Pinnacle Wealth Planning Services’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 | $707K | Buy |
5,703
+333
| +6% | +$41.3K | 0.09% | 134 |
|
|
2025
Q1 | $530K | Buy |
5,370
+351
| +7% | +$34.6K | 0.08% | 158 |
|
|
2024
Q4 | $559K | Sell |
5,019
-1,516
| -23% | -$169K | 0.08% | 143 |
|
|
2024
Q3 | $629K | Sell |
6,535
-22
| -0.3% | -$2.12K | 0.09% | 157 |
|
|
2024
Q2 | $651K | Sell |
6,557
-862
| -12% | -$85.6K | 0.09% | 138 |
|
|
2024
Q1 | $908K | Buy |
7,419
+77
| +1% | +$9.42K | 0.13% | 107 |
|
|
2023
Q4 | $663K | Buy |
7,342
+1,632
| +29% | +$147K | 0.1% | 130 |
|
|
2023
Q3 | $463K | Sell |
5,710
-1,630
| -22% | -$132K | 0.08% | 175 |
|
|
2023
Q2 | $655K | Sell |
7,340
-1,394
| -16% | -$124K | 0.11% | 125 |
|
|
2023
Q1 | $875K | Buy |
8,734
+681
| +8% | +$68.2K | 0.15% | 105 |
|
|
2022
Q4 | $700K | Sell |
8,053
-5,055
| -39% | -$439K | 0.12% | 113 |
|
|
2022
Q3 | $1.24M | Buy |
13,108
+1,043
| +9% | +$98.4K | 0.23% | 66 |
|
|
2022
Q2 | $1.14M | Sell |
12,065
-261
| -2% | -$24.6K | 0.2% | 73 |
|
|
2022
Q1 | $1.69M | Buy |
12,326
+882
| +8% | +$121K | 0.31% | 59 |
|
|
2021
Q4 | $1.77M | Buy |
11,444
+418
| +4% | +$64.8K | 0.35% | 56 |
|
|
2021
Q3 | $1.87M | Buy |
11,026
+480
| +5% | +$81.2K | 0.41% | 50 |
|
|
2021
Q2 | $1.85M | Buy |
10,546
+253
| +2% | +$44.5K | 0.43% | 48 |
|
|
2021
Q1 | $1.9M | Buy |
10,293
+364
| +4% | +$67.2K | 0.49% | 43 |
|
|
2020
Q4 | $1.8M | Buy |
9,929
+147
| +2% | +$26.6K | 0.43% | 37 |
|
|
2020
Q3 | $1.21M | Sell |
9,782
-437
| -4% | -$54.2K | 0.4% | 47 |
|
|
2020
Q2 | $1.14M | Buy |
10,219
+3,693
| +57% | +$412K | 0.37% | 49 |
|
|
2020
Q1 | $630K | Sell |
6,526
-904
| -12% | -$87.3K | 0.3% | 68 |
|
|
2019
Q4 | $1.07M | Buy |
7,430
+149
| +2% | +$21.5K | 0.51% | 38 |
|
|
2019
Q3 | $948K | Buy |
7,281
+1,937
| +36% | +$252K | 0.52% | 36 |
|
|
2019
Q2 | $746K | Buy |
5,344
+1,035
| +24% | +$144K | 0.45% | 42 |
|
|
2019
Q1 | $479K | Sell |
4,309
-51
| -1% | -$5.67K | 0.32% | 61 |
|
|
2018
Q4 | $478K | Buy |
4,360
+75
| +2% | +$8.22K | 0.31% | 67 |
|
|
2018
Q3 | $502K | Buy |
4,285
+31
| +0.7% | +$3.63K | 0.46% | 70 |
|
|
2018
Q2 | $445K | Sell |
4,254
-329
| -7% | -$34.4K | 0.43% | 75 |
|
|
2018
Q1 | $460K | Buy |
4,583
+2,619
| +133% | +$263K | 0.47% | 69 |
|
|
2017
Q4 | $211K | Buy |
+1,964
| New | +$211K | 0.43% | 54 |
|