Pinnacle Holdings’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 | $1.11M | Buy |
8,954
+803
| +10% | +$99.6K | 0.4% | 93 |
|
2025
Q1 | $805K | Sell |
8,151
-404
| -5% | -$39.9K | 0.31% | 113 |
|
2024
Q4 | $953K | Sell |
8,555
-693
| -7% | -$77.2K | 0.36% | 100 |
|
2024
Q3 | $890K | Sell |
9,248
-63
| -0.7% | -$6.06K | 0.35% | 102 |
|
2024
Q2 | $924K | Sell |
9,311
-150
| -2% | -$14.9K | 0.38% | 97 |
|
2024
Q1 | $1.16M | Sell |
9,461
-785
| -8% | -$96K | 0.47% | 78 |
|
2023
Q4 | $925K | Sell |
10,246
-97
| -0.9% | -$8.76K | 0.38% | 99 |
|
2023
Q3 | $838K | Sell |
10,343
-1,020
| -9% | -$82.7K | 0.39% | 91 |
|
2023
Q2 | $1.01M | Sell |
11,363
-71
| -0.6% | -$6.34K | 0.45% | 83 |
|
2023
Q1 | $1.14M | Sell |
11,434
-8
| -0.1% | -$801 | 0.53% | 71 |
|
2022
Q4 | $994K | Sell |
11,442
-1,618
| -12% | -$141K | 0.44% | 83 |
|
2022
Q3 | $1.23M | Buy |
13,060
+128
| +1% | +$12.1K | 0.58% | 64 |
|
2022
Q2 | $1.22M | Sell |
12,932
-134
| -1% | -$12.6K | 0.56% | 61 |
|
2022
Q1 | $1.79M | Buy |
13,066
+1,055
| +9% | +$145K | 0.7% | 50 |
|
2021
Q4 | $1.86M | Buy |
12,011
+28
| +0.2% | +$4.34K | 0.78% | 41 |
|
2021
Q3 | $2.03M | Sell |
11,983
-367
| -3% | -$62.1K | 0.89% | 32 |
|
2021
Q2 | $2.17M | Sell |
12,350
-53
| -0.4% | -$9.32K | 1% | 28 |
|
2021
Q1 | $2.29M | Sell |
12,403
-28
| -0.2% | -$5.17K | 1.06% | 23 |
|
2020
Q4 | $2.25M | Sell |
12,431
-330
| -3% | -$59.8K | 1.19% | 17 |
|
2020
Q3 | $1.58M | Sell |
12,761
-8,179
| -39% | -$1.01M | 0.92% | 37 |
|
2020
Q2 | $2.33M | Buy |
20,940
+87
| +0.4% | +$9.7K | 1.11% | 24 |
|
2020
Q1 | $2.01M | Buy |
20,853
+1,310
| +7% | +$127K | 1.16% | 24 |
|
2019
Q4 | $2.83M | Buy |
19,543
+174
| +0.9% | +$25.2K | 1.06% | 27 |
|
2019
Q3 | $2.52M | Sell |
19,369
-80
| -0.4% | -$10.4K | 0.95% | 38 |
|
2019
Q2 | $2.72M | Sell |
19,449
-135
| -0.7% | -$18.9K | 1.01% | 35 |
|
2019
Q1 | $2.17M | Sell |
19,584
-19
| -0.1% | -$2.11K | 0.81% | 45 |
|
2018
Q4 | $2.15M | Buy |
19,603
+57
| +0.3% | +$6.25K | 0.89% | 39 |
|
2018
Q3 | $2.29M | Sell |
19,546
-69
| -0.4% | -$8.07K | 0.79% | 47 |
|
2018
Q2 | $2.06M | Sell |
19,615
-386
| -2% | -$40.5K | 0.72% | 49 |
|
2018
Q1 | $2.01M | Buy |
20,001
+2,907
| +17% | +$292K | 0.75% | 49 |
|
2017
Q4 | $1.84M | Sell |
17,094
-2
| -0% | -$215 | 0.67% | 59 |
|
2017
Q3 | $1.69M | Buy |
17,096
+1,147
| +7% | +$113K | 0.62% | 61 |
|
2017
Q2 | $1.69M | Buy |
15,949
+1,585
| +11% | +$168K | 0.66% | 56 |
|
2017
Q1 | $1.63M | Sell |
14,364
-165
| -1% | -$18.7K | 0.63% | 57 |
|
2016
Q4 | $1.51M | Sell |
14,529
-969
| -6% | -$101K | 0.59% | 64 |
|
2016
Q3 | $1.44M | Sell |
15,498
-118
| -0.8% | -$11K | 0.57% | 64 |
|
2016
Q2 | $1.53M | Buy |
15,616
+8
| +0.1% | +$783 | 0.65% | 55 |
|
2016
Q1 | $1.55M | Sell |
15,608
-98
| -0.6% | -$9.73K | 0.74% | 50 |
|
2015
Q4 | $1.65M | Sell |
15,706
-291
| -2% | -$30.6K | 0.77% | 42 |
|
2015
Q3 | $1.63M | Buy |
15,997
+287
| +2% | +$29.3K | 0.7% | 50 |
|
2015
Q2 | $1.79M | Sell |
15,710
-296
| -2% | -$33.8K | 0.65% | 49 |
|
2015
Q1 | $1.68M | Sell |
16,006
-351
| -2% | -$36.8K | 0.61% | 56 |
|
2014
Q4 | $1.54M | Sell |
16,357
-522
| -3% | -$49.2K | 0.51% | 60 |
|
2014
Q3 | $1.5M | Buy |
16,879
+2,950
| +21% | +$263K | 0.39% | 65 |
|
2014
Q2 | $1.19M | Sell |
13,929
-281
| -2% | -$24.1K | 0.29% | 80 |
|
2014
Q1 | $1.14M | Buy |
14,210
+917
| +7% | +$73.4K | 0.32% | 80 |
|
2013
Q4 | $1.02M | Sell |
13,293
-818
| -6% | -$62.5K | 0.3% | 80 |
|
2013
Q3 | $910K | Sell |
14,111
-632
| -4% | -$40.8K | 0.29% | 85 |
|
2013
Q2 | $931K | Buy |
+14,743
| New | +$931K | 0.29% | 81 |
|