Personal CFO Solutions’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 | $879K | Sell |
7,087
-148
| -2% | -$18.4K | 0.16% | 137 |
|
|
2025
Q1 | $714K | Buy |
7,235
+1,334
| +23% | +$132K | 0.15% | 156 |
|
|
2024
Q4 | $657K | Buy |
5,901
+293
| +5% | +$32.6K | 0.13% | 169 |
|
|
2024
Q3 | $539K | Buy |
5,608
+245
| +5% | +$23.6K | 0.08% | 247 |
|
|
2024
Q2 | $532K | Sell |
5,363
-164
| -3% | -$16.3K | 0.08% | 238 |
|
|
2024
Q1 | $676K | Buy |
5,527
+420
| +8% | +$51.4K | 0.11% | 198 |
|
|
2023
Q4 | $461K | Sell |
5,107
-661
| -11% | -$59.7K | 0.08% | 246 |
|
|
2023
Q3 | $468K | Sell |
5,768
-167
| -3% | -$13.5K | 0.09% | 208 |
|
|
2023
Q2 | $530K | Buy |
5,935
+1,275
| +27% | +$114K | 0.11% | 193 |
|
|
2023
Q1 | $467K | Buy |
4,660
+230
| +5% | +$23K | 0.1% | 205 |
|
|
2022
Q4 | $385K | Buy |
4,430
+910
| +26% | +$79.1K | 0.08% | 231 |
|
|
2022
Q3 | $332K | Sell |
3,520
-331
| -9% | -$31.2K | 0.08% | 231 |
|
|
2022
Q2 | $364K | Buy |
3,851
+49
| +1% | +$4.63K | 0.09% | 218 |
|
|
2022
Q1 | $522K | Buy |
3,802
+181
| +5% | +$24.9K | 0.1% | 194 |
|
|
2021
Q4 | $561K | Buy |
3,621
+669
| +23% | +$104K | 0.11% | 181 |
|
|
2021
Q3 | $499K | Buy |
2,952
+127
| +4% | +$21.5K | 0.1% | 192 |
|
|
2021
Q2 | $497K | Buy |
2,825
+132
| +5% | +$23.2K | 0.1% | 185 |
|
|
2021
Q1 | $497K | Buy |
2,693
+149
| +6% | +$27.5K | 0.11% | 176 |
|
|
2020
Q4 | $461K | Buy |
2,544
+91
| +4% | +$16.5K | 0.11% | 179 |
|
|
2020
Q3 | $0 | Buy |
2,453
+124
| +5% | – | ﹤0.01% | 186 |
|
|
2020
Q2 | $260K | Buy |
+2,329
| New | +$260K | 0.08% | 233 |
|