Profit Investment 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 | $1.14M | Sell |
9,156
-335
| -4% | -$41.5K | 1.02% | 42 |
|
|
2025
Q1 | $937K | Sell |
9,491
-1,631
| -15% | -$161K | 0.87% | 47 |
|
|
2024
Q4 | $1.24M | Sell |
11,122
-486
| -4% | -$54.1K | 0.99% | 45 |
|
|
2024
Q3 | $1.12M | Buy |
11,608
+343
| +3% | +$33K | 0.88% | 50 |
|
|
2024
Q2 | $1.12M | Buy |
11,265
+2,037
| +22% | +$202K | 0.7% | 46 |
|
|
2024
Q1 | $1.13M | Hold |
9,228
| – | – | 0.64% | 48 |
|
|
2023
Q4 | $833K | Buy |
9,228
+692
| +8% | +$62.5K | 0.48% | 56 |
|
|
2023
Q3 | $692K | Sell |
8,536
-257
| -3% | -$20.8K | 0.49% | 53 |
|
|
2023
Q2 | $785K | Buy |
8,793
+1,455
| +20% | +$130K | 0.51% | 52 |
|
|
2023
Q1 | $735K | Buy |
7,338
+1,545
| +27% | +$155K | 0.49% | 52 |
|
|
2022
Q4 | $503K | Hold |
5,793
| – | – | 0.35% | 57 |
|
|
2022
Q3 | $548K | Hold |
5,793
| – | – | 0.42% | 54 |
|
|
2022
Q2 | $548K | Hold |
5,793
| – | – | 0.4% | 55 |
|
|
2022
Q1 | $794K | Buy |
5,793
+230
| +4% | +$31.5K | 0.49% | 53 |
|
|
2021
Q4 | $862K | Buy |
5,563
+1,760
| +46% | +$273K | 0.54% | 50 |
|
|
2021
Q3 | $643K | Hold |
3,803
| – | – | 0.45% | 52 |
|
|
2021
Q2 | $669K | Hold |
3,803
| – | – | 0.35% | 57 |
|
|
2021
Q1 | $701K | Buy |
3,803
+2,203
| +138% | +$406K | 0.4% | 51 |
|
|
2020
Q4 | $290K | Buy |
+1,600
| New | +$290K | 0.19% | 80 |
|
|
2015
Q2 | – | Sell |
-37,890
| Closed | -$3.97M | – | 132 |
|
|
2015
Q1 | $3.97M | Hold |
37,890
| – | – | 0.21% | 61 |
|
|
2014
Q4 | $3.57M | Sell |
37,890
-462,995
| -92% | -$43.6M | 0.18% | 71 |
|
|
2014
Q3 | $44.6M | Sell |
500,885
-60,820
| -11% | -$5.41M | 2.33% | 10 |
|
|
2014
Q2 | $48.2M | Buy |
561,705
+504,345
| +879% | +$43.2M | 2.31% | 11 |
|
|
2014
Q1 | $4.59M | Hold |
57,360
| – | – | 0.21% | 75 |
|
|
2013
Q4 | $4.38M | Buy |
57,360
+10,140
| +21% | +$775K | 0.2% | 79 |
|
|
2013
Q3 | $30.4K | Hold |
47,220
| – | – | 1.25% | 40 |
|
|
2013
Q2 | $2.98M | Buy |
+47,220
| New | +$2.98M | 0.14% | 98 |
|