Standard Family Office’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-438
| Closed | -$48.8K | – | 36 |
|
|
2024
Q4 | $48.8K | Sell |
438
-588
| -57% | -$65.5K | 0.06% | 31 |
|
|
2024
Q3 | $98.7K | Hold |
1,026
| – | – | 0.12% | 26 |
|
|
2024
Q2 | $102K | Hold |
1,026
| – | – | 0.13% | 25 |
|
|
2024
Q1 | $126K | Buy |
+1,026
| New | +$126K | 0.17% | 18 |
|
|
2022
Q4 | – | Sell |
-1,925
| Closed | -$182K | – | 125 |
|
|
2022
Q3 | $182K | Buy |
+1,925
| New | +$182K | 0.08% | 44 |
|
|
2021
Q4 | – | Sell |
-455
| Closed | -$77K | – | 219 |
|
|
2021
Q3 | $77K | Sell |
455
-4,825
| -91% | -$817K | 0.02% | 36 |
|
|
2021
Q2 | $928K | Buy |
5,280
+455
| +9% | +$80K | 0.19% | 50 |
|
|
2021
Q1 | $890K | Sell |
4,825
-455
| -9% | -$83.9K | 0.21% | 37 |
|
|
2020
Q4 | $957K | Buy |
+5,280
| New | +$957K | 0.23% | 34 |
|