Patriot Investment Management Group’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 | $232K | Buy |
+1,874
| New | +$232K | 0.02% | 225 |
|
|
2025
Q1 | – | Sell |
-1,874
| Closed | -$209K | – | 230 |
|
|
2024
Q4 | $209K | Buy |
+1,874
| New | +$209K | 0.02% | 228 |
|
|
2024
Q2 | – | Sell |
-1,876
| Closed | -$229K | – | 238 |
|
|
2024
Q1 | $229K | Buy |
+1,876
| New | +$229K | 0.02% | 228 |
|
|
2023
Q2 | – | Sell |
-2,860
| Closed | -$286K | – | 237 |
|
|
2023
Q1 | $286K | Sell |
2,860
-645
| -18% | -$64.6K | 0.03% | 211 |
|
|
2022
Q4 | $384K | Sell |
3,505
-348
| -9% | -$38.1K | 0.03% | 186 |
|
|
2022
Q3 | $363K | Buy |
3,853
+60
| +2% | +$5.65K | 0.04% | 179 |
|
|
2022
Q2 | $358K | Sell |
3,793
-488
| -11% | -$46.1K | 0.03% | 184 |
|
|
2022
Q1 | $587K | Sell |
4,281
-110
| -3% | -$15.1K | 0.05% | 162 |
|
|
2021
Q4 | $680K | Sell |
4,391
-453
| -9% | -$70.2K | 0.06% | 148 |
|
|
2021
Q3 | $819K | Sell |
4,844
-240
| -5% | -$40.6K | 0.07% | 126 |
|
|
2021
Q2 | $893K | Buy |
5,084
+125
| +3% | +$22K | 0.08% | 121 |
|
|
2021
Q1 | $915K | Buy |
4,959
+1,824
| +58% | +$337K | 0.09% | 120 |
|
|
2020
Q4 | $568K | Sell |
3,135
-1,710
| -35% | -$310K | 0.09% | 108 |
|
|
2020
Q3 | $601K | Sell |
4,845
-33
| -0.7% | -$4.09K | 0.07% | 133 |
|
|
2020
Q2 | $544K | Buy |
4,878
+1
| +0% | +$112 | 0.07% | 139 |
|
|
2020
Q1 | $471K | Buy |
4,877
+1,105
| +29% | +$107K | 0.07% | 133 |
|
|
2019
Q4 | $545K | Buy |
3,772
+2
| +0.1% | +$289 | 0.07% | 140 |
|
|
2019
Q3 | $488K | Sell |
3,770
-40
| -1% | -$5.18K | 0.07% | 145 |
|
|
2019
Q2 | $532K | Buy |
3,810
+35
| +0.9% | +$4.89K | 0.07% | 136 |
|
|
2019
Q1 | $419K | Buy |
+3,775
| New | +$419K | 0.06% | 158 |
|