Procyon 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
Q2 | $1.09M | Sell |
8,777
-68,508
| -89% | -$8.5M | 0.1% | 179 |
|
|
2025
Q1 | $7.63M | Buy |
77,285
+3,316
| +4% | +$327K | 0.46% | 50 |
|
|
2024
Q4 | $8.24M | Sell |
73,969
-1,319
| -2% | -$147K | 0.52% | 40 |
|
|
2024
Q3 | $7.24M | Buy |
75,288
+74
| +0.1% | +$7.12K | 0.49% | 46 |
|
|
2024
Q2 | $7.47M | Buy |
75,214
+3,486
| +5% | +$346K | 0.55% | 45 |
|
|
2024
Q1 | $8.78M | Buy |
71,728
+15,999
| +29% | +$1.96M | 0.68% | 35 |
|
|
2023
Q4 | $5.03M | Sell |
55,729
-3,390
| -6% | -$306K | 0.43% | 53 |
|
|
2023
Q3 | $4.79M | Buy |
59,119
+29,256
| +98% | +$2.37M | 0.49% | 46 |
|
|
2023
Q2 | $2.67M | Buy |
29,863
+14,212
| +91% | +$1.27M | 0.34% | 71 |
|
|
2023
Q1 | $1.57M | Sell |
15,651
-2,672
| -15% | -$268K | 0.26% | 92 |
|
|
2022
Q4 | $1.59M | Buy |
18,323
+1,262
| +7% | +$110K | 0.29% | 79 |
|
|
2022
Q3 | $1.61M | Buy |
17,061
+3,118
| +22% | +$294K | 0.39% | 56 |
|
|
2022
Q2 | $1.32M | Sell |
13,943
-180
| -1% | -$17K | 0.29% | 80 |
|
|
2022
Q1 | $1.94M | Buy |
14,123
+1,550
| +12% | +$213K | 0.4% | 55 |
|
|
2021
Q4 | $1.95M | Sell |
12,573
-1,226
| -9% | -$190K | 0.42% | 54 |
|
|
2021
Q3 | $2.33M | Buy |
13,799
+868
| +7% | +$147K | 0.59% | 36 |
|
|
2021
Q2 | $2.27M | Buy |
12,931
+2,376
| +23% | +$418K | 0.62% | 39 |
|
|
2021
Q1 | $1.95M | Buy |
10,555
+1,320
| +14% | +$244K | 0.87% | 29 |
|
|
2020
Q4 | $1.67M | Buy |
9,235
+641
| +7% | +$116K | 0.82% | 33 |
|
|
2020
Q3 | $1.07M | Sell |
8,594
-134
| -2% | -$16.6K | 0.59% | 48 |
|
|
2020
Q2 | $973K | Sell |
8,728
-1,025
| -11% | -$114K | 0.52% | 46 |
|
|
2020
Q1 | $942K | Buy |
9,753
+1,839
| +23% | +$178K | 0.63% | 42 |
|
|
2019
Q4 | $1.15M | Buy |
+7,914
| New | +$1.15M | 0.7% | 36 |
|