ProVise Management Group’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 | $337K | Hold |
2,721
| – | – | 0.03% | 206 |
|
|
2025
Q1 | $269K | Buy |
2,721
+44
| +2% | +$4.34K | 0.02% | 215 |
|
|
2024
Q4 | $298K | Sell |
2,677
-2,674
| -50% | -$298K | 0.03% | 211 |
|
|
2024
Q3 | $515K | Sell |
5,351
-189
| -3% | -$18.2K | 0.04% | 186 |
|
|
2024
Q2 | $550K | Sell |
5,540
-79
| -1% | -$7.84K | 0.05% | 171 |
|
|
2024
Q1 | $688K | Buy |
5,619
+73
| +1% | +$8.93K | 0.06% | 165 |
|
|
2023
Q4 | $501K | Buy |
5,546
+379
| +7% | +$34.2K | 0.04% | 221 |
|
|
2023
Q3 | $419K | Buy |
5,167
+817
| +19% | +$66.2K | 0.04% | 239 |
|
|
2023
Q2 | $388K | Sell |
4,350
-1,856
| -30% | -$166K | 0.04% | 253 |
|
|
2023
Q1 | $621K | Sell |
6,206
-703
| -10% | -$70.4K | 0.06% | 204 |
|
|
2022
Q4 | $600K | Buy |
6,909
+190
| +3% | +$16.5K | 0.06% | 194 |
|
|
2022
Q3 | $634K | Sell |
6,719
-1,111
| -14% | -$105K | 0.07% | 186 |
|
|
2022
Q2 | $739K | Sell |
7,830
-4,504
| -37% | -$425K | 0.08% | 175 |
|
|
2022
Q1 | $1.69M | Sell |
12,334
-435
| -3% | -$59.7K | 0.16% | 137 |
|
|
2021
Q4 | $1.98M | Sell |
12,769
-1,641
| -11% | -$254K | 0.18% | 129 |
|
|
2021
Q3 | $2.44M | Sell |
14,410
-3,803
| -21% | -$643K | 0.24% | 110 |
|
|
2021
Q2 | $3.2M | Sell |
18,213
-359
| -2% | -$63.1K | 0.33% | 83 |
|
|
2021
Q1 | $3.43M | Buy |
18,572
+200
| +1% | +$36.9K | 0.37% | 83 |
|
|
2020
Q4 | $3.33M | Sell |
18,372
-1,050
| -5% | -$190K | 0.38% | 79 |
|
|
2020
Q3 | $2.41M | Buy |
19,422
+360
| +2% | +$44.7K | 0.32% | 86 |
|
|
2020
Q2 | $2.13M | Sell |
19,062
-483
| -2% | -$53.9K | 0.31% | 92 |
|
|
2020
Q1 | $1.89M | Sell |
19,545
-2,580
| -12% | -$249K | 0.32% | 93 |
|
|
2019
Q4 | $3.2M | Sell |
22,125
-61
| -0.3% | -$8.82K | 0.39% | 73 |
|
|
2019
Q3 | $2.89M | Buy |
22,186
+2,024
| +10% | +$264K | 0.38% | 77 |
|
|
2019
Q2 | $2.82M | Buy |
20,162
+302
| +2% | +$42.2K | 0.38% | 77 |
|
|
2019
Q1 | $2.21M | Buy |
19,860
+7,583
| +62% | +$842K | 0.31% | 93 |
|
|
2018
Q4 | $1.35M | Sell |
12,277
-543
| -4% | -$59.5K | 0.21% | 116 |
|
|
2018
Q3 | $1.5M | Buy |
12,820
+400
| +3% | +$46.8K | 0.2% | 124 |
|
|
2018
Q2 | $13.1K | Buy |
12,420
+2,923
| +31% | +$3.07K | 0.98% | 29 |
|
|
2018
Q1 | $954K | Buy |
9,497
+469
| +5% | +$47.1K | 0.14% | 146 |
|
|
2017
Q4 | $970K | Sell |
9,028
-2,328
| -21% | -$250K | 0.14% | 143 |
|
|
2017
Q3 | $1.12M | Buy |
11,356
+407
| +4% | +$40.1K | 0.16% | 141 |
|
|
2017
Q2 | $1.16M | Sell |
10,949
-3,026
| -22% | -$322K | 0.18% | 135 |
|
|
2017
Q1 | $1.59M | Buy |
13,975
+3,868
| +38% | +$439K | 0.25% | 108 |
|
|
2016
Q4 | $1.05M | Buy |
10,107
+862
| +9% | +$89.8K | 0.18% | 137 |
|
|
2016
Q3 | $858K | Sell |
9,245
-516
| -5% | -$47.9K | 0.15% | 154 |
|
|
2016
Q2 | $956K | Buy |
9,761
+963
| +11% | +$94.3K | 0.18% | 139 |
|
|
2016
Q1 | $874K | Sell |
8,798
-59
| -0.7% | -$5.86K | 0.18% | 134 |
|
|
2015
Q4 | $930K | Buy |
8,857
+1,101
| +14% | +$116K | 0.2% | 128 |
|
|
2015
Q3 | $793K | Buy |
7,756
+2,867
| +59% | +$293K | 0.18% | 136 |
|
|
2015
Q2 | $558K | Buy |
4,889
+887
| +22% | +$101K | 0.12% | 172 |
|
|
2015
Q1 | $419K | Sell |
4,002
-1,343
| -25% | -$141K | 0.09% | 202 |
|
|
2014
Q4 | $504K | Buy |
5,345
+1,795
| +51% | +$169K | 0.11% | 186 |
|
|
2014
Q3 | $315K | Sell |
3,550
-2,513
| -41% | -$223K | 0.07% | 247 |
|
|
2014
Q2 | $520K | Buy |
6,063
+817
| +16% | +$70.1K | 0.11% | 202 |
|
|
2014
Q1 | $420K | Buy |
5,246
+42
| +0.8% | +$3.36K | 0.1% | 202 |
|
|
2013
Q4 | $397K | Sell |
5,204
-325
| -6% | -$24.8K | 0.1% | 200 |
|
|
2013
Q3 | $357K | Sell |
5,529
-100
| -2% | -$6.46K | 0.1% | 212 |
|
|
2013
Q2 | $356K | Buy |
+5,629
| New | +$356K | 0.11% | 209 |
|