Prospera Financial Services’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 | $5.96M | Buy |
48,039
+447
| +0.9% | +$55.5K | 0.11% | 199 |
|
|
2025
Q1 | $4.7M | Buy |
47,592
+3,047
| +7% | +$301K | 0.11% | 209 |
|
|
2024
Q4 | $4.97M | Sell |
44,545
-1,625
| -4% | -$181K | 0.12% | 196 |
|
|
2024
Q3 | $4.44M | Buy |
46,170
+467
| +1% | +$44.9K | 0.11% | 199 |
|
|
2024
Q2 | $4.54M | Sell |
45,703
-537
| -1% | -$53.3K | 0.13% | 178 |
|
|
2024
Q1 | $5.66M | Sell |
46,240
-1,037
| -2% | -$127K | 0.17% | 128 |
|
|
2023
Q4 | $4.27M | Buy |
47,277
+1,480
| +3% | +$134K | 0.14% | 159 |
|
|
2023
Q3 | $3.71M | Buy |
45,797
+3,812
| +9% | +$309K | 0.14% | 161 |
|
|
2023
Q2 | $3.75M | Buy |
41,985
+9,108
| +28% | +$813K | 0.14% | 164 |
|
|
2023
Q1 | $3.29M | Buy |
32,877
+1,707
| +5% | +$171K | 0.14% | 187 |
|
|
2022
Q4 | $2.71M | Sell |
31,170
-2,578
| -8% | -$224K | 0.14% | 175 |
|
|
2022
Q3 | $3.19M | Sell |
33,748
-79
| -0.2% | -$7.46K | 0.17% | 150 |
|
|
2022
Q2 | $3.19M | Sell |
33,827
-6,629
| -16% | -$626K | 0.16% | 159 |
|
|
2022
Q1 | $5.55M | Buy |
40,456
+8,184
| +25% | +$1.12M | 0.23% | 95 |
|
|
2021
Q4 | $5M | Sell |
32,272
-8,004
| -20% | -$1.24M | 0.22% | 102 |
|
|
2021
Q3 | $6.82M | Buy |
40,276
+17,654
| +78% | +$2.99M | 0.34% | 53 |
|
|
2021
Q2 | $3.98M | Buy |
22,622
+1,349
| +6% | +$237K | 0.2% | 121 |
|
|
2021
Q1 | $3.93M | Buy |
21,273
+3,069
| +17% | +$567K | 0.23% | 99 |
|
|
2020
Q4 | $3.3M | Buy |
18,204
+17,926
| +6,448% | +$3.25M | 0.23% | 98 |
|
|
2020
Q3 | $34K | Sell |
278
-21,141
| -99% | -$2.59M | 0.01% | 744 |
|
|
2020
Q2 | $2.39M | Sell |
21,419
-1,262
| -6% | -$141K | 0.21% | 118 |
|
|
2020
Q1 | $2.19M | Buy |
22,681
+1,971
| +10% | +$190K | 0.23% | 105 |
|
|
2019
Q4 | $3M | Buy |
20,710
+7,172
| +53% | +$1.04M | 0.23% | 95 |
|
|
2019
Q3 | $1.76M | Sell |
13,538
-12,083
| -47% | -$1.57M | 0.18% | 113 |
|
|
2019
Q2 | $3.62M | Buy |
25,621
+11,237
| +78% | +$1.59M | 0.41% | 41 |
|
|
2019
Q1 | $1.65M | Buy |
14,384
+6,067
| +73% | +$696K | 0.54% | 53 |
|
|
2018
Q4 | $912K | Sell |
8,317
-2,604
| -24% | -$286K | 0.18% | 123 |
|
|
2018
Q3 | $1.19M | Sell |
10,921
-1,564
| -13% | -$171K | 0.22% | 107 |
|
|
2018
Q2 | $1.31M | Sell |
12,485
-567
| -4% | -$59.5K | 0.18% | 115 |
|
|
2018
Q1 | $1.31M | Buy |
13,052
+3,626
| +38% | +$365K | 0.18% | 116 |
|
|
2017
Q4 | $1.03M | Sell |
9,426
-2,527
| -21% | -$276K | 0.16% | 123 |
|
|
2017
Q3 | $1.19M | Buy |
11,953
+685
| +6% | +$68K | 0.18% | 114 |
|
|
2017
Q2 | $1.18M | Buy |
11,268
+883
| +9% | +$92.2K | 0.19% | 111 |
|
|
2017
Q1 | $1.18M | Buy |
10,385
+570
| +6% | +$64.5K | 0.21% | 96 |
|
|
2016
Q4 | $1.04M | Buy |
9,815
+1,264
| +15% | +$134K | 0.2% | 98 |
|
|
2016
Q3 | $794K | Buy |
8,551
+1,378
| +19% | +$128K | 0.16% | 119 |
|
|
2016
Q2 | $702K | Sell |
7,173
-2,103
| -23% | -$206K | 0.15% | 126 |
|
|
2016
Q1 | $945K | Sell |
9,276
-3,192
| -26% | -$325K | 0.21% | 84 |
|
|
2015
Q4 | $1.31M | Buy |
12,468
+2,549
| +26% | +$268K | 0.29% | 53 |
|
|
2015
Q3 | $876K | Buy |
9,919
+3,252
| +49% | +$287K | 0.22% | 68 |
|
|
2015
Q2 | $607K | Buy |
6,667
+1,358
| +26% | +$124K | 0.14% | 111 |
|
|
2015
Q1 | $431K | Buy |
5,309
+1,101
| +26% | +$89.4K | 0.1% | 157 |
|
|
2014
Q4 | $396K | Sell |
4,208
-268
| -6% | -$25.2K | 0.1% | 164 |
|
|
2014
Q3 | $292K | Buy |
4,476
+1,233
| +38% | +$80.4K | 0.08% | 206 |
|
|
2014
Q2 | $278K | Buy |
+3,243
| New | +$278K | 0.08% | 201 |
|
|
2014
Q1 | – | Sell |
-3,103
| Closed | -$237K | – | 261 |
|
|
2013
Q4 | $237K | Buy |
+3,103
| New | +$237K | 0.08% | 201 |
|