Sittner & Nelson’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 | $1.09M | Sell |
8,826
-33
| -0.4% | -$4.09K | 0.44% | 43 |
|
|
2025
Q1 | $874K | Sell |
8,859
-15
| -0.2% | -$1.48K | 0.37% | 48 |
|
|
2024
Q4 | $988K | Sell |
8,874
-4
| -0% | -$445 | 0.43% | 44 |
|
|
2024
Q3 | $854K | Sell |
8,878
-1,897
| -18% | -$182K | 0.38% | 49 |
|
|
2024
Q2 | $1.07M | Hold |
10,775
| – | – | 0.53% | 33 |
|
|
2024
Q1 | $1.32M | Sell |
10,775
-97
| -0.9% | -$11.9K | 0.66% | 32 |
|
|
2023
Q4 | $982K | Sell |
10,872
-1,375
| -11% | -$124K | 0.52% | 38 |
|
|
2023
Q3 | $993K | Buy |
12,247
+550
| +5% | +$44.6K | 0.57% | 35 |
|
|
2023
Q2 | $1.04M | Sell |
11,697
-2,605
| -18% | -$233K | 0.57% | 36 |
|
|
2023
Q1 | $1.43M | Sell |
14,302
-868
| -6% | -$86.9K | 0.82% | 30 |
|
|
2022
Q4 | $1.32M | Buy |
15,170
+802
| +6% | +$69.7K | 0.81% | 31 |
|
|
2022
Q3 | $1.36M | Sell |
14,368
-75
| -0.5% | -$7.07K | 0.91% | 26 |
|
|
2022
Q2 | $1.36M | Buy |
14,443
+1,695
| +13% | +$160K | 0.89% | 26 |
|
|
2022
Q1 | $1.75M | Buy |
12,748
+300
| +2% | +$41.2K | 1.01% | 23 |
|
|
2021
Q4 | $1.93M | Sell |
12,448
-962
| -7% | -$149K | 1.12% | 22 |
|
|
2021
Q3 | $2.27M | Sell |
13,410
-1,953
| -13% | -$330K | 1.47% | 16 |
|
|
2021
Q2 | $2.7M | Sell |
15,363
-100
| -0.6% | -$17.6K | 1.9% | 11 |
|
|
2021
Q1 | $2.85M | Hold |
15,463
| – | – | 2.13% | 8 |
|
|
2020
Q4 | $2.8M | Buy |
+15,463
| New | +$2.8M | 2.51% | 7 |
|