Pacifica Partners’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 | $20.4K | Sell |
167
-48
| -22% | -$5.87K | 0.01% | 282 |
|
|
2025
Q1 | $19.1K | Sell |
215
-70
| -25% | -$6.22K | 0.01% | 283 |
|
|
2024
Q4 | $31.6K | Sell |
285
-57
| -17% | -$6.32K | 0.01% | 232 |
|
|
2024
Q3 | $32.9K | Sell |
342
-200
| -37% | -$19.2K | 0.01% | 248 |
|
|
2024
Q2 | $53.4K | Sell |
542
-293
| -35% | -$28.9K | 0.02% | 208 |
|
|
2024
Q1 | $99.6K | Hold |
835
| – | – | 0.04% | 155 |
|
|
2023
Q4 | $75.8K | Buy |
835
+60
| +8% | +$5.45K | 0.04% | 169 |
|
|
2023
Q3 | $62.6K | Buy |
775
+127
| +20% | +$10.3K | 0.03% | 168 |
|
|
2023
Q2 | $58.2K | Hold |
648
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $64.5K | Hold |
648
| – | – | 0.04% | 146 |
|
|
2022
Q4 | $56K | Sell |
648
-644
| -50% | -$55.7K | 0.04% | 153 |
|
|
2022
Q3 | $138K | Hold |
1,292
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $126K | Buy |
1,292
+165
| +15% | +$16.1K | 0.09% | 116 |
|
|
2022
Q1 | $166K | Buy |
1,127
+494
| +78% | +$72.8K | 0.11% | 92 |
|
|
2021
Q4 | $100K | Buy |
633
+57
| +10% | +$9.01K | 0.07% | 126 |
|
|
2021
Q3 | $101K | Buy |
576
+60
| +12% | +$10.5K | 0.07% | 116 |
|
|
2021
Q2 | $90K | Buy |
516
+28
| +6% | +$4.88K | 0.07% | 113 |
|
|
2021
Q1 | $91K | Buy |
488
+53
| +12% | +$9.88K | 0.08% | 106 |
|
|
2020
Q4 | $76K | Buy |
435
+115
| +36% | +$20.1K | 0.07% | 103 |
|
|
2020
Q3 | $40K | Hold |
320
| – | – | 0.04% | 130 |
|
|
2020
Q2 | $36K | Sell |
320
-15,617
| -98% | -$1.76M | 0.04% | 147 |
|
|
2020
Q1 | $1.61M | Sell |
15,937
-950
| -6% | -$96K | 2% | 13 |
|
|
2019
Q4 | $2.44M | Buy |
+16,887
| New | +$2.44M | 2.37% | 11 |
|