Soltis Investment 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 | $917K | Buy |
7,394
+152
| +2% | +$18.9K | 0.07% | 184 |
|
|
2025
Q1 | $715K | Buy |
7,242
+642
| +10% | +$63.4K | 0.06% | 199 |
|
|
2024
Q4 | $735K | Buy |
6,600
+229
| +4% | +$25.5K | 0.07% | 195 |
|
|
2024
Q3 | $613K | Buy |
6,371
+334
| +6% | +$32.1K | 0.06% | 209 |
|
|
2024
Q2 | $599K | Sell |
6,037
-1,198
| -17% | -$119K | 0.06% | 192 |
|
|
2024
Q1 | $885K | Buy |
7,235
+494
| +7% | +$60.4K | 0.1% | 155 |
|
|
2023
Q4 | $609K | Buy |
6,741
+6
| +0.1% | +$542 | 0.07% | 170 |
|
|
2023
Q3 | $546K | Sell |
6,735
-166
| -2% | -$13.5K | 0.07% | 166 |
|
|
2023
Q2 | $616K | Buy |
6,901
+48
| +0.7% | +$4.29K | 0.07% | 155 |
|
|
2023
Q1 | $686K | Sell |
6,853
-595
| -8% | -$59.6K | 0.09% | 148 |
|
|
2022
Q4 | $647K | Buy |
7,448
+61
| +0.8% | +$5.3K | 0.09% | 146 |
|
|
2022
Q3 | $697K | Buy |
7,387
+276
| +4% | +$26K | 0.1% | 142 |
|
|
2022
Q2 | $671K | Sell |
7,111
-192
| -3% | -$18.1K | 0.1% | 146 |
|
|
2022
Q1 | $1M | Sell |
7,303
-538
| -7% | -$73.8K | 0.14% | 128 |
|
|
2021
Q4 | $1.21M | Buy |
7,841
+756
| +11% | +$117K | 0.17% | 120 |
|
|
2021
Q3 | $1.2M | Buy |
7,085
+182
| +3% | +$30.8K | 0.19% | 111 |
|
|
2021
Q2 | $1.21M | Sell |
6,903
-258
| -4% | -$45.3K | 0.19% | 102 |
|
|
2021
Q1 | $1.32M | Sell |
7,161
-1,417
| -17% | -$261K | 0.24% | 85 |
|
|
2020
Q4 | $1.55M | Sell |
8,578
-7,093
| -45% | -$1.28M | 0.29% | 66 |
|
|
2020
Q3 | $1.94M | Buy |
15,671
+1,111
| +8% | +$138K | 0.46% | 41 |
|
|
2020
Q2 | $1.62M | Buy |
14,560
+8,470
| +139% | +$945K | 0.42% | 43 |
|
|
2020
Q1 | $588K | Buy |
6,090
+2,710
| +80% | +$262K | 0.18% | 68 |
|
|
2019
Q4 | $489K | Buy |
+3,380
| New | +$489K | 0.09% | 89 |
|