Safeguard Investment Advisory 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 | $713K | Sell |
5,749
-2,843
| -33% | -$353K | 0.18% | 60 |
|
|
2025
Q1 | $848K | Buy |
8,592
+4,678
| +120% | +$462K | 0.23% | 48 |
|
|
2024
Q4 | $436K | Sell |
3,914
-1,133
| -22% | -$126K | 0.12% | 64 |
|
|
2024
Q3 | $486K | Sell |
5,047
-43
| -0.8% | -$4.14K | 0.14% | 57 |
|
|
2024
Q2 | $505K | Buy |
5,090
+143
| +3% | +$14.2K | 0.16% | 56 |
|
|
2024
Q1 | $605K | Sell |
4,947
-115
| -2% | -$14.1K | 0.21% | 49 |
|
|
2023
Q4 | $457K | Sell |
5,062
-19
| -0.4% | -$1.72K | 0.17% | 55 |
|
|
2023
Q3 | $412K | Buy |
5,081
+143
| +3% | +$11.6K | 0.18% | 57 |
|
|
2023
Q2 | $441K | Buy |
4,938
+271
| +6% | +$24.2K | 0.19% | 56 |
|
|
2023
Q1 | $467K | Buy |
4,667
+467
| +11% | +$46.8K | 0.22% | 53 |
|
|
2022
Q4 | $365K | Buy |
4,200
+4
| +0.1% | +$348 | 0.22% | 60 |
|
|
2022
Q3 | $395K | Buy |
4,196
+212
| +5% | +$20K | 0.27% | 51 |
|
|
2022
Q2 | $546K | Hold |
3,984
| – | – | 0.34% | 49 |
|
|
2022
Q1 | $546K | Buy |
3,984
+249
| +7% | +$34.1K | 0.37% | 43 |
|
|
2021
Q4 | $578K | Sell |
3,735
-1
| -0% | -$155 | 0.34% | 45 |
|
|
2021
Q3 | $632K | Sell |
3,736
-4,312
| -54% | -$729K | 0.41% | 41 |
|
|
2021
Q2 | $1.41M | Buy |
8,048
+5,633
| +233% | +$990K | 1.01% | 20 |
|
|
2021
Q1 | $445K | Sell |
2,415
-35
| -1% | -$6.45K | 0.4% | 46 |
|
|
2020
Q4 | $444K | Buy |
+2,450
| New | +$444K | 0.39% | 49 |
|