Planning Directions’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 | – | Sell |
-3,305
| Closed | -$326K | – | 89 |
|
|
2025
Q1 | $326K | Buy |
+3,305
| New | +$326K | 0.14% | 91 |
|
|
2023
Q1 | – | Sell |
-2,354
| Closed | -$204K | – | 73 |
|
|
2022
Q4 | $204K | Sell |
2,354
-50
| -2% | -$4.33K | 0.16% | 69 |
|
|
2022
Q3 | $227K | Sell |
2,404
-167
| -6% | -$15.8K | 0.18% | 58 |
|
|
2022
Q2 | $243K | Sell |
2,571
-676
| -21% | -$63.9K | 0.19% | 58 |
|
|
2022
Q1 | $445K | Buy |
3,247
+154
| +5% | +$21.1K | 0.31% | 43 |
|
|
2021
Q4 | $479K | Sell |
3,093
-125
| -4% | -$19.4K | 0.32% | 42 |
|
|
2021
Q3 | $544K | Hold |
3,218
| – | – | 0.4% | 39 |
|
|
2021
Q2 | $566K | Buy |
3,218
+147
| +5% | +$25.9K | 0.41% | 36 |
|
|
2021
Q1 | $567K | Sell |
3,071
-75
| -2% | -$13.8K | 0.45% | 35 |
|
|
2020
Q4 | $570K | Hold |
3,146
| – | – | 0.46% | 33 |
|
|
2020
Q3 | $390K | Buy |
3,146
+59
| +2% | +$7.31K | 0.34% | 40 |
|
|
2020
Q2 | $344K | Sell |
3,087
-6,780
| -69% | -$756K | 0.32% | 42 |
|
|
2020
Q1 | $953K | Buy |
9,867
+7,759
| +368% | +$749K | 1.34% | 22 |
|
|
2019
Q4 | $305K | Buy |
2,108
+237
| +13% | +$34.3K | 0.28% | 41 |
|
|
2019
Q3 | $244K | Sell |
1,871
-169
| -8% | -$22K | 0.23% | 47 |
|
|
2019
Q2 | $285K | Buy |
+2,040
| New | +$285K | 0.29% | 45 |
|