Stamos Capital Partners’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 | $4.14M | Buy |
33,393
+6,931
| +26% | +$860K | 0.74% | 41 |
|
|
2025
Q1 | $2.61M | Sell |
26,462
-18,808
| -42% | -$1.86M | 0.68% | 42 |
|
|
2024
Q4 | $5.04M | Sell |
45,270
-18,230
| -29% | -$2.03M | 1.18% | 16 |
|
|
2024
Q3 | $6.11M | Buy |
63,500
+7,840
| +14% | +$754K | 1.44% | 17 |
|
|
2024
Q2 | $5.53M | Buy |
55,660
+10,850
| +24% | +$1.08M | 1.17% | 21 |
|
|
2024
Q1 | $5.48M | Sell |
44,810
-4,910
| -10% | -$601K | 1.24% | 18 |
|
|
2023
Q4 | $4.49M | Sell |
49,720
-43,480
| -47% | -$3.93M | 1.22% | 20 |
|
|
2023
Q3 | $7.55M | Buy |
93,200
+19,360
| +26% | +$1.57M | 1.68% | 17 |
|
|
2023
Q2 | $6.59M | Buy |
73,840
+19,960
| +37% | +$1.78M | 1.54% | 17 |
|
|
2023
Q1 | $5.4M | Buy |
53,880
+19,530
| +57% | +$1.96M | 1.39% | 20 |
|
|
2022
Q4 | $2.98M | Sell |
34,350
-35,250
| -51% | -$3.06M | 0.94% | 30 |
|
|
2022
Q3 | $6.57M | Buy |
69,600
+37,010
| +114% | +$3.49M | 1.67% | 21 |
|
|
2022
Q2 | $3.08M | Buy |
+32,590
| New | +$3.08M | 0.93% | 28 |
|
|
2021
Q2 | – | Sell |
-5,600
| Closed | -$1.03M | – | 46 |
|
|
2021
Q1 | $1.03M | Hold |
5,600
| – | – | 0.52% | 38 |
|
|
2020
Q4 | $1.02M | Sell |
5,600
-6,400
| -53% | -$1.16M | 0.43% | 41 |
|
|
2020
Q3 | $1.49M | Sell |
12,000
-3,900
| -25% | -$484K | 0.55% | 34 |
|
|
2020
Q2 | $1.77M | Sell |
15,900
-9,741
| -38% | -$1.09M | 1.02% | 23 |
|
|
2020
Q1 | $2.48M | Buy |
25,641
+13,468
| +111% | +$1.3M | 1.3% | 28 |
|
|
2019
Q4 | $1.76M | Sell |
12,173
-1,827
| -13% | -$264K | 1.42% | 23 |
|
|
2019
Q3 | $1.82M | Buy |
14,000
+2,622
| +23% | +$342K | 1.62% | 20 |
|
|
2019
Q2 | $1.61M | Sell |
11,378
-2,000
| -15% | -$283K | 1.61% | 20 |
|
|
2019
Q1 | $1.53M | Sell |
13,378
-5,622
| -30% | -$641K | 1.95% | 17 |
|
|
2018
Q4 | $2.08M | Buy |
+19,000
| New | +$2.08M | 1.57% | 25 |
|