PAX Financial 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 | $852K | Sell |
6,872
-3,062
| -31% | -$380K | 0.16% | 105 |
|
|
2025
Q1 | $981K | Buy |
9,934
+1,735
| +21% | +$171K | 0.17% | 104 |
|
|
2024
Q4 | $913K | Buy |
8,199
+587
| +8% | +$65.4K | 0.16% | 112 |
|
|
2024
Q3 | $732K | Buy |
7,612
+1,013
| +15% | +$97.4K | 0.13% | 137 |
|
|
2024
Q2 | $655K | Buy |
6,599
+748
| +13% | +$74.3K | 0.13% | 143 |
|
|
2024
Q1 | $716K | Sell |
5,851
-315
| -5% | -$38.5K | 0.14% | 129 |
|
|
2023
Q4 | $682K | Buy |
6,166
+821
| +15% | +$90.8K | 0.14% | 137 |
|
|
2023
Q3 | $433K | Sell |
5,345
-772
| -13% | -$62.6K | 0.1% | 165 |
|
|
2023
Q2 | $546K | Buy |
6,117
+567
| +10% | +$50.6K | 0.12% | 152 |
|
|
2023
Q1 | $556K | Sell |
5,550
-263
| -5% | -$26.3K | 0.13% | 133 |
|
|
2022
Q4 | $505K | Sell |
5,813
-328
| -5% | -$28.5K | 0.13% | 130 |
|
|
2022
Q3 | $579K | Buy |
6,141
+111
| +2% | +$10.5K | 0.15% | 119 |
|
|
2022
Q2 | $569K | Buy |
6,030
+859
| +17% | +$81.1K | 0.14% | 119 |
|
|
2022
Q1 | $709K | Buy |
5,171
+118
| +2% | +$16.2K | 0.16% | 109 |
|
|
2021
Q4 | $783K | Buy |
5,053
+169
| +3% | +$26.2K | 0.18% | 101 |
|
|
2021
Q3 | $826K | Sell |
4,884
-75
| -2% | -$12.7K | 0.2% | 75 |
|
|
2021
Q2 | $872K | Buy |
4,959
+495
| +11% | +$87K | 0.22% | 65 |
|
|
2021
Q1 | $824K | Buy |
4,464
+57
| +1% | +$10.5K | 0.23% | 54 |
|
|
2020
Q4 | $798K | Sell |
4,407
-3,211
| -42% | -$581K | 0.25% | 42 |
|
|
2020
Q3 | $945K | Buy |
7,618
+3,589
| +89% | +$445K | 0.33% | 41 |
|
|
2020
Q2 | $449K | Sell |
4,029
-1,451
| -26% | -$162K | 0.17% | 77 |
|
|
2020
Q1 | $555K | Buy |
5,480
+2,224
| +68% | +$225K | 0.24% | 45 |
|
|
2019
Q4 | $453K | Buy |
+3,256
| New | +$453K | 0.19% | 53 |
|