Private Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,105
| Closed | -$346K | – | 78 |
|
|
2024
Q4 | $346K | Buy |
+3,105
| New | +$346K | 0.04% | 57 |
|
|
2024
Q3 | – | Sell |
-2,073
| Closed | -$206K | – | 81 |
|
|
2024
Q2 | $206K | Sell |
2,073
-105
| -5% | -$10.4K | 0.02% | 73 |
|
|
2024
Q1 | $267K | Buy |
+2,178
| New | +$267K | 0.03% | 71 |
|
|
2021
Q2 | – | Sell |
-1,128
| Closed | -$208K | – | 100 |
|
|
2021
Q1 | $208K | Hold |
1,128
| – | – | 0.04% | 93 |
|
|
2020
Q4 | $204K | Buy |
+1,128
| New | +$204K | 0.04% | 88 |
|
|
2017
Q4 | – | Sell |
-36,693
| Closed | -$3.62M | – | 106 |
|
|
2017
Q3 | $3.62M | Hold |
36,693
| – | – | 1.23% | 30 |
|
|
2017
Q2 | $3.9M | Sell |
36,693
-157
| -0.4% | -$16.7K | 1.26% | 28 |
|
|
2017
Q1 | $4.18M | Buy |
36,850
+300
| +0.8% | +$34K | 1.36% | 27 |
|
|
2016
Q4 | $3.81M | Hold |
36,550
| – | – | 1.3% | 29 |
|
|
2016
Q3 | $3.39M | Buy |
+36,550
| New | +$3.39M | 1.21% | 31 |
|