Pacific Center for Financial Services’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 | $540K | Buy |
4,355
+2
| +0% | +$248 | 0.15% | 51 |
|
|
2025
Q1 | $430K | Sell |
4,353
-85
| -2% | -$8.39K | 0.11% | 55 |
|
|
2024
Q4 | $494K | Hold |
4,438
| – | – | 0.13% | 48 |
|
|
2024
Q3 | $427K | Sell |
4,438
-1,217
| -22% | -$117K | 0.11% | 54 |
|
|
2024
Q2 | $561K | Sell |
5,655
-27
| -0.5% | -$2.68K | 0.16% | 47 |
|
|
2024
Q1 | $695K | Sell |
5,682
-176
| -3% | -$21.5K | 0.2% | 39 |
|
|
2023
Q4 | $529K | Sell |
5,858
-10
| -0.2% | -$903 | 0.17% | 39 |
|
|
2023
Q3 | $476K | Buy |
5,868
+1,813
| +45% | +$147K | 0.16% | 40 |
|
|
2023
Q2 | $362K | Hold |
4,055
| – | – | 0.12% | 56 |
|
|
2023
Q1 | $406K | Buy |
+4,055
| New | +$406K | 0.14% | 50 |
|
|
2022
Q3 | $388K | Hold |
4,109
| – | – | 0.15% | 49 |
|
|
2022
Q2 | $388K | Sell |
4,109
-774
| -16% | -$73.1K | 0.16% | 47 |
|
|
2022
Q1 | $670K | Sell |
4,883
-6
| -0.1% | -$823 | 0.24% | 34 |
|
|
2021
Q4 | $757K | Buy |
4,889
+5
| +0.1% | +$774 | 0.31% | 30 |
|
|
2021
Q3 | $826K | Buy |
4,884
+110
| +2% | +$18.6K | 0.36% | 25 |
|
|
2021
Q2 | $839K | Buy |
4,774
+23
| +0.5% | +$4.04K | 0.37% | 24 |
|
|
2021
Q1 | $877K | Sell |
4,751
-480
| -9% | -$88.6K | 0.42% | 23 |
|
|
2020
Q4 | $948K | Buy |
5,231
+312
| +6% | +$56.5K | 0.35% | 22 |
|
|
2020
Q3 | $610K | Buy |
4,919
+168
| +4% | +$20.8K | 0.25% | 26 |
|
|
2020
Q2 | $530K | Hold |
4,751
| – | – | 0.26% | 28 |
|
|
2020
Q1 | $459K | Sell |
4,751
-86
| -2% | -$8.31K | 0.29% | 23 |
|
|
2019
Q4 | $700K | Sell |
4,837
-100
| -2% | -$14.5K | 0.31% | 25 |
|
|
2019
Q3 | $643K | Buy |
4,937
+100
| +2% | +$13K | 0.31% | 25 |
|
|
2019
Q2 | $675K | Hold |
4,837
| – | – | 0.35% | 22 |
|
|
2019
Q1 | $537K | Buy |
4,837
+287
| +6% | +$31.9K | 0.29% | 24 |
|
|
2018
Q4 | $499K | Sell |
4,550
-85
| -2% | -$9.32K | 0.27% | 25 |
|
|
2018
Q3 | $542K | Hold |
4,635
| – | – | 0.26% | 26 |
|
|
2018
Q2 | $486K | Hold |
4,635
| – | – | 0.29% | 25 |
|
|
2018
Q1 | $466K | Hold |
4,635
| – | – | 0.28% | 28 |
|
|
2017
Q4 | $498K | Sell |
4,635
-100
| -2% | -$10.7K | 0.3% | 24 |
|
|
2017
Q3 | $467K | Buy |
4,735
+55
| +1% | +$5.42K | 0.3% | 26 |
|
|
2017
Q2 | $497K | Hold |
4,680
| – | – | 0.33% | 23 |
|
|
2017
Q1 | $531K | Hold |
4,680
| – | – | 0.37% | 23 |
|
|
2016
Q4 | $488K | Buy |
+4,680
| New | +$488K | 0.37% | 24 |
|