Steward Partners Investment Advisory’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 | $13.7M | Buy |
110,262
+7,308
| +7% | +$906K | 0.11% | 190 |
|
|
2025
Q1 | $10.2M | Buy |
102,954
+9,296
| +10% | +$918K | 0.09% | 221 |
|
|
2024
Q4 | $10.4M | Sell |
93,658
-1,582
| -2% | -$176K | 0.09% | 215 |
|
|
2024
Q3 | $9.16M | Sell |
95,240
-2,021
| -2% | -$194K | 0.08% | 235 |
|
|
2024
Q2 | $9.66M | Sell |
97,261
-537
| -0.5% | -$53.3K | 0.1% | 201 |
|
|
2024
Q1 | $12M | Buy |
97,798
+32,882
| +51% | +$4.02M | 0.13% | 171 |
|
|
2023
Q4 | $5.86M | Buy |
64,916
+2,152
| +3% | +$194K | 0.08% | 249 |
|
|
2023
Q3 | $5.09M | Sell |
62,764
-327
| -0.5% | -$26.5K | 0.08% | 255 |
|
|
2023
Q2 | $5.63M | Sell |
63,091
-4,390
| -7% | -$392K | 0.08% | 241 |
|
|
2023
Q1 | $6.76M | Sell |
67,481
-6,819
| -9% | -$683K | 0.11% | 203 |
|
|
2022
Q4 | $6.46M | Sell |
74,300
-9,593
| -11% | -$833K | 0.11% | 204 |
|
|
2022
Q3 | $7.91M | Sell |
83,893
-2,418
| -3% | -$228K | 0.15% | 163 |
|
|
2022
Q2 | $8.15M | Sell |
86,311
-5,998
| -6% | -$566K | 0.15% | 159 |
|
|
2022
Q1 | $12.7M | Sell |
92,309
-10,552
| -10% | -$1.45M | 0.2% | 121 |
|
|
2021
Q4 | $15.9M | Sell |
102,861
-7,300
| -7% | -$1.13M | 0.24% | 96 |
|
|
2021
Q3 | $18.6M | Sell |
110,161
-7,748
| -7% | -$1.31M | 0.32% | 68 |
|
|
2021
Q2 | $20.7M | Sell |
117,909
-23,036
| -16% | -$4.05M | 0.35% | 54 |
|
|
2021
Q1 | $26M | Buy |
140,945
+20,699
| +17% | +$3.82M | 0.46% | 42 |
|
|
2020
Q4 | $21.8M | Buy |
120,246
+7,911
| +7% | +$1.43M | 0.47% | 42 |
|
|
2020
Q3 | $13.9M | Buy |
112,335
+16,911
| +18% | +$2.1M | 0.35% | 65 |
|
|
2020
Q2 | $10.6M | Sell |
95,424
-254
| -0.3% | -$28.3K | 0.3% | 79 |
|
|
2020
Q1 | $9.24M | Buy |
95,678
+6,622
| +7% | +$640K | 0.34% | 72 |
|
|
2019
Q4 | $12.9M | Buy |
89,056
+2,633
| +3% | +$381K | 0.38% | 63 |
|
|
2019
Q3 | $11.3M | Buy |
86,423
+10,097
| +13% | +$1.32M | 0.38% | 59 |
|
|
2019
Q2 | $10.7M | Buy |
76,326
+11,318
| +17% | +$1.58M | 0.39% | 60 |
|
|
2019
Q1 | $7.22M | Sell |
65,008
-17,432
| -21% | -$1.94M | 0.31% | 82 |
|
|
2018
Q4 | $9.04M | Buy |
82,440
+9,212
| +13% | +$1.01M | 0.44% | 56 |
|
|
2018
Q3 | $8.56M | Buy |
73,228
+4,362
| +6% | +$510K | 0.41% | 59 |
|
|
2018
Q2 | $7.22M | Buy |
68,866
+6,023
| +10% | +$631K | 0.43% | 46 |
|
|
2018
Q1 | $6.31M | Buy |
62,843
+1,789
| +3% | +$180K | 0.43% | 44 |
|
|
2017
Q4 | $6.56M | Buy |
61,054
+28,986
| +90% | +$3.12M | 0.5% | 39 |
|
|
2017
Q3 | $3.16M | Buy |
32,068
+772
| +2% | +$76.1K | 0.32% | 80 |
|
|
2017
Q2 | $3.33M | Buy |
31,296
+14,415
| +85% | +$1.53M | 0.37% | 69 |
|
|
2017
Q1 | $1.91M | Buy |
16,881
+5,767
| +52% | +$654K | 0.29% | 79 |
|
|
2016
Q4 | $1.16M | Buy |
+11,114
| New | +$1.16M | 0.53% | 39 |
|