Pacific Capital Wealth Advisors’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 | – | Sell |
-1,190
| Closed | -$133K | – | 163 |
|
|
2024
Q4 | $133K | Sell |
1,190
-9
| -0.8% | -$1K | 0.02% | 100 |
|
|
2024
Q3 | $115K | Buy |
1,199
+3
| +0.3% | +$289 | 0.02% | 106 |
|
|
2024
Q2 | $119K | Buy |
1,196
+30
| +3% | +$2.98K | 0.02% | 101 |
|
|
2024
Q1 | $143K | Buy |
1,166
+16
| +1% | +$1.96K | 0.03% | 78 |
|
|
2023
Q4 | $104K | Buy |
+1,150
| New | +$104K | 0.03% | 96 |
|
|
2022
Q1 | – | Sell |
-1,418
| Closed | -$220K | – | 92 |
|
|
2021
Q4 | $220K | Buy |
+1,418
| New | +$220K | 0.06% | 86 |
|
|
2021
Q3 | – | Sell |
-1,143
| Closed | -$201K | – | 82 |
|
|
2021
Q2 | $201K | Hold |
1,143
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $211K | Hold |
1,143
| – | – | 0.12% | 62 |
|
|
2020
Q4 | $207K | Buy |
1,143
+971
| +565% | +$176K | 0.12% | 65 |
|
|
2020
Q3 | $21K | Buy |
+172
| New | +$21K | 0.01% | 145 |
|