SIG
Spinnaker Investment Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
2,305
-610
| -21% | -$75.6K | 0.07% | 81 |
|
|
2025
Q1 | $288K | Buy |
2,915
+248
| +9% | +$24.5K | 0.07% | 85 |
|
|
2024
Q4 | $297K | Sell |
2,667
-255
| -9% | -$28.4K | 0.07% | 79 |
|
|
2024
Q3 | $281K | Sell |
2,922
-275
| -9% | -$26.5K | 0.07% | 75 |
|
|
2024
Q2 | $317K | Sell |
3,197
-291
| -8% | -$28.9K | 0.09% | 66 |
|
|
2024
Q1 | $427K | Buy |
3,488
+25
| +0.7% | +$3.06K | 0.12% | 58 |
|
|
2023
Q4 | $313K | Sell |
3,463
-1,849
| -35% | -$167K | 0.09% | 66 |
|
|
2023
Q3 | $431K | Sell |
5,312
-68
| -1% | -$5.51K | 0.14% | 56 |
|
|
2023
Q2 | $480K | Sell |
5,380
-988
| -16% | -$88.2K | 0.16% | 53 |
|
|
2023
Q1 | $638K | Buy |
6,368
+333
| +6% | +$33.3K | 0.22% | 40 |
|
|
2022
Q4 | $524K | Buy |
6,035
+652
| +12% | +$56.6K | 0.19% | 43 |
|
|
2022
Q3 | $508K | Sell |
5,383
-10
| -0.2% | -$944 | 0.2% | 40 |
|
|
2022
Q2 | $509K | Buy |
5,393
+81
| +2% | +$7.65K | 0.21% | 38 |
|
|
2022
Q1 | $757K | Buy |
5,312
+132
| +3% | +$18.8K | 0.25% | 34 |
|
|
2021
Q4 | $777K | Buy |
+5,180
| New | +$777K | 0.27% | 35 |
|