Patrick M. Sweeney & Associates’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 | $911K | Buy |
7,347
+110
| +2% | +$13.6K | 0.63% | 37 |
|
|
2025
Q1 | $714K | Hold |
7,237
| – | – | 0.53% | 45 |
|
|
2024
Q4 | $806K | Buy |
7,237
+25
| +0.3% | +$2.78K | 0.6% | 42 |
|
|
2024
Q3 | $694K | Buy |
7,212
+84
| +1% | +$8.08K | 0.51% | 48 |
|
|
2024
Q2 | $708K | Buy |
7,128
+15
| +0.2% | +$1.49K | 0.57% | 43 |
|
|
2024
Q1 | $870K | Buy |
7,113
+45
| +0.6% | +$5.51K | 0.72% | 31 |
|
|
2023
Q4 | $638K | Buy |
+7,068
| New | +$638K | 0.58% | 41 |
|