Sound Income Strategies’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 | $429K | Sell |
3,462
-829
| -19% | -$103K | 0.02% | 199 |
|
|
2025
Q1 | $424K | Buy |
4,291
+226
| +6% | +$22.3K | 0.03% | 195 |
|
|
2024
Q4 | $453K | Sell |
4,065
-39
| -1% | -$4.34K | 0.03% | 170 |
|
|
2024
Q3 | $395K | Sell |
4,104
-576
| -12% | -$55.4K | 0.03% | 175 |
|
|
2024
Q2 | $465K | Buy |
4,680
+192
| +4% | +$19.1K | 0.03% | 163 |
|
|
2024
Q1 | $549K | Buy |
4,488
+394
| +10% | +$48.2K | 0.04% | 147 |
|
|
2023
Q4 | $370K | Buy |
4,094
+1,719
| +72% | +$155K | 0.03% | 150 |
|
|
2023
Q3 | $192K | Buy |
2,375
+213
| +10% | +$17.3K | 0.02% | 157 |
|
|
2023
Q2 | $193K | Buy |
2,162
+124
| +6% | +$11.1K | 0.02% | 151 |
|
|
2023
Q1 | $204K | Buy |
2,038
+5
| +0.2% | +$501 | 0.02% | 147 |
|
|
2022
Q4 | $177K | Sell |
2,033
-367
| -15% | -$31.9K | 0.02% | 147 |
|
|
2022
Q3 | $226K | Buy |
2,400
+212
| +10% | +$20K | 0.03% | 131 |
|
|
2022
Q2 | $207K | Buy |
2,188
+144
| +7% | +$13.6K | 0.03% | 134 |
|
|
2022
Q1 | $280K | Buy |
2,044
+164
| +9% | +$22.5K | 0.03% | 126 |
|
|
2021
Q4 | $291K | Buy |
1,880
+94
| +5% | +$14.6K | 0.03% | 131 |
|
|
2021
Q3 | $302K | Buy |
1,786
+4
| +0.2% | +$676 | 0.04% | 124 |
|
|
2021
Q2 | $313K | Sell |
1,782
-1,501
| -46% | -$264K | 0.05% | 126 |
|
|
2021
Q1 | $606K | Buy |
3,283
+1,137
| +53% | +$210K | 0.1% | 92 |
|
|
2020
Q4 | $389K | Sell |
2,146
-1,179
| -35% | -$214K | 0.09% | 96 |
|
|
2020
Q3 | $413K | Buy |
3,325
+58
| +2% | +$7.2K | 0.11% | 74 |
|
|
2020
Q2 | $364K | Buy |
3,267
+114
| +4% | +$12.7K | 0.11% | 59 |
|
|
2020
Q1 | $305K | Buy |
3,153
+2,155
| +216% | +$208K | 0.11% | 53 |
|
|
2019
Q4 | $144K | Sell |
998
-18
| -2% | -$2.6K | 0.04% | 64 |
|
|
2019
Q3 | $132K | Buy |
1,016
+323
| +47% | +$42K | 0.04% | 70 |
|
|
2019
Q2 | $97K | Sell |
693
-100
| -13% | -$14K | 0.03% | 84 |
|
|
2019
Q1 | $88K | Buy |
793
+282
| +55% | +$31.3K | 0.04% | 92 |
|
|
2018
Q4 | $56K | Sell |
511
-176
| -26% | -$19.3K | 0.03% | 117 |
|
|
2018
Q3 | $80K | Buy |
687
+63
| +10% | +$7.34K | 0.04% | 93 |
|
|
2018
Q2 | $65K | Sell |
624
-33
| -5% | -$3.44K | 0.04% | 92 |
|
|
2018
Q1 | $66K | Buy |
657
+203
| +45% | +$20.4K | 0.04% | 91 |
|
|
2017
Q4 | $47K | Buy |
+454
| New | +$47K | 0.03% | 92 |
|