Parkside Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
3,738
| – | – | 0.1% | 58 |
|
|
2025
Q1 | $369K | Hold |
3,738
| – | – | 0.09% | 60 |
|
|
2024
Q4 | $418K | Sell |
3,738
-147
| -4% | -$15.4K | 0.1% | 59 |
|
|
2024
Q3 | $374K | Sell |
3,885
-173
| -4% | -$15.9K | 0.09% | 62 |
|
|
2024
Q2 | $403K | Buy |
4,058
+124
| +3% | +$13.3K | 0.1% | 60 |
|
|
2024
Q1 | $481K | Buy |
3,934
+76
| +2% | +$7.94K | 0.12% | 54 |
|
|
2023
Q4 | $350K | Sell |
3,858
-11
| -0.3% | -$970 | 0.1% | 61 |
|
|
2023
Q3 | $314K | Hold |
3,869
| – | – | 0.1% | 61 |
|
|
2023
Q2 | $345K | Hold |
3,869
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $388K | Sell |
3,869
-192
| -5% | -$19.4K | 0.13% | 46 |
|
|
2022
Q4 | $353K | Buy |
4,061
+476
| +13% | +$45.5K | 0.12% | 53 |
|
|
2022
Q3 | $338K | Sell |
3,585
-160
| -4% | -$17.1K | 0.13% | 38 |
|
|
2022
Q2 | $354K | Sell |
3,745
-319
| -8% | -$35.4K | 0.13% | 41 |
|
|
2022
Q1 | $557K | Sell |
4,064
-200
| -5% | -$28.9K | 0.18% | 34 |
|
|
2021
Q4 | $660K | Buy |
4,264
+1,635
| +62% | +$264K | 0.2% | 34 |
|
|
2021
Q3 | $445K | Hold |
2,629
| – | – | 0.14% | 40 |
|
|
2021
Q2 | $462K | Hold |
2,629
| – | – | 0.15% | 41 |
|
|
2021
Q1 | $485K | Buy |
2,629
+50
| +2% | +$9.22K | 0.17% | 42 |
|
|
2020
Q4 | $467K | Buy |
2,579
+933
| +57% | +$134K | 0.18% | 42 |
|
|
2020
Q3 | $204K | Buy |
+1,646
| New | +$206K | 0.09% | 61 |
|
|
2020
Q1 | – | Sell |
-1,646
| Closed | -$240K | – | 62 |
|
|
2019
Q4 | $240K | Hold |
1,646
| – | – | 0.11% | 58 |
|
|
2019
Q3 | $215K | Hold |
1,646
| – | – | 0.11% | 59 |
|
|
2019
Q2 | $230K | Buy |
+1,646
| New | +$218K | 0.13% | 56 |
|
|
2017
Q4 | – | Sell |
-2,371
| Closed | -$234K | – | 38 |
|
|
2017
Q3 | $234K | Buy |
2,371
+37
| +2% | +$3.81K | 0.17% | 36 |
|
|
2017
Q2 | $248K | Buy |
2,334
+4
| +0.2% | +$438 | 0.18% | 34 |
|
|
2017
Q1 | $264K | Buy |
+2,330
| New | +$257K | 0.19% | 33 |
|
Other funds holding DIS
