Stuart Chaussee & Associates’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 | $13.8K | Hold |
111
| – | – | ﹤0.01% | 138 |
|
2025
Q1 | $11K | Hold |
111
| – | – | ﹤0.01% | 148 |
|
2024
Q4 | $12.4K | Hold |
111
| – | – | ﹤0.01% | 140 |
|
2024
Q3 | $10.7K | Hold |
111
| – | – | ﹤0.01% | 129 |
|
2024
Q2 | $11.1K | Buy |
111
+11
| +11% | +$1.1K | ﹤0.01% | 125 |
|
2024
Q1 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 117 |
|
2023
Q4 | $9.03K | Hold |
100
| – | – | ﹤0.01% | 118 |
|
2023
Q3 | $8.11K | Hold |
100
| – | – | ﹤0.01% | 98 |
|
2023
Q2 | $8.93K | Hold |
100
| – | – | ﹤0.01% | 96 |
|
2023
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 88 |
|
2022
Q4 | $8.69K | Hold |
100
| – | – | ﹤0.01% | 107 |
|
2022
Q3 | $9K | Hold |
100
| – | – | 0.02% | 94 |
|
2022
Q2 | $9K | Sell |
100
-1,370
| -93% | -$123K | 0.02% | 99 |
|
2022
Q1 | $202K | Sell |
1,470
-646
| -31% | -$88.8K | 0.1% | 22 |
|
2021
Q4 | $328K | Buy |
2,116
+46
| +2% | +$7.13K | 0.14% | 18 |
|
2021
Q3 | $350K | Hold |
2,070
| – | – | 0.55% | 11 |
|
2021
Q2 | $364K | Sell |
2,070
-510
| -20% | -$89.7K | 0.16% | 15 |
|
2021
Q1 | $476K | Buy |
2,580
+13
| +0.5% | +$2.4K | 0.18% | 18 |
|
2020
Q4 | $465K | Hold |
2,567
| – | – | 0.19% | 14 |
|
2020
Q3 | $319K | Hold |
2,567
| – | – | 0.15% | 18 |
|
2020
Q2 | $286K | Buy |
2,567
+570
| +29% | +$63.5K | 0.15% | 13 |
|
2020
Q1 | $193K | Sell |
1,997
-3,600
| -64% | -$348K | 0.18% | 10 |
|
2019
Q4 | $809K | Buy |
5,597
+4,114
| +277% | +$595K | 0.46% | 8 |
|
2019
Q3 | $193K | Hold |
1,483
| – | – | 0.12% | 18 |
|
2019
Q2 | $207K | Hold |
1,483
| – | – | 0.13% | 21 |
|
2019
Q1 | $165K | Buy |
1,483
+485
| +49% | +$54K | 0.11% | 19 |
|
2018
Q4 | $109K | Hold |
998
| – | – | 0.08% | 18 |
|
2018
Q3 | $117K | Hold |
998
| – | – | 0.07% | 29 |
|
2018
Q2 | $105K | Hold |
998
| – | – | 0.07% | 28 |
|
2018
Q1 | $100K | Hold |
998
| – | – | 0.41% | 16 |
|
2017
Q4 | $108K | Sell |
998
-125
| -11% | -$13.5K | 0.08% | 20 |
|
2017
Q3 | $113K | Hold |
1,123
| – | – | 0.08% | 18 |
|
2017
Q2 | $119K | Hold |
1,123
| – | – | 0.09% | 19 |
|
2017
Q1 | $127K | Buy |
1,123
+225
| +25% | +$25.4K | 0.12% | 20 |
|
2016
Q4 | $94K | Hold |
898
| – | – | 0.07% | 25 |
|
2016
Q3 | $83K | Hold |
898
| – | – | 0.07% | 33 |
|
2016
Q2 | $88K | Hold |
898
| – | – | 0.07% | 31 |
|
2016
Q1 | $86K | Hold |
898
| – | – | 0.08% | 28 |
|
2015
Q4 | $94K | Buy |
+898
| New | +$94K | 0.09% | 23 |
|