Spirit of America Management Corp’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 | $1.8M | Hold |
14,500
| – | – | 0.38% | 74 |
|
2025
Q1 | $1.43M | Sell |
14,500
-6,400
| -31% | -$632K | 0.29% | 84 |
|
2024
Q4 | $2.33M | Hold |
20,900
| – | – | 0.47% | 53 |
|
2024
Q3 | $2.01M | Buy |
20,900
+300
| +1% | +$28.9K | 0.4% | 63 |
|
2024
Q2 | $2.05M | Hold |
20,600
| – | – | 0.42% | 63 |
|
2024
Q1 | $2.52M | Hold |
20,600
| – | – | 0.51% | 54 |
|
2023
Q4 | $1.86M | Buy |
20,600
+200
| +1% | +$18.1K | 0.41% | 60 |
|
2023
Q3 | $1.65M | Buy |
20,400
+1,450
| +8% | +$118K | 0.37% | 59 |
|
2023
Q2 | $1.69M | Hold |
18,950
| – | – | 0.38% | 64 |
|
2023
Q1 | $1.9M | Sell |
18,950
-1,000
| -5% | -$100K | 0.42% | 60 |
|
2022
Q4 | $1.73M | Hold |
19,950
| – | – | 0.39% | 70 |
|
2022
Q3 | $1.88M | Hold |
19,950
| – | – | 0.45% | 63 |
|
2022
Q2 | $1.88M | Buy |
19,950
+1,000
| +5% | +$94.4K | 0.43% | 66 |
|
2022
Q1 | $2.6M | Hold |
18,950
| – | – | 0.51% | 60 |
|
2021
Q4 | $2.94M | Hold |
18,950
| – | – | 0.59% | 51 |
|
2021
Q3 | $3.21M | Buy |
18,950
+1,150
| +6% | +$195K | 0.69% | 40 |
|
2021
Q2 | $3.13M | Buy |
17,800
+300
| +2% | +$52.7K | 0.67% | 40 |
|
2021
Q1 | $3.23M | Buy |
17,500
+900
| +5% | +$166K | 0.76% | 38 |
|
2020
Q4 | $3.01M | Sell |
16,600
-1,100
| -6% | -$199K | 0.75% | 40 |
|
2020
Q3 | $2.2M | Sell |
17,700
-750
| -4% | -$93.1K | 0.6% | 50 |
|
2020
Q2 | $2.06M | Hold |
18,450
| – | – | 0.53% | 45 |
|
2020
Q1 | $1.78M | Buy |
18,450
+700
| +4% | +$67.6K | 0.57% | 43 |
|
2019
Q4 | $2.57M | Buy |
17,750
+1,600
| +10% | +$231K | 0.45% | 53 |
|
2019
Q3 | $2.11M | Buy |
16,150
+1,500
| +10% | +$196K | 0.34% | 67 |
|
2019
Q2 | $2.05M | Buy |
14,650
+450
| +3% | +$62.8K | 0.31% | 73 |
|
2019
Q1 | $1.58M | Buy |
14,200
+1,200
| +9% | +$133K | 0.23% | 89 |
|
2018
Q4 | $1.43M | Hold |
13,000
| – | – | 0.22% | 93 |
|
2018
Q3 | $1.52M | Sell |
13,000
-1,000
| -7% | -$117K | 0.19% | 100 |
|
2018
Q2 | $1.47M | Sell |
14,000
-1,000
| -7% | -$105K | 0.18% | 105 |
|
2018
Q1 | $1.51M | Hold |
15,000
| – | – | 0.2% | 98 |
|
2017
Q4 | $1.61M | Sell |
15,000
-2,000
| -12% | -$215K | 0.18% | 104 |
|
2017
Q3 | $1.68M | Hold |
17,000
| – | – | 0.18% | 100 |
|
2017
Q2 | $1.81M | Hold |
17,000
| – | – | 0.19% | 96 |
|
2017
Q1 | $1.93M | Hold |
17,000
| – | – | 0.2% | 92 |
|
2016
Q4 | $1.77M | Sell |
17,000
-3,000
| -15% | -$313K | 0.21% | 95 |
|
2016
Q3 | $1.86M | Sell |
20,000
-2,000
| -9% | -$186K | 0.24% | 89 |
|
2016
Q2 | $2.15M | Hold |
22,000
| – | – | 0.32% | 76 |
|
2016
Q1 | $2.19M | Hold |
22,000
| – | – | 0.39% | 72 |
|
2015
Q4 | $2.31M | Hold |
22,000
| – | – | 0.44% | 61 |
|
2015
Q3 | $2.25M | Hold |
22,000
| – | – | 0.47% | 58 |
|
2015
Q2 | $2.51M | Hold |
22,000
| – | – | 0.48% | 53 |
|
2015
Q1 | $2.31M | Hold |
22,000
| – | – | 0.49% | 59 |
|
2014
Q4 | $2.07M | Hold |
22,000
| – | – | 0.53% | 51 |
|
2014
Q3 | $1.96M | Hold |
22,000
| – | – | 0.6% | 43 |
|
2014
Q2 | $1.89M | Hold |
22,000
| – | – | 0.75% | 31 |
|
2014
Q1 | $1.76M | Buy |
+22,000
| New | +$1.76M | 0.72% | 35 |
|
2013
Q4 | – | Sell |
-22,000
| Closed | -$1.42M | – | 109 |
|
2013
Q3 | $1.42M | Sell |
22,000
-2,100
| -9% | -$135K | 0.52% | 51 |
|
2013
Q2 | $1.52M | Buy |
+24,100
| New | +$1.52M | 0.55% | 55 |
|