Regent Peak Wealth 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 | $281K | Sell |
2,852
-68
| -2% | -$6.71K | 0.07% | 124 |
|
|
2024
Q4 | $325K | Buy |
2,920
+126
| +5% | +$14K | 0.07% | 113 |
|
|
2024
Q3 | $269K | Sell |
2,794
-90
| -3% | -$8.66K | 0.06% | 130 |
|
|
2024
Q2 | $286K | Buy |
2,884
+83
| +3% | +$8.24K | 0.07% | 126 |
|
|
2024
Q1 | $343K | Buy |
2,801
+94
| +3% | +$11.5K | 0.09% | 109 |
|
|
2023
Q4 | $244K | Buy |
+2,707
| New | +$244K | 0.07% | 130 |
|
|
2023
Q3 | – | Sell |
-2,422
| Closed | -$216K | – | 160 |
|
|
2023
Q2 | $216K | Sell |
2,422
-269
| -10% | -$24K | 0.06% | 140 |
|
|
2023
Q1 | $269K | Sell |
2,691
-942
| -26% | -$94.3K | 0.08% | 117 |
|
|
2022
Q4 | $317K | Sell |
3,633
-218
| -6% | -$19K | 0.1% | 112 |
|
|
2022
Q3 | $363K | Buy |
3,851
+560
| +17% | +$52.8K | 0.13% | 100 |
|
|
2022
Q2 | $310K | Sell |
3,291
-1,493
| -31% | -$141K | 0.1% | 115 |
|
|
2022
Q1 | $656K | Buy |
4,784
+215
| +5% | +$29.5K | 0.19% | 70 |
|
|
2021
Q4 | $708K | Hold |
4,569
| – | – | 0.19% | 71 |
|
|
2021
Q3 | $773K | Sell |
4,569
-400
| -8% | -$67.7K | 0.22% | 69 |
|
|
2021
Q2 | $875K | Sell |
4,969
-4
| -0.1% | -$704 | 0.24% | 63 |
|
|
2021
Q1 | $917K | Buy |
4,973
+643
| +15% | +$119K | 0.3% | 56 |
|
|
2020
Q4 | $785K | Buy |
4,330
+452
| +12% | +$81.9K | 0.26% | 66 |
|
|
2020
Q3 | $481K | Buy |
3,878
+47
| +1% | +$5.83K | 0.2% | 72 |
|
|
2020
Q2 | $427K | Sell |
3,831
-220
| -5% | -$24.5K | 0.19% | 74 |
|
|
2020
Q1 | $391K | Buy |
4,051
+467
| +13% | +$45.1K | 0.22% | 74 |
|
|
2019
Q4 | $518K | Buy |
+3,584
| New | +$518K | 0.24% | 69 |
|