Regatta Capital 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 | $4.26M | Buy |
34,340
+851
| +3% | +$106K | 0.73% | 27 |
|
|
2025
Q1 | $3.31M | Sell |
33,489
-4,106
| -11% | -$405K | 0.64% | 28 |
|
|
2024
Q4 | $4.19M | Buy |
37,595
+1,427
| +4% | +$159K | 0.81% | 24 |
|
|
2024
Q3 | $3.48M | Sell |
36,168
-508
| -1% | -$48.9K | 0.68% | 27 |
|
|
2024
Q2 | $3.64M | Buy |
36,676
+2,262
| +7% | +$225K | 0.78% | 23 |
|
|
2024
Q1 | $4.21M | Buy |
34,414
+921
| +3% | +$113K | 0.95% | 20 |
|
|
2023
Q4 | $3.02M | Buy |
33,493
+232
| +0.7% | +$20.9K | 0.8% | 28 |
|
|
2023
Q3 | $2.7M | Buy |
33,261
+2,298
| +7% | +$186K | 0.86% | 22 |
|
|
2023
Q2 | $2.76M | Buy |
30,963
+1,359
| +5% | +$121K | 0.88% | 19 |
|
|
2023
Q1 | $2.57M | Hold |
29,604
| – | – | 0.92% | 22 |
|
|
2022
Q4 | $2.57M | Sell |
29,604
-2,442
| -8% | -$212K | 0.92% | 22 |
|
|
2022
Q3 | $3.03M | Buy |
32,046
+2,802
| +10% | +$264K | 1.24% | 17 |
|
|
2022
Q2 | $2.76M | Sell |
29,244
-2,677
| -8% | -$253K | 1.32% | 15 |
|
|
2022
Q1 | $4.38M | Sell |
31,921
-786
| -2% | -$108K | 1.51% | 14 |
|
|
2021
Q4 | $5.07M | Buy |
+32,707
| New | +$5.07M | 1.77% | 11 |
|