Salomon & Ludwin’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 | $460K | Buy |
3,739
+105
| +3% | +$12.9K | 0.05% | 111 |
|
|
2025
Q1 | $359K | Hold |
3,634
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $405K | Sell |
3,634
-115
| -3% | -$12.8K | 0.04% | 106 |
|
|
2024
Q3 | $361K | Buy |
3,749
+81
| +2% | +$7.79K | 0.04% | 121 |
|
|
2024
Q2 | $364K | Sell |
3,668
-864
| -19% | -$85.8K | 0.04% | 120 |
|
|
2024
Q1 | $555K | Sell |
4,532
-194
| -4% | -$23.7K | 0.05% | 117 |
|
|
2023
Q4 | $383K | Hold |
4,726
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $383K | Sell |
4,726
-121
| -2% | -$9.81K | 0.04% | 128 |
|
|
2023
Q2 | $433K | Sell |
4,847
-49
| -1% | -$4.38K | 0.05% | 122 |
|
|
2023
Q1 | $490K | Sell |
4,896
-89
| -2% | -$8.91K | 0.06% | 109 |
|
|
2022
Q4 | $433K | Buy |
4,985
+2,192
| +78% | +$190K | 0.05% | 116 |
|
|
2022
Q3 | $263K | Buy |
2,793
+92
| +3% | +$8.66K | 0.04% | 122 |
|
|
2022
Q2 | $255K | Buy |
2,701
+36
| +1% | +$3.4K | 0.04% | 115 |
|
|
2022
Q1 | $366K | Buy |
2,665
+209
| +9% | +$28.7K | 0.05% | 80 |
|
|
2021
Q4 | $380K | Buy |
2,456
+399
| +19% | +$61.7K | 0.05% | 69 |
|
|
2021
Q3 | $348K | Buy |
2,057
+419
| +26% | +$70.9K | 0.05% | 65 |
|
|
2021
Q2 | $288K | Buy |
+1,638
| New | +$288K | 0.05% | 68 |
|
|
2020
Q2 | – | Sell |
-707
| Closed | -$68K | – | 106 |
|
|
2020
Q1 | $68K | Hold |
707
| – | – | 0.02% | 79 |
|
|
2019
Q4 | $102K | Sell |
707
-11
| -2% | -$1.59K | 0.02% | 74 |
|
|
2019
Q3 | $94K | Buy |
718
+246
| +52% | +$32.2K | 0.02% | 67 |
|
|
2019
Q2 | $66K | Sell |
472
-67
| -12% | -$9.37K | 0.01% | 74 |
|
|
2019
Q1 | $60K | Buy |
539
+128
| +31% | +$14.2K | 0.01% | 80 |
|
|
2018
Q4 | $45K | Buy |
+411
| New | +$45K | 0.01% | 87 |
|