Petix & Botte Financial’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 | $551K | Hold |
4,444
| – | – | 0.14% | 80 |
|
|
2025
Q1 | $439K | Hold |
4,444
| – | – | 0.12% | 90 |
|
|
2024
Q4 | $495K | Sell |
4,444
-296
| -6% | -$33K | 0.13% | 85 |
|
|
2024
Q3 | $456K | Hold |
4,740
| – | – | 0.12% | 81 |
|
|
2024
Q2 | $471K | Buy |
4,740
+2,370
| +100% | +$235K | 0.13% | 74 |
|
|
2024
Q1 | $290K | Sell |
2,370
-2,370
| -50% | -$290K | 0.07% | 113 |
|
|
2023
Q4 | $428K | Hold |
4,740
| – | – | 0.13% | 78 |
|
|
2023
Q3 | $384K | Sell |
4,740
-370
| -7% | -$30K | 0.12% | 81 |
|
|
2023
Q2 | $456K | Buy |
5,110
+2,555
| +100% | +$228K | 0.14% | 69 |
|
|
2023
Q1 | $256K | Buy |
+2,555
| New | +$256K | 0.17% | 64 |
|
|
2022
Q3 | $241K | Buy |
2,555
+164
| +7% | +$15.5K | 0.18% | 62 |
|
|
2022
Q2 | $226K | Sell |
2,391
-2,391
| -50% | -$226K | 0.17% | 65 |
|
|
2022
Q1 | $656K | Buy |
4,782
+2,475
| +107% | +$340K | 0.2% | 61 |
|
|
2021
Q4 | $357K | Sell |
2,307
-2,039
| -47% | -$316K | 0.23% | 60 |
|
|
2021
Q3 | $736K | Buy |
4,346
+2,173
| +100% | +$368K | 0.25% | 57 |
|
|
2021
Q2 | $382K | Hold |
2,173
| – | – | 0.27% | 61 |
|
|
2021
Q1 | $401K | Sell |
2,173
-10
| -0.5% | -$1.85K | 0.3% | 60 |
|
|
2020
Q4 | $395K | Sell |
2,183
-23
| -1% | -$4.16K | 0.3% | 59 |
|
|
2020
Q3 | $273K | Sell |
2,206
-2,206
| -50% | -$273K | 0.22% | 65 |
|
|
2020
Q2 | $246K | Buy |
4,412
+2,206
| +100% | +$123K | 0.2% | 62 |
|
|
2020
Q1 | $213K | Sell |
2,206
-55
| -2% | -$5.31K | 0.21% | 64 |
|
|
2019
Q4 | $326K | Buy |
+2,261
| New | +$326K | 0.26% | 62 |
|