Smith Salley Wealth Management’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 | $233K | Buy |
+1,879
| New | +$233K | 0.01% | 241 |
|
|
2025
Q1 | – | Sell |
-2,002
| Closed | -$223K | – | 251 |
|
|
2024
Q4 | $223K | Sell |
2,002
-382
| -16% | -$42.5K | 0.01% | 231 |
|
|
2024
Q3 | $229K | Buy |
+2,384
| New | +$229K | 0.02% | 227 |
|
|
2024
Q2 | – | Sell |
-1,774
| Closed | -$217K | – | 226 |
|
|
2024
Q1 | $217K | Buy |
+1,774
| New | +$217K | 0.02% | 218 |
|
|
2023
Q3 | – | Sell |
-2,408
| Closed | -$215K | – | 231 |
|
|
2023
Q2 | $215K | Sell |
2,408
-111,283
| -98% | -$9.94M | 0.02% | 219 |
|
|
2023
Q1 | $11.4M | Buy |
113,691
+4,233
| +4% | +$424K | 0.91% | 38 |
|
|
2022
Q4 | $9.51M | Sell |
109,458
-8,503
| -7% | -$739K | 0.81% | 41 |
|
|
2022
Q3 | $11.1M | Buy |
117,961
+4,541
| +4% | +$428K | 1.04% | 34 |
|
|
2022
Q2 | $10.7M | Sell |
113,420
-2,297
| -2% | -$217K | 0.93% | 38 |
|
|
2022
Q1 | $15.9M | Buy |
115,717
+2,605
| +2% | +$357K | 1.2% | 32 |
|
|
2021
Q4 | $17.5M | Buy |
113,112
+430
| +0.4% | +$66.6K | 1.24% | 25 |
|
|
2021
Q3 | $19.1M | Buy |
112,682
+1,040
| +0.9% | +$176K | 1.5% | 19 |
|
|
2021
Q2 | $19.6M | Buy |
111,642
+2,889
| +3% | +$508K | 1.59% | 18 |
|
|
2021
Q1 | $20.1M | Buy |
108,753
+6,086
| +6% | +$1.12M | 1.8% | 14 |
|
|
2020
Q4 | $18.6M | Buy |
102,667
+22,288
| +28% | +$4.04M | 1.88% | 14 |
|
|
2020
Q3 | $9.97M | Buy |
80,379
+477
| +0.6% | +$59.2K | 1.21% | 32 |
|
|
2020
Q2 | $8.91M | Buy |
79,902
+2,401
| +3% | +$268K | 1.19% | 33 |
|
|
2020
Q1 | $7.49M | Buy |
77,501
+1,113
| +1% | +$108K | 1.25% | 30 |
|
|
2019
Q4 | $11M | Buy |
76,388
+1,484
| +2% | +$215K | 1.46% | 24 |
|
|
2019
Q3 | $9.76M | Buy |
74,904
+2,932
| +4% | +$382K | 1.39% | 27 |
|
|
2019
Q2 | $10.1M | Buy |
71,972
+3,951
| +6% | +$552K | 1.52% | 23 |
|
|
2019
Q1 | $7.55M | Buy |
68,021
+3,599
| +6% | +$400K | 1.22% | 33 |
|
|
2018
Q4 | $7.06M | Buy |
64,422
+15,864
| +33% | +$1.74M | 1.3% | 27 |
|
|
2018
Q3 | $5.68M | Buy |
48,558
+1,271
| +3% | +$149K | 0.9% | 42 |
|
|
2018
Q2 | $4.96M | Buy |
47,287
+1,418
| +3% | +$149K | 0.85% | 44 |
|
|
2018
Q1 | $4.61M | Buy |
45,869
+820
| +2% | +$82.4K | 0.83% | 45 |
|
|
2017
Q4 | $4.84M | Buy |
45,049
+775
| +2% | +$83.3K | 0.87% | 41 |
|
|
2017
Q3 | $4.36M | Buy |
44,274
+679
| +2% | +$66.9K | 0.84% | 43 |
|
|
2017
Q2 | $4.63M | Sell |
43,595
-18,433
| -30% | -$1.96M | 0.93% | 39 |
|
|
2017
Q1 | $7.03M | Sell |
62,028
-34,826
| -36% | -$3.95M | 1.44% | 20 |
|
|
2016
Q4 | $10.1M | Buy |
96,854
+908
| +0.9% | +$94.6K | 2.1% | 8 |
|
|
2016
Q3 | $8.91M | Sell |
95,946
-889
| -0.9% | -$82.5K | 1.98% | 11 |
|
|
2016
Q2 | $9.47M | Buy |
96,835
+3,996
| +4% | +$391K | 2.21% | 7 |
|
|
2016
Q1 | $9.22M | Buy |
92,839
+4,949
| +6% | +$491K | 2.31% | 6 |
|
|
2015
Q4 | $9.24M | Buy |
87,890
+1,122
| +1% | +$118K | 2.3% | 6 |
|
|
2015
Q3 | $8.87M | Buy |
86,768
+4,746
| +6% | +$485K | 2.39% | 5 |
|
|
2015
Q2 | $9.36M | Buy |
82,022
+2,871
| +4% | +$328K | 2.38% | 5 |
|
|
2015
Q1 | $8.3M | Buy |
79,151
+9,602
| +14% | +$1.01M | 2.12% | 6 |
|
|
2014
Q4 | $6.55M | Buy |
69,549
+5,252
| +8% | +$495K | 1.7% | 14 |
|
|
2014
Q3 | $5.73M | Buy |
64,297
+6,682
| +12% | +$595K | 1.52% | 16 |
|
|
2014
Q2 | $4.94M | Buy |
57,615
+8,851
| +18% | +$759K | 1.32% | 21 |
|
|
2014
Q1 | $3.91M | Buy |
48,764
+66
| +0.1% | +$5.29K | 2.44% | 6 |
|
|
2013
Q4 | $3.72M | Buy |
48,698
+211
| +0.4% | +$16.1K | 2.43% | 10 |
|
|
2013
Q3 | $3.13M | Buy |
48,487
+1,041
| +2% | +$67.1K | 2.52% | 11 |
|
|
2013
Q2 | $3M | Buy |
+47,446
| New | +$3M | 2.41% | 12 |
|