RBA Wealth 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 | $401K | Sell |
3,231
-188
| -5% | -$23.3K | 0.15% | 71 |
|
|
2025
Q1 | $337K | Sell |
3,419
-90
| -3% | -$8.88K | 0.13% | 74 |
|
|
2024
Q4 | $391K | Sell |
3,509
-237
| -6% | -$26.4K | 0.15% | 67 |
|
|
2024
Q3 | $360K | Buy |
3,746
+81
| +2% | +$7.79K | 0.14% | 70 |
|
|
2024
Q2 | $364K | Sell |
3,665
-90
| -2% | -$8.94K | 0.15% | 69 |
|
|
2024
Q1 | $459K | Buy |
3,755
+1
| +0% | +$122 | 0.19% | 64 |
|
|
2023
Q4 | $339K | Sell |
3,754
-181
| -5% | -$16.3K | 0.15% | 67 |
|
|
2023
Q3 | $319K | Buy |
3,935
+90
| +2% | +$7.3K | 0.15% | 69 |
|
|
2023
Q2 | $343K | Hold |
3,845
| – | – | 0.16% | 67 |
|
|
2023
Q1 | $385K | Sell |
3,845
-10
| -0.3% | -$1K | 0.19% | 67 |
|
|
2022
Q4 | $335K | Sell |
3,855
-11
| -0.3% | -$956 | 0.18% | 71 |
|
|
2022
Q3 | $365K | Sell |
3,866
-19
| -0.5% | -$1.79K | 0.21% | 65 |
|
|
2022
Q2 | $367K | Buy |
3,885
+317
| +9% | +$29.9K | 0.2% | 67 |
|
|
2022
Q1 | $489K | Buy |
3,568
+2
| +0.1% | +$274 | 0.24% | 66 |
|
|
2021
Q4 | $552K | Buy |
+3,566
| New | +$552K | 0.26% | 70 |
|
|
2021
Q2 | – | Sell |
-3,785
| Closed | -$698K | – | 91 |
|
|
2021
Q1 | $698K | Sell |
3,785
-181
| -5% | -$33.4K | 0.59% | 44 |
|
|
2020
Q4 | $719K | Sell |
3,966
-18
| -0.5% | -$3.26K | 0.43% | 63 |
|
|
2020
Q3 | $494K | Sell |
3,984
-15,845
| -80% | -$1.96M | 0.33% | 75 |
|
|
2020
Q2 | $2.21M | Sell |
19,829
-171
| -0.9% | -$19.1K | 1.61% | 22 |
|
|
2020
Q1 | $1.93M | Sell |
20,000
-1,143
| -5% | -$110K | 1.67% | 24 |
|
|
2019
Q4 | $3.05M | Sell |
21,143
-165
| -0.8% | -$23.8K | 2.08% | 17 |
|
|
2019
Q3 | $2.78M | Sell |
21,308
-2,753
| -11% | -$359K | 2.12% | 15 |
|
|
2019
Q2 | $3.36M | Sell |
24,061
-1,057
| -4% | -$148K | 2.59% | 4 |
|
|
2019
Q1 | $2.94M | Buy |
+25,118
| New | +$2.94M | 2.29% | 10 |
|