Pathway Financial 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
Q2 | $217K | Sell |
1,750
-1,698
| -49% | -$211K | 0.03% | 124 |
|
|
2025
Q1 | $340K | Sell |
3,448
-23
| -0.7% | -$2.27K | 0.06% | 122 |
|
|
2024
Q4 | $386K | Buy |
3,471
+92
| +3% | +$10.2K | 0.09% | 109 |
|
|
2024
Q3 | $325K | Buy |
3,379
+496
| +17% | +$47.7K | 0.08% | 114 |
|
|
2024
Q2 | $286K | Sell |
2,883
-28
| -1% | -$2.78K | 0.08% | 121 |
|
|
2024
Q1 | $356K | Buy |
2,911
+28
| +1% | +$3.43K | 0.1% | 110 |
|
|
2023
Q4 | $260K | Sell |
2,883
-141
| -5% | -$12.7K | 0.08% | 125 |
|
|
2023
Q3 | $245K | Buy |
3,024
+141
| +5% | +$11.4K | 0.08% | 115 |
|
|
2023
Q2 | $257K | Hold |
2,883
| – | – | 0.08% | 110 |
|
|
2023
Q1 | $289K | Sell |
2,883
-2
| -0.1% | -$200 | 0.1% | 97 |
|
|
2022
Q4 | $251K | Hold |
2,885
| – | – | 0.08% | 105 |
|
|
2022
Q3 | $272K | Hold |
2,885
| – | – | 0.09% | 102 |
|
|
2022
Q2 | $272K | Buy |
2,885
+32
| +1% | +$3.02K | 0.11% | 103 |
|
|
2022
Q1 | $391K | Buy |
2,853
+20
| +0.7% | +$2.74K | 0.15% | 82 |
|
|
2021
Q4 | $405K | Buy |
+2,833
| New | +$405K | 0.14% | 75 |
|
|
2021
Q1 | $407K | Hold |
2,377
| – | – | 0.16% | 70 |
|
|
2020
Q4 | $449K | Sell |
2,377
-50
| -2% | -$9.45K | 0.19% | 58 |
|
|
2020
Q3 | $299K | Hold |
2,427
| – | – | 0.12% | 77 |
|
|
2020
Q2 | $271K | Hold |
2,427
| – | – | 0.08% | 79 |
|
|
2020
Q1 | $228K | Hold |
2,427
| – | – | 0.08% | 79 |
|
|
2019
Q4 | $348K | Hold |
2,427
| – | – | 0.1% | 75 |
|
|
2019
Q3 | $335K | Sell |
2,427
-30
| -1% | -$4.14K | 0.1% | 67 |
|
|
2019
Q2 | $343K | Buy |
2,457
+80
| +3% | +$11.2K | 0.1% | 67 |
|
|
2019
Q1 | $264K | Hold |
2,377
| – | – | 0.08% | 81 |
|
|
2018
Q4 | $261K | Hold |
2,377
| – | – | 0.15% | 77 |
|
|
2018
Q3 | $265K | Hold |
2,377
| – | – | 0.15% | 79 |
|
|
2018
Q2 | $249K | Hold |
2,377
| – | – | 0.15% | 75 |
|
|
2018
Q1 | $239K | Sell |
2,377
-25
| -1% | -$2.51K | 0.14% | 76 |
|
|
2017
Q4 | $258K | Buy |
+2,402
| New | +$258K | 0.15% | 72 |
|