Orion Portfolio Solutions’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.1M | Buy |
92,204
+39,721
| +76% | +$3.92M | 0.09% | 221 |
|
|
2024
Q4 | $12.3M | Sell |
52,483
-24,805
| -32% | -$5.81M | 0.12% | 153 |
|
|
2024
Q3 | $7.43M | Buy |
77,288
+1,456
| +2% | +$140K | 0.07% | 258 |
|
|
2024
Q2 | $7.53M | Sell |
75,832
-9,687
| -11% | -$962K | 0.08% | 237 |
|
|
2024
Q1 | $10.5M | Buy |
85,519
+739
| +0.9% | +$90.4K | 0.11% | 186 |
|
|
2023
Q4 | $7.76M | Sell |
84,780
-2,057
| -2% | -$188K | 0.09% | 218 |
|
|
2023
Q3 | $7.04M | Sell |
86,837
-8,119
| -9% | -$658K | 0.09% | 226 |
|
|
2023
Q2 | $8.48M | Buy |
94,956
+4,267
| +5% | +$381K | 0.09% | 219 |
|
|
2023
Q1 | $9.08M | Buy |
90,689
+74,610
| +464% | +$7.47M | 0.11% | 170 |
|
|
2022
Q4 | $1.4M | Buy |
16,079
+1,708
| +12% | +$148K | 0.05% | 241 |
|
|
2022
Q3 | $1.36M | Buy |
14,371
+2,165
| +18% | +$204K | 0.05% | 205 |
|
|
2022
Q2 | $1.15M | Sell |
12,206
-2,161
| -15% | -$204K | 0.05% | 230 |
|
|
2022
Q1 | $1.97M | Buy |
14,367
+1,243
| +9% | +$171K | 0.07% | 175 |
|
|
2021
Q4 | $2.03M | Sell |
13,124
-481
| -4% | -$74.5K | 0.07% | 171 |
|
|
2021
Q3 | $2.3M | Sell |
13,605
-1,053
| -7% | -$178K | 0.08% | 147 |
|
|
2021
Q2 | $2.58M | Buy |
14,658
+3,531
| +32% | +$621K | 0.1% | 123 |
|
|
2021
Q1 | $2.05M | Buy |
11,127
+415
| +4% | +$76.6K | 0.09% | 130 |
|
|
2020
Q4 | $1.94M | Buy |
10,712
+336
| +3% | +$60.9K | 0.09% | 137 |
|
|
2020
Q3 | $1.29M | Buy |
10,376
+603
| +6% | +$74.8K | 0.07% | 158 |
|
|
2020
Q2 | $1.09M | Buy |
9,773
+2,465
| +34% | +$275K | 0.06% | 145 |
|
|
2020
Q1 | $706K | Sell |
7,308
-1,721
| -19% | -$166K | 0.05% | 161 |
|
|
2019
Q4 | $1.31M | Buy |
+9,029
| New | +$1.31M | 0.1% | 117 |
|