Saxon Interests’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 | $401K | Hold |
4,058
| – | – | 0.19% | 120 |
|
|
2025
Q1 | $401K | Buy |
4,058
+646
| +19% | +$63.8K | 0.19% | 120 |
|
|
2024
Q4 | $380K | Buy |
3,412
+93
| +3% | +$10.4K | 0.17% | 122 |
|
|
2024
Q3 | $319K | Buy |
3,319
+227
| +7% | +$21.8K | 0.15% | 133 |
|
|
2024
Q2 | $307K | Hold |
3,092
| – | – | 0.15% | 133 |
|
|
2024
Q1 | $378K | Sell |
3,092
-13
| -0.4% | -$1.59K | 0.18% | 123 |
|
|
2023
Q4 | $280K | Buy |
+3,105
| New | +$280K | 0.14% | 142 |
|
|
2023
Q3 | – | Sell |
-3,098
| Closed | -$277K | – | 82 |
|
|
2023
Q2 | $277K | Sell |
3,098
-40
| -1% | -$3.57K | 0.15% | 138 |
|
|
2023
Q1 | $314K | Sell |
3,138
-54
| -2% | -$5.41K | 0.18% | 132 |
|
|
2022
Q4 | $302K | Sell |
3,192
-32
| -1% | -$3.03K | 0.17% | 127 |
|
|
2022
Q3 | $325K | Hold |
3,224
| – | – | 0.2% | 103 |
|
|
2022
Q2 | $304K | Sell |
3,224
-452
| -12% | -$42.6K | 0.18% | 114 |
|
|
2022
Q1 | $504K | Sell |
3,676
-1,930
| -34% | -$265K | 0.27% | 80 |
|
|
2021
Q4 | $884K | Buy |
+5,606
| New | +$884K | 0.5% | 48 |
|