Samalin Investment Counsel’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 | $286K | Sell |
2,309
-1,938
| -46% | -$240K | 0.11% | 254 |
|
|
2025
Q1 | $419K | Sell |
4,247
-264
| -6% | -$26.1K | 0.17% | 185 |
|
|
2024
Q4 | $502K | Sell |
4,511
-1,005
| -18% | -$112K | 0.22% | 148 |
|
|
2024
Q3 | $531K | Sell |
5,516
-3,667
| -40% | -$353K | 0.23% | 142 |
|
|
2024
Q2 | $912K | Sell |
9,183
-398
| -4% | -$39.5K | 0.43% | 59 |
|
|
2024
Q1 | $1.17M | Sell |
9,581
-286
| -3% | -$35K | 0.56% | 41 |
|
|
2023
Q4 | $891K | Buy |
9,867
+229
| +2% | +$20.7K | 0.45% | 59 |
|
|
2023
Q3 | $781K | Buy |
9,638
+621
| +7% | +$50.3K | 0.45% | 63 |
|
|
2023
Q2 | $805K | Sell |
9,017
-951
| -10% | -$84.9K | 0.44% | 62 |
|
|
2023
Q1 | $998K | Sell |
9,968
-274
| -3% | -$27.4K | 0.6% | 44 |
|
|
2022
Q4 | $890K | Sell |
10,242
-1,207
| -11% | -$105K | 0.56% | 50 |
|
|
2022
Q3 | $1.08M | Buy |
11,449
+4,694
| +69% | +$443K | 0.79% | 35 |
|
|
2022
Q2 | $638K | Sell |
6,755
-1,241
| -16% | -$117K | 0.45% | 63 |
|
|
2022
Q1 | $1.1M | Sell |
7,996
-1,797
| -18% | -$247K | 0.67% | 36 |
|
|
2021
Q4 | $1.52M | Buy |
9,793
+3,183
| +48% | +$493K | 0.91% | 20 |
|
|
2021
Q3 | $1.12M | Buy |
6,610
+127
| +2% | +$21.5K | 0.73% | 30 |
|
|
2021
Q2 | $1.14M | Sell |
6,483
-352
| -5% | -$61.9K | 0.74% | 28 |
|
|
2021
Q1 | $1.26M | Sell |
6,835
-445
| -6% | -$82.1K | 0.85% | 25 |
|
|
2020
Q4 | $1.32M | Sell |
7,280
-396
| -5% | -$71.7K | 0.99% | 20 |
|
|
2020
Q3 | $952K | Buy |
7,676
+224
| +3% | +$27.8K | 0.85% | 26 |
|
|
2020
Q2 | $831K | Sell |
7,452
-1,887
| -20% | -$210K | 0.87% | 25 |
|
|
2020
Q1 | $902K | Buy |
9,339
+2,985
| +47% | +$288K | 1.21% | 20 |
|
|
2019
Q4 | $919K | Buy |
+6,354
| New | +$919K | 0.77% | 27 |
|