Sunbelt Securities’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 | $817K | Sell |
7,338
-340
| -4% | -$37.9K | 0.07% | 237 |
|
|
2025
Q1 | $758K | Buy |
7,678
+280
| +4% | +$27.6K | 0.07% | 238 |
|
|
2024
Q4 | $820K | Buy |
7,398
+500
| +7% | +$55.4K | 0.07% | 237 |
|
|
2024
Q3 | $663K | Buy |
6,898
+1,406
| +26% | +$135K | 0.07% | 288 |
|
|
2024
Q2 | $545K | Sell |
5,492
-17
| -0.3% | -$1.69K | 0.06% | 319 |
|
|
2024
Q1 | $674K | Sell |
5,509
-8,075
| -59% | -$988K | 0.08% | 243 |
|
|
2023
Q4 | $1.23M | Sell |
13,584
-3,933
| -22% | -$355K | 0.15% | 150 |
|
|
2023
Q3 | $1.42M | Buy |
17,517
+5,893
| +51% | +$478K | 0.2% | 114 |
|
|
2023
Q2 | $1.04M | Buy |
11,624
+1,164
| +11% | +$104K | 0.15% | 151 |
|
|
2023
Q1 | $1.03M | Buy |
10,460
+177
| +2% | +$17.4K | 0.17% | 139 |
|
|
2022
Q4 | $893K | Buy |
10,283
+6,107
| +146% | +$531K | 0.17% | 149 |
|
|
2022
Q3 | $394K | Buy |
4,176
+649
| +18% | +$61.2K | 0.08% | 278 |
|
|
2022
Q2 | $333K | Buy |
3,527
+13
| +0.4% | +$1.23K | 0.07% | 312 |
|
|
2022
Q1 | $495K | Sell |
3,514
-2,485
| -41% | -$350K | 0.09% | 255 |
|
|
2021
Q4 | $855K | Buy |
5,999
+2,142
| +56% | +$305K | 0.14% | 173 |
|
|
2021
Q3 | $692K | Hold |
3,857
| – | – | 0.12% | 201 |
|
|
2021
Q2 | $692K | Sell |
3,857
-207
| -5% | -$37.1K | 0.12% | 201 |
|
|
2021
Q1 | $750K | Sell |
4,064
-501
| -11% | -$92.5K | 0.15% | 173 |
|
|
2020
Q4 | $827K | Buy |
4,565
+126
| +3% | +$22.8K | 0.17% | 147 |
|
|
2020
Q3 | $551K | Sell |
4,439
-121
| -3% | -$15K | 0.15% | 174 |
|
|
2020
Q2 | $508K | Sell |
4,560
-7,087
| -61% | -$790K | 0.17% | 152 |
|
|
2020
Q1 | $1.32M | Sell |
11,647
-12,439
| -52% | -$1.41M | 0.06% | 126 |
|
|
2019
Q4 | $3.48M | Sell |
24,086
-1,913
| -7% | -$277K | 0.37% | 61 |
|
|
2019
Q3 | $3.39M | Buy |
25,999
+23,744
| +1,053% | +$3.09M | 0.38% | 60 |
|
|
2019
Q2 | $315K | Buy |
2,255
+216
| +11% | +$30.2K | 0.14% | 191 |
|
|
2019
Q1 | $226K | Buy |
+2,039
| New | +$226K | 0.11% | 212 |
|
|
2018
Q4 | – | Sell |
-2,729
| Closed | -$319K | – | 217 |
|
|
2018
Q3 | $319K | Sell |
2,729
-1,148
| -30% | -$134K | 0.17% | 161 |
|
|
2018
Q2 | $406K | Buy |
3,877
+1,473
| +61% | +$154K | 0.24% | 119 |
|
|
2018
Q1 | $241K | Buy |
+2,404
| New | +$241K | 0.22% | 157 |
|
|
2017
Q3 | – | Sell |
-4,253
| Closed | -$452K | – | 160 |
|
|
2017
Q2 | $452K | Buy |
4,253
+299
| +8% | +$31.8K | 0.85% | 32 |
|
|
2017
Q1 | $448K | Buy |
3,954
+377
| +11% | +$42.7K | 0.67% | 37 |
|
|
2016
Q4 | $373K | Buy |
3,577
+154
| +4% | +$16.1K | 0.57% | 45 |
|
|
2016
Q3 | $318K | Buy |
3,423
+22
| +0.6% | +$2.04K | 0.38% | 56 |
|
|
2016
Q2 | $333K | Buy |
3,401
+282
| +9% | +$27.6K | 0.44% | 53 |
|
|
2016
Q1 | $310K | Buy |
+3,119
| New | +$310K | 0.45% | 53 |
|
|
2015
Q3 | – | Sell |
-1,906
| Closed | -$218K | – | 120 |
|
|
2015
Q2 | $218K | Buy |
+1,906
| New | +$218K | 0.3% | 90 |
|