Poehling Capital Management’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 | $6.61M | Buy |
53,264
+1,105
| +2% | +$137K | 1.54% | 17 |
|
|
2025
Q1 | $5.15M | Sell |
52,159
-233
| -0.4% | -$23K | 1.3% | 21 |
|
|
2024
Q4 | $5.83M | Sell |
52,392
-9
| -0% | -$1K | 1.44% | 19 |
|
|
2024
Q3 | $5.04M | Buy |
52,401
+1,654
| +3% | +$159K | 1.29% | 22 |
|
|
2024
Q2 | $5.04M | Sell |
50,747
-865
| -2% | -$85.9K | 1.38% | 21 |
|
|
2024
Q1 | $6.32M | Buy |
51,612
+537
| +1% | +$65.7K | 1.69% | 17 |
|
|
2023
Q4 | $4.61M | Buy |
51,075
+2,611
| +5% | +$236K | 1.46% | 20 |
|
|
2023
Q3 | $3.93M | Buy |
48,464
+10,557
| +28% | +$856K | 1.37% | 24 |
|
|
2023
Q2 | $3.38M | Sell |
37,907
-2,793
| -7% | -$249K | 1.14% | 29 |
|
|
2023
Q1 | $4.08M | Buy |
40,700
+19,192
| +89% | +$1.92M | 1.37% | 25 |
|
|
2022
Q4 | $1.87M | Buy |
21,508
+10,214
| +90% | +$887K | 0.7% | 47 |
|
|
2022
Q3 | $1.07M | Buy |
11,294
+6,545
| +138% | +$617K | 0.45% | 60 |
|
|
2022
Q2 | $448K | Hold |
4,749
| – | – | 0.17% | 76 |
|
|
2022
Q1 | $651K | Buy |
4,749
+227
| +5% | +$31.1K | 0.2% | 86 |
|
|
2021
Q4 | $700K | Hold |
4,522
| – | – | 0.23% | 82 |
|
|
2021
Q3 | $765K | Sell |
4,522
-300
| -6% | -$50.8K | 0.26% | 83 |
|
|
2021
Q2 | $848K | Sell |
4,822
-6,365
| -57% | -$1.12M | 0.27% | 88 |
|
|
2021
Q1 | $2.06M | Sell |
11,187
-345
| -3% | -$63.7K | 0.72% | 53 |
|
|
2020
Q4 | $2.09M | Buy |
11,532
+133
| +1% | +$24.1K | 0.83% | 45 |
|
|
2020
Q3 | $1.41M | Sell |
11,399
-441
| -4% | -$54.7K | 0.73% | 51 |
|
|
2020
Q2 | $1.32M | Sell |
11,840
-428
| -3% | -$47.7K | 0.71% | 51 |
|
|
2020
Q1 | $1.19M | Buy |
12,268
+6,963
| +131% | +$673K | 0.87% | 37 |
|
|
2019
Q4 | $767K | Sell |
5,305
-143
| -3% | -$20.7K | 0.5% | 53 |
|
|
2019
Q3 | $710K | Sell |
5,448
-605
| -10% | -$78.8K | 0.52% | 54 |
|
|
2019
Q2 | $845K | Buy |
6,053
+602
| +11% | +$84K | 0.57% | 57 |
|
|
2019
Q1 | $605K | Buy |
5,451
+15
| +0.3% | +$1.67K | 0.44% | 61 |
|
|
2018
Q4 | $596K | Buy |
5,436
+1,205
| +28% | +$132K | 0.57% | 52 |
|
|
2018
Q3 | $495K | Buy |
4,231
+4,035
| +2,059% | +$472K | 0.35% | 70 |
|
|
2018
Q2 | $21K | Hold |
196
| – | – | 0.02% | 192 |
|
|
2018
Q1 | $20K | Buy |
196
+95
| +94% | +$9.69K | 0.02% | 190 |
|
|
2017
Q4 | $11K | Buy |
+101
| New | +$11K | 0.01% | 213 |
|