Stokes 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
Q2 | $1.3M | Buy |
10,486
+1,588
| +18% | +$197K | 0.14% | 111 |
|
|
2025
Q1 | $878K | Sell |
8,898
-400
| -4% | -$39.5K | 0.1% | 127 |
|
|
2024
Q4 | $1.04M | Sell |
9,298
-993
| -10% | -$111K | 0.11% | 122 |
|
|
2024
Q3 | $990K | Sell |
10,291
-511
| -5% | -$49.2K | 0.11% | 117 |
|
|
2024
Q2 | $1.07M | Sell |
10,802
-555
| -5% | -$55.1K | 0.13% | 113 |
|
|
2024
Q1 | $1.39M | Sell |
11,357
-644
| -5% | -$78.8K | 0.17% | 100 |
|
|
2023
Q4 | $1.08M | Sell |
12,001
-3,235
| -21% | -$292K | 0.15% | 106 |
|
|
2023
Q3 | $1.23M | Sell |
15,236
-1,803
| -11% | -$146K | 0.14% | 116 |
|
|
2023
Q2 | $1.52M | Sell |
17,039
-3,764
| -18% | -$336K | 0.18% | 98 |
|
|
2023
Q1 | $2.08M | Buy |
20,803
+1,063
| +5% | +$106K | 0.26% | 76 |
|
|
2022
Q4 | $1.72M | Sell |
19,740
-4,287
| -18% | -$372K | 0.22% | 79 |
|
|
2022
Q3 | $2.27M | Buy |
24,027
+230
| +1% | +$21.7K | 0.32% | 68 |
|
|
2022
Q2 | $2.25M | Sell |
23,797
-4,899
| -17% | -$462K | 0.31% | 69 |
|
|
2022
Q1 | $3.94M | Sell |
28,696
-513
| -2% | -$70.4K | 0.52% | 48 |
|
|
2021
Q4 | $4.52M | Sell |
29,209
-235
| -0.8% | -$36.4K | 0.56% | 46 |
|
|
2021
Q3 | $4.98M | Sell |
29,444
-85
| -0.3% | -$14.4K | 0.69% | 36 |
|
|
2021
Q2 | $5.19M | Buy |
29,529
+146
| +0.5% | +$25.7K | 0.73% | 34 |
|
|
2021
Q1 | $5.42M | Sell |
29,383
-1,325
| -4% | -$244K | 0.84% | 28 |
|
|
2020
Q4 | $5.56M | Buy |
30,708
+433
| +1% | +$78.5K | 1.1% | 21 |
|
|
2020
Q3 | $3.76M | Buy |
30,275
+510
| +2% | +$63.3K | 0.85% | 31 |
|
|
2020
Q2 | $3.32M | Sell |
29,765
-30,341
| -50% | -$3.38M | 0.84% | 32 |
|
|
2020
Q1 | $5.81M | Sell |
60,106
-2,315
| -4% | -$224K | 1.55% | 14 |
|
|
2019
Q4 | $9.05M | Buy |
+62,421
| New | +$9.05M | 2.01% | 13 |
|