Sumitomo Mitsui Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Hold |
0
| – | – | – | 202 |
|
|
2025
Q2 | – | Sell |
-2,400
| Closed | -$249K | – | 235 |
|
|
2025
Q1 | $235K | Buy |
+2,400
| New | +$258K | ﹤0.01% | 113 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 178 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$5.11K | – | 179 |
|
|
2024
Q2 | $5.11K | Sell |
50
-472
| -90% | -$50.8K | ﹤0.01% | 175 |
|
|
2024
Q1 | $63.9K | Sell |
522
-2,009
| -79% | -$210K | ﹤0.01% | 148 |
|
|
2023
Q4 | $229K | Sell |
2,531
-2,963
| -54% | -$261K | 0.01% | 116 |
|
|
2023
Q3 | $440K | Sell |
5,494
-5,937
| -52% | -$507K | 0.01% | 113 |
|
|
2023
Q2 | $1.02M | Buy |
11,431
+8,524
| +293% | +$807K | 0.03% | 106 |
|
|
2023
Q1 | $285K | Sell |
2,907
-12,727
| -81% | -$1.28M | 0.01% | 128 |
|
|
2022
Q4 | $1.36M | Buy |
15,634
+10,587
| +210% | +$1.01M | 0.05% | 96 |
|
|
2022
Q3 | $492K | Sell |
5,047
-4,000
| -44% | -$428K | 0.02% | 140 |
|
|
2022
Q2 | $865K | Buy |
9,047
+5,402
| +148% | +$600K | 0.02% | 132 |
|
|
2022
Q1 | $514K | Sell |
3,645
-416
| -10% | -$60.1K | 0.02% | 137 |
|
|
2021
Q4 | $629K | Sell |
4,061
-7,425
| -65% | -$1.2M | 0.02% | 130 |
|
|
2021
Q3 | $1.98M | Buy |
11,486
+9,703
| +544% | +$1.73M | 0.05% | 99 |
|
|
2021
Q2 | $310K | Sell |
1,783
-2,401
| -57% | -$432K | 0.01% | 120 |
|
|
2021
Q1 | $776K | Sell |
4,184
-4,512
| -52% | -$832K | 0.02% | 113 |
|
|
2020
Q4 | $1.54M | Buy |
8,696
+5,824
| +203% | +$836K | 0.04% | 89 |
|
|
2020
Q3 | $360K | Buy |
+2,872
| New | +$359K | 0.01% | 111 |
|
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$947K | – | 143 |
|
|
2019
Q4 | $947K | Buy |
6,500
+1,549
| +31% | +$216K | 0.08% | 65 |
|
|
2019
Q3 | $643K | Buy |
+4,951
| New | +$685K | 0.05% | 73 |
|
|
2019
Q2 | – | Sell |
-2,713
| Closed | -$300K | – | 121 |
|
|
2019
Q1 | $300K | Sell |
2,713
-5,387
| -67% | -$602K | 0.03% | 84 |
|
|
2018
Q4 | $863K | Buy |
8,100
+7,703
| +1,940% | +$876K | 0.05% | 63 |
|
|
2018
Q3 | $46K | Sell |
397
-1,281
| -76% | -$143K | ﹤0.01% | 101 |
|
|
2018
Q2 | $176K | Sell |
1,678
-2,042
| -55% | -$209K | 0.02% | 73 |
|
|
2018
Q1 | $374K | Buy |
+3,720
| New | +$395K | 0.03% | 65 |
|
|
2017
Q4 | – | Sell |
-406
| Closed | -$40K | – | 107 |
|
|
2017
Q3 | $40K | Sell |
406
-450
| -53% | -$46.3K | ﹤0.01% | 86 |
|
|
2017
Q2 | $90K | Sell |
856
-415
| -33% | -$45.4K | 0.02% | 76 |
|
|
2017
Q1 | $144K | Buy |
+1,271
| New | +$140K | 0.03% | 38 |
|
Other funds holding DIS
