Strategic Advocates’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 | $214K | Buy |
+1,727
| New | +$214K | 0.06% | 120 |
|
|
2025
Q1 | – | Sell |
-1,974
| Closed | -$220K | – | 118 |
|
|
2024
Q4 | $220K | Sell |
1,974
-947
| -32% | -$105K | 0.07% | 99 |
|
|
2024
Q3 | $281K | Buy |
2,921
+190
| +7% | +$18.3K | 0.1% | 96 |
|
|
2024
Q2 | $271K | Sell |
2,731
-1,548
| -36% | -$154K | 0.11% | 99 |
|
|
2024
Q1 | $524K | Buy |
4,279
+1,406
| +49% | +$172K | 0.2% | 72 |
|
|
2023
Q4 | $259K | Sell |
2,873
-360
| -11% | -$32.5K | 0.11% | 120 |
|
|
2023
Q3 | $262K | Buy |
+3,233
| New | +$262K | 0.12% | 116 |
|