Phoenix 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 | $8.3M | Sell |
66,674
-21,242
| -24% | -$2.65M | 0.11% | 101 |
|
|
2025
Q1 | $8.68M | Sell |
87,916
-9,208
| -9% | -$909K | 0.13% | 103 |
|
|
2024
Q4 | $10.9M | Buy |
97,124
+5,009
| +5% | +$560K | 0.15% | 90 |
|
|
2024
Q3 | $8.86M | Buy |
92,115
+8,955
| +11% | +$862K | 0.13% | 96 |
|
|
2024
Q2 | $8.29M | Sell |
83,160
-37,610
| -31% | -$3.75M | 0.13% | 94 |
|
|
2024
Q1 | $14.8M | Buy |
120,770
+36,618
| +44% | +$4.48M | 0.2% | 70 |
|
|
2023
Q4 | $8.22M | Sell |
84,152
-3,006
| -3% | -$294K | 0.14% | 79 |
|
|
2023
Q3 | $7.05M | Buy |
87,158
+2,470
| +3% | +$200K | 0.13% | 79 |
|
|
2023
Q2 | $7.55M | Buy |
84,688
+30,322
| +56% | +$2.7M | 0.15% | 66 |
|
|
2023
Q1 | $5.42M | Buy |
54,366
+15,132
| +39% | +$1.51M | 0.12% | 81 |
|
|
2022
Q4 | $3.41M | Buy |
39,234
+24,800
| +172% | +$2.16M | 0.07% | 101 |
|
|
2022
Q3 | $1.41M | Sell |
14,434
-405,513
| -97% | -$39.5M | 0.03% | 169 |
|
|
2022
Q2 | $39.6M | Sell |
419,947
-8,866
| -2% | -$837K | 0.81% | 43 |
|
|
2022
Q1 | $58.8M | Buy |
428,813
+22,582
| +6% | +$3.1M | 0.99% | 32 |
|
|
2021
Q4 | $62.9M | Buy |
406,231
+149,869
| +58% | +$23.2M | 1.04% | 29 |
|
|
2021
Q3 | $43.4M | Buy |
256,362
+16,101
| +7% | +$2.73M | 0.75% | 46 |
|
|
2021
Q2 | $42.2M | Sell |
240,261
-4,063
| -2% | -$714K | 0.8% | 48 |
|
|
2021
Q1 | $45.1M | Buy |
244,324
+19,594
| +9% | +$3.62M | 1.02% | 26 |
|
|
2020
Q4 | $40.7M | Sell |
224,730
-28,062
| -11% | -$5.08M | 1.09% | 22 |
|
|
2020
Q3 | $29.6M | Sell |
252,792
-170
| -0.1% | -$19.9K | 1.24% | 21 |
|
|
2020
Q2 | $26.8M | Buy |
252,962
+141,431
| +127% | +$15M | 1.14% | 25 |
|
|
2020
Q1 | $10.5M | Buy |
111,531
+103,346
| +1,263% | +$9.75M | 0.53% | 63 |
|
|
2019
Q4 | $1.18M | Sell |
8,185
-1,382
| -14% | -$199K | 0.05% | 152 |
|
|
2019
Q3 | $1.19M | Buy |
+9,567
| New | +$1.19M | 0.06% | 145 |
|