St. Clair Advisors’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 | $500K | Hold |
4,033
| – | – | 0.13% | 62 |
|
|
2025
Q1 | $398K | Hold |
4,033
| – | – | 0.11% | 68 |
|
|
2024
Q4 | $449K | Buy |
4,033
+33
| +0.8% | +$3.68K | 0.13% | 67 |
|
|
2024
Q3 | $385K | Sell |
4,000
-1,475
| -27% | -$142K | 0.11% | 71 |
|
|
2024
Q2 | $544K | Hold |
5,475
| – | – | 0.17% | 58 |
|
|
2024
Q1 | $670K | Buy |
5,475
+1,475
| +37% | +$180K | 0.22% | 55 |
|
|
2023
Q4 | $361K | Hold |
4,000
| – | – | 0.12% | 72 |
|
|
2023
Q3 | $324K | Sell |
4,000
-277
| -6% | -$22.5K | 0.13% | 74 |
|
|
2023
Q2 | $382K | Buy |
4,277
+277
| +7% | +$24.7K | 0.15% | 66 |
|
|
2023
Q1 | $401K | Buy |
+4,000
| New | +$401K | 0.17% | 66 |
|