Strategic Investment Advisors’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 | $559K | Sell |
4,544
-545
| -11% | -$67.1K | 0.05% | 151 |
|
|
2025
Q1 | $502K | Buy |
5,089
+1,655
| +48% | +$163K | 0.05% | 164 |
|
|
2024
Q4 | $382K | Buy |
+3,434
| New | +$382K | 0.04% | 195 |
|
|
2023
Q3 | – | Sell |
-4,337
| Closed | -$387K | – | 235 |
|
|
2023
Q2 | $387K | Buy |
4,337
+235
| +6% | +$21K | 0.05% | 151 |
|
|
2023
Q1 | $411K | Sell |
4,102
-1,853
| -31% | -$186K | 0.07% | 174 |
|
|
2022
Q4 | $517K | Buy |
5,955
+3,705
| +165% | +$322K | 0.11% | 147 |
|
|
2022
Q3 | $212K | Sell |
2,250
-611
| -21% | -$57.6K | 0.05% | 167 |
|
|
2022
Q2 | $270K | Sell |
2,861
-3,726
| -57% | -$352K | 0.05% | 182 |
|
|
2022
Q1 | $903K | Buy |
6,587
+239
| +4% | +$32.8K | 0.17% | 102 |
|
|
2021
Q4 | $983K | Buy |
6,348
+459
| +8% | +$71.1K | 0.19% | 109 |
|
|
2021
Q3 | $996K | Buy |
+5,889
| New | +$996K | 0.22% | 100 |
|
|
2020
Q2 | – | Sell |
-2,844
| Closed | -$275K | – | 171 |
|
|
2020
Q1 | $275K | Buy |
2,844
+284
| +11% | +$27.5K | 0.13% | 124 |
|
|
2019
Q4 | $370K | Buy |
2,560
+45
| +2% | +$6.5K | 0.15% | 109 |
|
|
2019
Q3 | $328K | Buy |
2,515
+197
| +8% | +$25.7K | 0.16% | 104 |
|
|
2019
Q2 | $317K | Buy |
+2,318
| New | +$317K | 0.17% | 94 |
|