Sonora Investment Management Group’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 | $11.2M | Buy |
90,467
+356
| +0.4% | +$44.1K | 0.83% | 41 |
|
|
2025
Q1 | $8.89M | Buy |
90,111
+4,420
| +5% | +$436K | 0.7% | 49 |
|
|
2024
Q4 | $9.54M | Buy |
85,691
+1,852
| +2% | +$206K | 0.73% | 47 |
|
|
2024
Q3 | $8.06M | Buy |
83,839
+7,833
| +10% | +$753K | 0.6% | 59 |
|
|
2024
Q2 | $9.3M | Hold |
76,006
| – | – | 0.73% | 53 |
|
|
2024
Q1 | $9.3M | Buy |
76,006
+6,509
| +9% | +$796K | 0.73% | 53 |
|
|
2023
Q4 | $6.27M | Buy |
69,497
+2,766
| +4% | +$250K | 0.51% | 69 |
|
|
2023
Q3 | $5.41M | Buy |
66,731
+2,375
| +4% | +$192K | 0.46% | 77 |
|
|
2023
Q2 | $5.75M | Buy |
64,356
+5,226
| +9% | +$467K | 0.48% | 73 |
|
|
2023
Q1 | $5.92M | Buy |
59,130
+1,013
| +2% | +$101K | 0.52% | 74 |
|
|
2022
Q4 | $5.05M | Buy |
58,117
+6,370
| +12% | +$553K | 0.46% | 78 |
|
|
2022
Q3 | $4.89M | Hold |
51,747
| – | – | 0.63% | 60 |
|
|
2022
Q2 | $4.89M | Sell |
51,747
-1,095
| -2% | -$103K | 0.46% | 79 |
|
|
2022
Q1 | $7.25M | Buy |
52,842
+5,451
| +12% | +$748K | 0.82% | 47 |
|
|
2021
Q4 | $7.34M | Buy |
+47,391
| New | +$7.34M | 0.85% | 46 |
|