Steph & Co’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 | $15K | Hold |
121
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $11.9K | Buy |
121
+26
| +27% | +$2.57K | ﹤0.01% | 233 |
|
|
2024
Q4 | $10.6K | Sell |
95
-185
| -66% | -$20.6K | ﹤0.01% | 244 |
|
|
2024
Q3 | $26.9K | Buy |
280
+144
| +106% | +$13.9K | 0.01% | 203 |
|
|
2024
Q2 | $13.5K | Buy |
136
+11
| +9% | +$1.09K | ﹤0.01% | 231 |
|
|
2024
Q1 | $15.3K | Buy |
+125
| New | +$15.3K | 0.01% | 242 |
|
|
2023
Q2 | – | Sell |
-106
| Closed | -$10.6K | – | 242 |
|
|
2023
Q1 | $10.6K | Hold |
106
| – | – | 0.01% | 210 |
|
|
2022
Q4 | $9K | Hold |
106
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $10K | Hold |
106
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $10K | Sell |
106
-232
| -69% | -$21.9K | 0.01% | 205 |
|
|
2022
Q1 | $46K | Sell |
338
-300
| -47% | -$40.8K | 0.03% | 191 |
|
|
2021
Q4 | $99K | Buy |
638
+532
| +502% | +$82.6K | 0.06% | 150 |
|
|
2021
Q3 | $18K | Buy |
106
+30
| +39% | +$5.09K | 0.01% | 227 |
|
|
2021
Q2 | $13K | Hold |
76
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $14K | Sell |
76
-7
| -8% | -$1.29K | 0.01% | 205 |
|
|
2020
Q4 | $15K | Hold |
83
| – | – | 0.01% | 203 |
|
|
2020
Q3 | $10K | Sell |
83
-122
| -60% | -$14.7K | 0.01% | 205 |
|
|
2020
Q2 | $23K | Buy |
205
+59
| +40% | +$6.62K | 0.02% | 176 |
|
|
2020
Q1 | $14K | Hold |
146
| – | – | 0.02% | 192 |
|
|
2019
Q4 | $21K | Buy |
+146
| New | +$21K | 0.02% | 191 |
|