Sivia Capital Partners’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 | $678K | Buy |
5,470
+1,322
| +32% | +$164K | 0.2% | 77 |
|
|
2025
Q1 | $409K | Buy |
4,148
+73
| +2% | +$7.21K | 0.19% | 102 |
|
|
2024
Q4 | $454K | Buy |
4,075
+334
| +9% | +$37.2K | 0.23% | 65 |
|
|
2024
Q3 | $360K | Buy |
3,741
+83
| +2% | +$7.98K | 0.21% | 97 |
|
|
2024
Q2 | $363K | Buy |
3,658
+285
| +8% | +$28.3K | 0.24% | 74 |
|
|
2024
Q1 | $413K | Sell |
3,373
-390
| -10% | -$47.7K | 0.28% | 63 |
|
|
2023
Q4 | $340K | Buy |
+3,763
| New | +$340K | 0.26% | 73 |
|