Successful Portfolios’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 | $1.09M | Sell |
8,815
-42
| -0.5% | -$5.21K | 0.67% | 38 |
|
|
2025
Q1 | $874K | Sell |
8,857
-159
| -2% | -$15.7K | 0.59% | 41 |
|
|
2024
Q4 | $1M | Sell |
9,016
-62
| -0.7% | -$6.9K | 0.67% | 36 |
|
|
2024
Q3 | $873K | Buy |
9,078
+184
| +2% | +$17.7K | 0.59% | 42 |
|
|
2024
Q2 | $883K | Sell |
8,894
-27
| -0.3% | -$2.68K | 0.62% | 38 |
|
|
2024
Q1 | $1.09M | Sell |
8,921
-99
| -1% | -$12.1K | 0.74% | 35 |
|
|
2023
Q4 | $814K | Buy |
9,020
+637
| +8% | +$57.5K | 0.61% | 40 |
|
|
2023
Q3 | $679K | Buy |
8,383
+8
| +0.1% | +$648 | 0.6% | 43 |
|
|
2023
Q2 | $748K | Sell |
8,375
-2,698
| -24% | -$241K | 0.64% | 40 |
|
|
2023
Q1 | $1.11M | Buy |
11,073
+351
| +3% | +$35.1K | 0.7% | 38 |
|
|
2022
Q4 | $932K | Buy |
10,722
+165
| +2% | +$14.3K | 0.61% | 49 |
|
|
2022
Q3 | $996K | Sell |
10,557
-14
| -0.1% | -$1.32K | 0.72% | 34 |
|
|
2022
Q2 | $998K | Sell |
10,571
-637
| -6% | -$60.1K | 0.67% | 38 |
|
|
2022
Q1 | $1.54M | Buy |
11,208
+564
| +5% | +$77.3K | 0.88% | 24 |
|
|
2021
Q4 | $1.65M | Buy |
10,644
+182
| +2% | +$28.2K | 0.9% | 26 |
|
|
2021
Q3 | $1.77M | Buy |
10,462
+33
| +0.3% | +$5.58K | 1.06% | 23 |
|
|
2021
Q2 | $1.83M | Buy |
10,429
+456
| +5% | +$80.1K | 1.11% | 22 |
|
|
2021
Q1 | $1.84M | Buy |
9,973
+325
| +3% | +$60K | 1.21% | 17 |
|
|
2020
Q4 | $1.75M | Buy |
9,648
+60
| +0.6% | +$10.9K | 1.25% | 17 |
|
|
2020
Q3 | $1.19M | Sell |
9,588
-350
| -4% | -$43.4K | 0.95% | 26 |
|
|
2020
Q2 | $1.11M | Buy |
9,938
+281
| +3% | +$31.3K | 0.97% | 25 |
|
|
2020
Q1 | $933K | Buy |
9,657
+1,896
| +24% | +$183K | 0.94% | 25 |
|
|
2019
Q4 | $1.12M | Sell |
7,761
-1,334
| -15% | -$193K | 1% | 23 |
|
|
2019
Q3 | $1.19M | Buy |
9,095
+189
| +2% | +$24.6K | 1.11% | 20 |
|
|
2019
Q2 | $1.24M | Buy |
8,906
+16
| +0.2% | +$2.24K | 1.33% | 16 |
|
|
2019
Q1 | $987K | Buy |
8,890
+1,444
| +19% | +$160K | 1.08% | 23 |
|
|
2018
Q4 | $816K | Sell |
7,446
-137
| -2% | -$15K | 1.04% | 27 |
|
|
2018
Q3 | $887K | Buy |
7,583
+14
| +0.2% | +$1.64K | 0.97% | 26 |
|
|
2018
Q2 | $793K | Buy |
7,569
+20
| +0.3% | +$2.1K | 0.93% | 33 |
|
|
2018
Q1 | $758K | Buy |
7,549
+263
| +4% | +$26.4K | 0.92% | 36 |
|
|
2017
Q4 | $783K | Buy |
+7,286
| New | +$783K | 0.97% | 31 |
|