Ridgewood Investments’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 | $691K | Sell |
5,571
-7,081
| -56% | -$878K | 0.3% | 92 |
|
|
2025
Q1 | $1.25M | Buy |
12,652
+164
| +1% | +$16.2K | 0.58% | 43 |
|
|
2024
Q4 | $1.39M | Sell |
12,488
-1,707
| -12% | -$190K | 0.67% | 33 |
|
|
2024
Q3 | $1.37M | Sell |
14,195
-93
| -0.7% | -$8.95K | 0.68% | 36 |
|
|
2024
Q2 | $1.42M | Buy |
14,288
+253
| +2% | +$25.1K | 0.71% | 32 |
|
|
2024
Q1 | $1.72M | Buy |
14,035
+211
| +2% | +$25.8K | 0.91% | 22 |
|
|
2023
Q4 | $1.25M | Sell |
13,824
-228
| -2% | -$20.6K | 0.74% | 33 |
|
|
2023
Q3 | $1.14M | Buy |
14,052
+3,516
| +33% | +$285K | 0.75% | 41 |
|
|
2023
Q2 | $941K | Buy |
10,536
+4,014
| +62% | +$358K | 0.53% | 48 |
|
|
2023
Q1 | $653K | Buy |
6,522
+1,544
| +31% | +$155K | 0.4% | 70 |
|
|
2022
Q4 | $432K | Buy |
+4,978
| New | +$432K | 0.31% | 106 |
|
|
2019
Q2 | – | Sell |
-2,741
| Closed | -$304K | – | 194 |
|
|
2019
Q1 | $304K | Sell |
2,741
-300
| -10% | -$33.3K | 0.25% | 127 |
|
|
2018
Q4 | $356K | Hold |
3,041
| – | – | 0.28% | 100 |
|
|
2018
Q3 | $356K | Buy |
3,041
+392
| +15% | +$45.9K | 0.28% | 101 |
|
|
2018
Q2 | $278K | Buy |
2,649
+391
| +17% | +$41K | 0.25% | 118 |
|
|
2018
Q1 | $227K | Buy |
+2,258
| New | +$227K | 0.21% | 131 |
|