SimplyRich’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 | $1.31M | Sell |
10,567
-43
| -0.4% | -$5.33K | 0.37% | 71 |
|
|
2025
Q1 | $1.05M | Sell |
10,610
-1,146
| -10% | -$113K | 0.3% | 78 |
|
|
2024
Q4 | $1.31M | Sell |
11,756
-54
| -0.5% | -$6.01K | 0.37% | 68 |
|
|
2024
Q3 | $1.14M | Sell |
11,810
-38
| -0.3% | -$3.66K | 0.32% | 77 |
|
|
2024
Q2 | $1.18M | Sell |
11,848
-125
| -1% | -$12.4K | 0.37% | 67 |
|
|
2024
Q1 | $1.47M | Sell |
11,973
-24
| -0.2% | -$2.94K | 0.47% | 52 |
|
|
2023
Q4 | $1.08M | Sell |
11,997
-9
| -0.1% | -$812 | 0.37% | 69 |
|
|
2023
Q3 | $973K | Hold |
12,006
| – | – | 0.47% | 64 |
|
|
2023
Q2 | $1.07M | Hold |
12,006
| – | – | 0.38% | 67 |
|
|
2023
Q1 | $1.2M | Hold |
12,006
| – | – | 0.45% | 58 |
|
|
2022
Q4 | $1.04M | Hold |
12,006
| – | – | 0.42% | 62 |
|
|
2022
Q3 | $1.13M | Sell |
12,006
-7
| -0.1% | -$660 | 0.51% | 50 |
|
|
2022
Q2 | $1.13M | Sell |
12,013
-124
| -1% | -$11.7K | 0.47% | 53 |
|
|
2022
Q1 | $1.66M | Sell |
12,137
-283
| -2% | -$38.8K | 0.58% | 42 |
|
|
2021
Q4 | $1.92M | Buy |
12,420
+10
| +0.1% | +$1.55K | 0.64% | 35 |
|
|
2021
Q3 | $2.1M | Hold |
12,410
| – | – | 0.76% | 27 |
|
|
2021
Q2 | $2.18M | Hold |
12,410
| – | – | 1% | 21 |
|
|
2021
Q1 | $2.29M | Buy |
12,410
+50
| +0.4% | +$9.23K | 0.91% | 23 |
|
|
2020
Q4 | $2.24M | Hold |
12,360
| – | – | 1% | 21 |
|
|
2020
Q3 | $1.53M | Hold |
12,360
| – | – | 0.77% | 34 |
|
|
2020
Q2 | $1.38M | Hold |
12,360
| – | – | 0.76% | 35 |
|
|
2020
Q1 | $1.23M | Sell |
12,360
-485
| -4% | -$48.4K | 0.82% | 36 |
|
|
2019
Q4 | $1.85M | Hold |
12,845
| – | – | 0.93% | 25 |
|
|
2019
Q3 | $1.67M | Hold |
12,845
| – | – | 0.91% | 25 |
|
|
2019
Q2 | $1.79M | Sell |
12,845
-3
| -0% | -$419 | 0.99% | 23 |
|
|
2019
Q1 | $1.43M | Buy |
12,848
+850
| +7% | +$94.4K | 1.16% | 26 |
|
|
2018
Q4 | $1.29M | Hold |
11,998
| – | – | 1.18% | 28 |
|
|
2018
Q3 | $1.4M | Sell |
11,998
-200
| -2% | -$23.4K | 0.77% | 38 |
|
|
2018
Q2 | $1.28M | Hold |
12,198
| – | – | 0.73% | 38 |
|
|
2018
Q1 | $1.23M | Hold |
12,198
| – | – | 0.68% | 43 |
|
|
2017
Q4 | $1.31M | Buy |
+12,198
| New | +$1.31M | 0.73% | 38 |
|