Progressive 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 | $342K | Hold |
2,757
| – | – | 0.09% | 47 |
|
|
2025
Q1 | $272K | Hold |
2,757
| – | – | 0.08% | 50 |
|
|
2024
Q4 | $307K | Hold |
2,757
| – | – | 0.08% | 49 |
|
|
2024
Q3 | $265K | Hold |
2,757
| – | – | 0.07% | 49 |
|
|
2024
Q2 | $274K | Hold |
2,757
| – | – | 0.07% | 49 |
|
|
2024
Q1 | $337K | Hold |
2,757
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $249K | Sell |
2,757
-64
| -2% | -$5.78K | 0.07% | 48 |
|
|
2023
Q3 | $229K | Buy |
2,821
+64
| +2% | +$5.19K | 0.07% | 48 |
|
|
2023
Q2 | $246K | Sell |
2,757
-10
| -0.4% | -$893 | 0.08% | 46 |
|
|
2023
Q1 | $277K | Buy |
2,767
+10
| +0.4% | +$1K | 0.09% | 47 |
|
|
2022
Q4 | $240K | Hold |
2,757
| – | – | 0.09% | 47 |
|
|
2022
Q3 | $260K | Hold |
2,757
| – | – | 0.11% | 43 |
|
|
2022
Q2 | $260K | Hold |
2,757
| – | – | 0.1% | 44 |
|
|
2022
Q1 | $378K | Sell |
2,757
-450
| -14% | -$61.7K | 0.12% | 40 |
|
|
2021
Q4 | $497K | Hold |
3,207
| – | – | 0.14% | 37 |
|
|
2021
Q3 | $543K | Buy |
3,207
+450
| +16% | +$76.2K | 0.16% | 35 |
|
|
2021
Q2 | $485K | Hold |
2,757
| – | – | 0.15% | 34 |
|
|
2021
Q1 | $509K | Buy |
+2,757
| New | +$509K | 0.18% | 34 |
|