Proficio Capital Partners’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 | $2.22M | Buy |
17,918
+880
| +5% | +$109K | 0.14% | 94 |
|
|
2025
Q1 | $1.67M | Buy |
17,038
+223
| +1% | +$21.9K | 0.13% | 90 |
|
|
2024
Q4 | $1.87M | Buy |
16,815
+2,016
| +14% | +$224K | 0.15% | 76 |
|
|
2024
Q3 | $1.42M | Sell |
14,799
-1,826
| -11% | -$176K | 0.14% | 79 |
|
|
2024
Q2 | $1.65M | Sell |
16,625
-315
| -2% | -$31.3K | 0.17% | 75 |
|
|
2024
Q1 | $2.07M | Sell |
16,940
-689
| -4% | -$84.3K | 0.23% | 69 |
|
|
2023
Q4 | $1.59M | Buy |
17,629
+1,836
| +12% | +$166K | 0.2% | 66 |
|
|
2023
Q3 | $1.28M | Sell |
15,793
-812
| -5% | -$65.8K | 0.17% | 71 |
|
|
2023
Q2 | $1.48M | Sell |
16,605
-1,858
| -10% | -$166K | 0.2% | 65 |
|
|
2023
Q1 | $1.85M | Sell |
18,463
-396
| -2% | -$39.7K | 0.29% | 53 |
|
|
2022
Q4 | $1.58M | Buy |
18,859
+419
| +2% | +$35K | 0.3% | 51 |
|
|
2022
Q3 | $1.74M | Sell |
18,440
-818
| -4% | -$77.2K | 0.32% | 50 |
|
|
2022
Q2 | $1.82M | Sell |
19,258
-755
| -4% | -$71.3K | 0.34% | 49 |
|
|
2022
Q1 | $2.75M | Sell |
20,013
-466
| -2% | -$63.9K | 0.41% | 45 |
|
|
2021
Q4 | $3.17M | Buy |
20,479
+1,127
| +6% | +$175K | 0.44% | 48 |
|
|
2021
Q3 | $3.27M | Sell |
19,352
-109
| -0.6% | -$18.4K | 0.43% | 50 |
|
|
2021
Q2 | $3.42M | Sell |
19,461
-72
| -0.4% | -$12.7K | 0.42% | 49 |
|
|
2021
Q1 | $3.6M | Buy |
19,533
+3,681
| +23% | +$679K | 0.47% | 44 |
|
|
2020
Q4 | $2.87M | Sell |
15,852
-225
| -1% | -$40.8K | 0.45% | 41 |
|
|
2020
Q3 | $1.94M | Buy |
16,077
+405
| +3% | +$48.9K | 0.34% | 44 |
|
|
2020
Q2 | $1.75M | Buy |
15,672
+458
| +3% | +$51.1K | 0.36% | 43 |
|
|
2020
Q1 | $1.55M | Buy |
15,214
+1,003
| +7% | +$102K | 0.39% | 46 |
|
|
2019
Q4 | $2.06M | Buy |
14,211
+82
| +0.6% | +$11.9K | 0.59% | 35 |
|
|
2019
Q3 | $1.84M | Sell |
14,129
-836
| -6% | -$109K | 0.69% | 33 |
|
|
2019
Q2 | $2.09M | Buy |
14,965
+605
| +4% | +$84.5K | 0.71% | 31 |
|
|
2019
Q1 | $1.59M | Buy |
14,360
+877
| +7% | +$97.3K | 0.57% | 38 |
|
|
2018
Q4 | $1.48M | Buy |
13,483
+332
| +3% | +$36.4K | 0.66% | 33 |
|
|
2018
Q3 | $1.54M | Sell |
13,151
-53
| -0.4% | -$6.2K | 0.51% | 33 |
|
|
2018
Q2 | $1.38M | Sell |
13,204
-7
| -0.1% | -$734 | 0.57% | 37 |
|
|
2018
Q1 | $1.33M | Buy |
13,211
+355
| +3% | +$35.7K | 0.39% | 43 |
|
|
2017
Q4 | $1.38M | Sell |
12,856
-226
| -2% | -$24.3K | 0.44% | 38 |
|
|
2017
Q3 | $1.29M | Buy |
13,082
+675
| +5% | +$66.5K | 0.52% | 40 |
|
|
2017
Q2 | $1.35M | Sell |
12,407
-508
| -4% | -$55.2K | 0.56% | 39 |
|
|
2017
Q1 | $1.39M | Buy |
12,915
+1,151
| +10% | +$124K | 0.61% | 44 |
|
|
2016
Q4 | $1.23M | Buy |
11,764
+92
| +0.8% | +$9.59K | 0.52% | 41 |
|
|
2016
Q3 | $1.08M | Sell |
11,672
-4
| -0% | -$371 | 0.63% | 46 |
|
|
2016
Q2 | $1.12M | Buy |
11,676
+452
| +4% | +$43.4K | 0.7% | 42 |
|
|
2016
Q1 | $1.12M | Sell |
11,224
-112
| -1% | -$11.1K | 0.93% | 31 |
|
|
2015
Q4 | $1.19M | Buy |
+11,336
| New | +$1.19M | 1.17% | 24 |
|