Stone House Investment Management’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 | $10.2K | Sell |
82
-57
| -41% | -$7.07K | ﹤0.01% | 263 |
|
2025
Q1 | $13.7K | Buy |
+139
| New | +$13.7K | ﹤0.01% | 232 |
|
2024
Q4 | – | Sell |
-110
| Closed | -$10.5K | – | 139 |
|
2024
Q3 | $10.5K | Sell |
110
-337
| -75% | -$32.3K | ﹤0.01% | 220 |
|
2024
Q2 | $44.4K | Sell |
447
-37
| -8% | -$3.68K | 0.01% | 132 |
|
2024
Q1 | $59.2K | Buy |
484
+138
| +40% | +$16.9K | 0.01% | 115 |
|
2023
Q4 | $31.2K | Buy |
346
+270
| +355% | +$24.4K | 0.01% | 103 |
|
2023
Q3 | $6.16K | Sell |
76
-50
| -40% | -$4.05K | ﹤0.01% | 190 |
|
2023
Q2 | $11.2K | Sell |
126
-539
| -81% | -$48.1K | ﹤0.01% | 154 |
|
2023
Q1 | $66.6K | Buy |
+665
| New | +$66.6K | 0.02% | 80 |
|
2019
Q2 | – | Sell |
-330
| Closed | -$37K | – | 72 |
|
2019
Q1 | $37K | Buy |
+330
| New | +$37K | 0.02% | 106 |
|