Semmax Financial Advisors’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 | $1.78M | Sell |
15,841
-85
| -0.5% | -$9.56K | 0.46% | 70 |
|
|
2025
Q1 | $1.69M | Sell |
15,926
-238
| -1% | -$25.2K | 0.46% | 77 |
|
|
2024
Q4 | $1.77M | Sell |
16,164
-93
| -0.6% | -$10.2K | 0.47% | 73 |
|
|
2024
Q3 | $1.64M | Buy |
16,257
+1,797
| +12% | +$181K | 0.45% | 75 |
|
|
2024
Q2 | $1.24M | Buy |
14,460
+2,759
| +24% | +$236K | 0.37% | 77 |
|
|
2024
Q1 | $1.24M | Sell |
11,701
-258
| -2% | -$27.3K | 0.41% | 70 |
|
|
2023
Q4 | $1.32M | Buy |
11,959
+855
| +8% | +$94.4K | 0.48% | 66 |
|
|
2023
Q3 | $993K | Buy |
+11,104
| New | +$993K | 0.4% | 63 |
|
|
2022
Q4 | $705K | Buy |
7,055
+3,346
| +90% | +$334K | 0.28% | 64 |
|
|
2022
Q3 | $373K | Buy |
3,709
+2,487
| +204% | +$250K | 0.16% | 73 |
|
|
2022
Q2 | $137K | Sell |
1,222
-127
| -9% | -$14.2K | 0.06% | 95 |
|
|
2022
Q1 | $185K | Sell |
1,349
-122
| -8% | -$16.7K | 0.07% | 103 |
|
|
2021
Q4 | $228K | Sell |
1,471
-353
| -19% | -$54.7K | 0.08% | 103 |
|
|
2021
Q3 | $309K | Sell |
1,824
-185
| -9% | -$31.3K | 0.11% | 98 |
|
|
2021
Q2 | $353K | Buy |
2,009
+219
| +12% | +$38.5K | 0.11% | 100 |
|
|
2021
Q1 | $330K | Buy |
1,790
+301
| +20% | +$55.5K | 0.12% | 96 |
|
|
2020
Q4 | $270K | Sell |
1,489
-156
| -9% | -$28.3K | 0.11% | 98 |
|
|
2020
Q3 | $204K | Buy |
1,645
+109
| +7% | +$13.5K | 0.1% | 90 |
|
|
2020
Q2 | $171K | Buy |
1,536
+198
| +15% | +$22K | 0.09% | 90 |
|
|
2020
Q1 | $129K | Buy |
1,338
+185
| +16% | +$17.8K | 0.08% | 94 |
|
|
2019
Q4 | $167K | Buy |
1,153
+131
| +13% | +$19K | 0.09% | 90 |
|
|
2019
Q3 | $133K | Buy |
1,022
+174
| +21% | +$22.6K | 0.08% | 87 |
|
|
2019
Q2 | $118K | Buy |
848
+575
| +211% | +$80K | 0.08% | 93 |
|
|
2019
Q1 | $30K | Buy |
273
+65
| +31% | +$7.14K | 0.02% | 225 |
|
|
2018
Q4 | $23K | Buy |
+208
| New | +$23K | 0.02% | 261 |
|