PP
PDS Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
9,445
+810
| +9% | +$100K | 0.09% | 107 |
|
|
2025
Q1 | $852K | Buy |
8,635
+1,160
| +16% | +$114K | 0.07% | 123 |
|
|
2024
Q4 | $832K | Buy |
7,475
+1,046
| +16% | +$116K | 0.07% | 112 |
|
|
2024
Q3 | $618K | Sell |
6,429
-416
| -6% | -$40K | 0.06% | 156 |
|
|
2024
Q2 | $680K | Sell |
6,845
-70
| -1% | -$6.95K | 0.07% | 121 |
|
|
2024
Q1 | $846K | Buy |
6,915
+407
| +6% | +$49.8K | 0.09% | 95 |
|
|
2023
Q4 | $588K | Buy |
6,508
+1,299
| +25% | +$117K | 0.07% | 124 |
|
|
2023
Q3 | $422K | Sell |
5,209
-920
| -15% | -$74.6K | 0.05% | 156 |
|
|
2023
Q2 | $547K | Sell |
6,129
-1,496
| -20% | -$134K | 0.07% | 120 |
|
|
2023
Q1 | $763K | Buy |
7,625
+2,282
| +43% | +$228K | 0.11% | 84 |
|
|
2022
Q4 | $464K | Sell |
5,343
-1,064
| -17% | -$92.4K | 0.07% | 103 |
|
|
2022
Q3 | $604K | Buy |
6,407
+689
| +12% | +$65K | 0.11% | 77 |
|
|
2022
Q2 | $540K | Sell |
5,718
-478
| -8% | -$45.1K | 0.1% | 89 |
|
|
2022
Q1 | $850K | Buy |
6,196
+1,075
| +21% | +$147K | 0.15% | 68 |
|
|
2021
Q4 | $793K | Sell |
5,121
-1,107
| -18% | -$171K | 0.15% | 66 |
|
|
2021
Q3 | $1.05M | Buy |
6,228
+502
| +9% | +$85K | 0.24% | 50 |
|
|
2021
Q2 | $1.01M | Buy |
5,726
+641
| +13% | +$113K | 0.25% | 51 |
|
|
2021
Q1 | $938K | Buy |
5,085
+485
| +11% | +$89.5K | 0.27% | 48 |
|
|
2020
Q4 | $833K | Buy |
4,600
+672
| +17% | +$122K | 0.29% | 45 |
|
|
2020
Q3 | $487K | Buy |
3,928
+276
| +8% | +$34.2K | 0.2% | 69 |
|
|
2020
Q2 | $407K | Buy |
3,652
+508
| +16% | +$56.6K | 0.18% | 73 |
|
|
2020
Q1 | $304K | Sell |
3,144
-1,044
| -25% | -$101K | 0.19% | 72 |
|
|
2019
Q4 | $606K | Buy |
4,188
+271
| +7% | +$39.2K | 0.38% | 46 |
|
|
2019
Q3 | $511K | Buy |
3,917
+331
| +9% | +$43.2K | 0.35% | 47 |
|
|
2019
Q2 | $501K | Buy |
3,586
+409
| +13% | +$57.1K | 0.37% | 46 |
|
|
2019
Q1 | $353K | Sell |
3,177
-83
| -3% | -$9.22K | 0.27% | 58 |
|
|
2018
Q4 | $358K | Sell |
3,260
-149
| -4% | -$16.4K | 0.31% | 52 |
|
|
2018
Q3 | $399K | Buy |
3,409
+424
| +14% | +$49.6K | 0.34% | 48 |
|
|
2018
Q2 | $313K | Buy |
2,985
+19
| +0.6% | +$1.99K | 0.31% | 49 |
|
|
2018
Q1 | $298K | Buy |
2,966
+4
| +0.1% | +$402 | 0.3% | 51 |
|
|
2017
Q4 | $318K | Buy |
+2,962
| New | +$318K | 0.32% | 49 |
|