Realta Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,991
| Closed | -$332K | – | 328 |
|
|
2024
Q4 | $332K | Sell |
2,991
-757
| -20% | -$84.2K | 0.14% | 133 |
|
|
2024
Q3 | $356K | Sell |
3,748
-8,574
| -70% | -$814K | 0.16% | 129 |
|
|
2024
Q2 | $1.22M | Sell |
12,322
-1,084
| -8% | -$108K | 0.24% | 102 |
|
|
2024
Q1 | $1.64M | Buy |
13,406
+1,429
| +12% | +$175K | 0.34% | 65 |
|
|
2023
Q4 | $1.08M | Sell |
11,977
-7,942
| -40% | -$717K | 0.24% | 103 |
|
|
2023
Q3 | $1.78M | Sell |
19,919
-654
| -3% | -$58.4K | 0.41% | 48 |
|
|
2023
Q2 | $1.84M | Sell |
20,573
-857
| -4% | -$76.5K | 0.4% | 48 |
|
|
2023
Q1 | $2.15M | Sell |
21,430
-658
| -3% | -$65.9K | 0.52% | 36 |
|
|
2022
Q4 | $1.92M | Sell |
22,088
-173
| -0.8% | -$15K | 0.47% | 45 |
|
|
2022
Q3 | $2.1M | Sell |
22,261
-1,591
| -7% | -$150K | 0.55% | 31 |
|
|
2022
Q2 | $2.29M | Sell |
23,852
-3,669
| -13% | -$353K | 0.56% | 30 |
|
|
2022
Q1 | $3.78M | Buy |
27,521
+1,999
| +8% | +$274K | 0.75% | 19 |
|
|
2021
Q4 | $3.95M | Sell |
25,522
-1,850
| -7% | -$287K | 0.87% | 15 |
|
|
2021
Q3 | $4.63M | Buy |
27,372
+1,390
| +5% | +$235K | 1.09% | 15 |
|
|
2021
Q2 | $4.57M | Sell |
25,982
-170
| -0.7% | -$29.9K | 1.08% | 13 |
|
|
2021
Q1 | $4.83M | Buy |
26,152
+2,223
| +9% | +$410K | 1.27% | 8 |
|
|
2020
Q4 | $4.34M | Sell |
23,929
-4,628
| -16% | -$839K | 1.23% | 11 |
|
|
2020
Q3 | $3.54M | Sell |
28,557
-8,277
| -22% | -$1.03M | 1.19% | 11 |
|
|
2020
Q2 | $4.11M | Buy |
36,834
+9,717
| +36% | +$1.08M | 1.35% | 7 |
|
|
2020
Q1 | $2.62M | Buy |
27,117
+4,512
| +20% | +$436K | 1.13% | 12 |
|
|
2019
Q4 | $3.43M | Buy |
22,605
+1,132
| +5% | +$172K | 0.94% | 12 |
|
|
2019
Q3 | $2.81M | Sell |
21,473
-2,342
| -10% | -$306K | 0.76% | 20 |
|
|
2019
Q2 | $3.32M | Buy |
23,815
+6,029
| +34% | +$842K | 0.92% | 13 |
|
|
2019
Q1 | $1.98M | Buy |
+17,786
| New | +$1.98M | 0.9% | 7 |
|