Resonant Capital 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
Q2 | $3.51M | Buy |
28,194
+2,075
| +8% | +$258K | 0.22% | 84 |
|
|
2025
Q1 | $2.58M | Buy |
26,119
+113
| +0.4% | +$11.2K | 0.18% | 94 |
|
|
2024
Q4 | $2.91M | Buy |
26,006
+622
| +2% | +$69.6K | 0.21% | 87 |
|
|
2024
Q3 | $2.44M | Sell |
25,384
-1,179
| -4% | -$113K | 0.18% | 96 |
|
|
2024
Q2 | $2.64M | Buy |
26,563
+102
| +0.4% | +$10.1K | 0.21% | 86 |
|
|
2024
Q1 | $3.24M | Buy |
26,461
+4,238
| +19% | +$519K | 0.28% | 80 |
|
|
2023
Q4 | $2.01M | Buy |
22,223
+420
| +2% | +$38K | 0.19% | 101 |
|
|
2023
Q3 | $1.77M | Buy |
21,803
+18,241
| +512% | +$1.48M | 0.19% | 101 |
|
|
2023
Q2 | $318K | Sell |
3,562
-283
| -7% | -$25.3K | 0.03% | 204 |
|
|
2023
Q1 | $385K | Sell |
3,845
-1,157
| -23% | -$116K | 0.04% | 179 |
|
|
2022
Q4 | $435K | Sell |
5,002
-14,944
| -75% | -$1.3M | 0.05% | 180 |
|
|
2022
Q3 | $1.88M | Buy |
19,946
+118
| +0.6% | +$11.1K | 0.29% | 85 |
|
|
2022
Q2 | $1.87M | Buy |
19,828
+756
| +4% | +$71.4K | 0.29% | 86 |
|
|
2022
Q1 | $2.61M | Buy |
19,072
+1,913
| +11% | +$262K | 0.39% | 66 |
|
|
2021
Q4 | $2.66M | Buy |
17,159
+2,010
| +13% | +$311K | 0.4% | 60 |
|
|
2021
Q3 | $2.56M | Buy |
15,149
+1,355
| +10% | +$229K | 0.45% | 54 |
|
|
2021
Q2 | $2.43M | Buy |
13,794
+34
| +0.2% | +$5.98K | 0.47% | 46 |
|
|
2021
Q1 | $2.54M | Buy |
13,760
+833
| +6% | +$154K | 0.52% | 35 |
|
|
2020
Q4 | $2.34M | Buy |
12,927
+335
| +3% | +$60.7K | 0.55% | 34 |
|
|
2020
Q3 | $1.56M | Buy |
12,592
+98
| +0.8% | +$12.2K | 0.45% | 46 |
|
|
2020
Q2 | $1.39M | Sell |
12,494
-4,209
| -25% | -$469K | 0.4% | 55 |
|
|
2020
Q1 | $1.61M | Buy |
16,703
+2,218
| +15% | +$214K | 0.59% | 53 |
|
|
2019
Q4 | $2.1M | Buy |
+14,485
| New | +$2.1M | 0.66% | 41 |
|