Sowell Financial Services’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 | $6.57M | Sell |
52,974
-4,131
| -7% | -$512K | 0.27% | 76 |
|
|
2025
Q1 | $5.64M | Buy |
57,105
+3,325
| +6% | +$328K | 0.26% | 85 |
|
|
2024
Q4 | $5.99M | Sell |
53,780
-6,829
| -11% | -$760K | 0.31% | 72 |
|
|
2024
Q3 | $5.83M | Buy |
60,609
+2,210
| +4% | +$213K | 0.27% | 93 |
|
|
2024
Q2 | $5.8M | Sell |
58,399
-8,254
| -12% | -$819K | 0.28% | 83 |
|
|
2024
Q1 | $8.16M | Buy |
66,653
+13,475
| +25% | +$1.65M | 0.38% | 62 |
|
|
2023
Q4 | $4.82M | Sell |
53,178
-4,232
| -7% | -$383K | 0.26% | 100 |
|
|
2023
Q3 | $4.65M | Buy |
57,410
+1,307
| +2% | +$106K | 0.29% | 89 |
|
|
2023
Q2 | $5.01M | Buy |
56,103
+16,506
| +42% | +$1.47M | 0.28% | 88 |
|
|
2023
Q1 | $3.97M | Sell |
39,597
-16,222
| -29% | -$1.62M | 0.31% | 73 |
|
|
2022
Q4 | $4.85M | Buy |
55,819
+8,496
| +18% | +$738K | 0.31% | 77 |
|
|
2022
Q3 | $4.46M | Sell |
47,323
-5,953
| -11% | -$562K | 0.45% | 55 |
|
|
2022
Q2 | $5.03M | Buy |
53,276
+36,614
| +220% | +$3.46M | 0.46% | 50 |
|
|
2022
Q1 | $2.08M | Sell |
16,662
-30,159
| -64% | -$3.76M | 0.36% | 52 |
|
|
2021
Q4 | $7.25M | Buy |
46,821
+23,127
| +98% | +$3.58M | 0.42% | 51 |
|
|
2021
Q3 | $4.01M | Sell |
23,694
-3,399
| -13% | -$575K | 0.27% | 92 |
|
|
2021
Q2 | $4.76M | Sell |
27,093
-5,030
| -16% | -$884K | 0.32% | 80 |
|
|
2021
Q1 | $5.84M | Buy |
32,123
+1,771
| +6% | +$322K | 0.2% | 105 |
|
|
2020
Q4 | $5.5M | Sell |
30,352
-5,436
| -15% | -$985K | 0.23% | 90 |
|
|
2020
Q3 | $4.44M | Sell |
35,788
-3,098
| -8% | -$384K | 0.22% | 101 |
|
|
2020
Q2 | $4.34M | Sell |
38,886
-588
| -1% | -$65.6K | 0.24% | 96 |
|
|
2020
Q1 | $3.81M | Buy |
39,474
+11,645
| +42% | +$1.12M | 0.28% | 90 |
|
|
2019
Q4 | $4.03M | Buy |
27,829
+5,923
| +27% | +$857K | 0.31% | 66 |
|
|
2019
Q3 | $2.86M | Buy |
+21,906
| New | +$2.86M | 0.24% | 93 |
|
|
2019
Q1 | $2.26M | Buy |
20,347
+2,219
| +12% | +$246K | 0.25% | 91 |
|
|
2018
Q4 | $1.99M | Buy |
18,128
+4,611
| +34% | +$506K | 0.28% | 78 |
|
|
2018
Q3 | $1.58M | Buy |
13,517
+2,590
| +24% | +$303K | 0.23% | 81 |
|
|
2018
Q2 | $1.23M | Buy |
10,927
+504
| +5% | +$56.5K | 0.26% | 91 |
|
|
2018
Q1 | $1.04M | Sell |
10,423
-666
| -6% | -$66.3K | 0.26% | 92 |
|
|
2017
Q4 | $1.22M | Buy |
11,089
+2,746
| +33% | +$303K | 0.3% | 85 |
|
|
2017
Q3 | $826K | Buy |
8,343
+1,881
| +29% | +$186K | 0.22% | 98 |
|
|
2017
Q2 | $691K | Buy |
6,462
+499
| +8% | +$53.4K | 0.2% | 106 |
|
|
2017
Q1 | $642K | Buy |
5,963
+2,437
| +69% | +$262K | 0.19% | 122 |
|
|
2016
Q4 | $389K | Buy |
+3,526
| New | +$389K | 0.13% | 137 |
|