold |
11,510
| – | – | 1.08% | 18 |
|
|
2021
Q3 | $1.95M | Sell |
11,510
-60
| -0.5% | -$10.1K | 1.34% | 17 |
|
|
2021
Q2 | $2.03M | Sell |
11,570
-48
| -0.4% | -$8.44K | 1.3% | 16 |
|
|
2021
Q1 | $2.14M | Sell |
11,618
-2,382
| -17% | -$440K | 1.59% | 14 |
|
|
2020
Q4 | $2.54M | Buy |
14,000
+49
| +0.4% | +$8.88K | 2.31% | 10 |
|
|
2020
Q3 | $1.73M | Hold |
13,951
| – | – | 1.65% | 13 |
|
|
2020
Q2 | $1.56M | Sell |
13,951
-3,927
| -22% | -$438K | 1.53% | 12 |
|
|
2020
Q1 | $1.73M | Sell |
17,878
-199
| -1% | -$19.2K | 1.8% | 10 |
|
|
2019
Q4 | $2.63M | Sell |
18,077
-20
| -0.1% | -$2.91K | 1.21% | 19 |
|
|
2019
Q3 | $2.36M | Hold |
18,097
| – | – | 1.72% | 13 |
|
|
2019
Q2 | $2.53M | Sell |
18,097
-123
| -0.7% | -$17.2K | 1.27% | 17 |
|
|
2019
Q1 | $2.02M | Buy |
18,220
+14,444
| +383% | +$1.6M | 1% | 17 |
|
|
2018
Q4 | $417K | Buy |
3,776
+243
| +7% | +$26.8K | 0.23% | 50 |
|
|
2018
Q3 | $413K | Hold |
3,533
| – | – | 0.19% | 50 |
|
|
2018
Q2 | $370K | Sell |
3,533
-42
| -1% | -$4.4K | 0.17% | 52 |
|
|
2018
Q1 | $359K | Sell |
3,575
-82
| -2% | -$8.23K | 0.16% | 52 |
|
|
2017
Q4 | $396K | Buy |
3,657
+227
| +7% | +$24.6K | 0.18% | 51 |
|
|
2017
Q3 | $338K | Sell |
3,430
-274
| -7% | -$27K | 0.16% | 51 |
|
|
2017
Q2 | $394K | Buy |
3,704
+21
| +0.6% | +$2.23K | 0.19% | 47 |
|
|
2017
Q1 | $418K | Buy |
3,683
+41
| +1% | +$4.65K | 0.2% | 47 |
|
|
2016
Q4 | $382K | Buy |
+3,642
| New | +$382K | 0.19% | 55 |
|