Pacific Sun Financial’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 | $612K | Sell |
4,933
-395
| -7% | -$49K | 0.32% | 92 |
|
|
2025
Q1 | $526K | Sell |
5,328
-494
| -8% | -$48.8K | 0.3% | 103 |
|
|
2024
Q4 | $648K | Sell |
5,822
-200
| -3% | -$22.3K | 0.35% | 85 |
|
|
2024
Q3 | $579K | Sell |
6,022
-230
| -4% | -$22.1K | 0.32% | 97 |
|
|
2024
Q2 | $621K | Sell |
6,252
-458
| -7% | -$45.5K | 0.37% | 84 |
|
|
2024
Q1 | $821K | Sell |
6,710
-42
| -0.6% | -$5.14K | 0.48% | 63 |
|
|
2023
Q4 | $610K | Buy |
6,752
+93
| +1% | +$8.4K | 0.39% | 82 |
|
|
2023
Q3 | $540K | Buy |
6,659
+282
| +4% | +$22.9K | 0.37% | 87 |
|
|
2023
Q2 | $639K | Buy |
+6,377
| New | +$639K | 0.43% | 73 |
|
|
2022
Q4 | $549K | Buy |
6,317
+297
| +5% | +$25.8K | 0.39% | 79 |
|
|
2022
Q3 | $568K | Buy |
6,020
+377
| +7% | +$35.6K | 0.4% | 79 |
|
|
2022
Q2 | $533K | Buy |
5,643
+375
| +7% | +$35.4K | 0.35% | 90 |
|
|
2022
Q1 | $723K | Buy |
5,268
+399
| +8% | +$54.8K | 0.4% | 80 |
|
|
2021
Q4 | $754K | Buy |
4,869
+853
| +21% | +$132K | 0.4% | 79 |
|
|
2021
Q3 | $679K | Buy |
+4,016
| New | +$679K | 0.39% | 78 |
|
|
2020
Q3 | $319K | Buy |
2,572
+30
| +1% | +$3.72K | 0.27% | 108 |
|
|
2020
Q2 | $283K | Buy |
2,542
+320
| +14% | +$35.6K | 0.26% | 114 |
|
|
2020
Q1 | $215K | Buy |
+2,222
| New | +$215K | 0.25% | 118 |
|
|
2018
Q1 | – | Sell |
-2,875
| Closed | -$309K | – | 141 |
|
|
2017
Q4 | $309K | Buy |
+2,875
| New | +$309K | 0.17% | 108 |
|