SC
Stephens Consulting’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
1,763
+42
| +2% | +$5.21K | 0.05% | 92 |
|
|
2025
Q1 | $170K | Sell |
1,721
-365
| -17% | -$36K | 0.04% | 99 |
|
|
2024
Q4 | $232K | Hold |
2,086
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $201K | Sell |
2,086
-54
| -3% | -$5.19K | 0.05% | 88 |
|
|
2024
Q2 | $212K | Buy |
2,140
+320
| +18% | +$31.8K | 0.06% | 79 |
|
|
2024
Q1 | $223K | Sell |
1,820
-4
| -0.2% | -$489 | 0.07% | 77 |
|
|
2023
Q4 | $165K | Sell |
1,824
-3
| -0.2% | -$271 | 0.06% | 89 |
|
|
2023
Q3 | $148K | Buy |
1,827
+200
| +12% | +$16.2K | 0.06% | 90 |
|
|
2023
Q2 | $145K | Sell |
1,627
-168
| -9% | -$15K | 0.06% | 86 |
|
|
2023
Q1 | $180K | Hold |
1,795
| – | – | 0.11% | 82 |
|
|
2022
Q4 | $156K | Hold |
1,795
| – | – | 0.1% | 84 |
|
|
2022
Q3 | $169K | Sell |
1,795
-375
| -17% | -$35.4K | 0.15% | 76 |
|
|
2022
Q2 | $205K | Buy |
2,170
+467
| +27% | +$44.1K | 0.17% | 66 |
|
|
2022
Q1 | $234K | Sell |
1,703
-9
| -0.5% | -$1.23K | 0.19% | 68 |
|
|
2021
Q4 | $265K | Buy |
+1,712
| New | +$265K | 0.22% | 72 |
|