Syverson Strege & Co’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 | $323K | Buy |
+2,602
| New | +$323K | 0.08% | 112 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$11K | – | 213 |
|
|
2023
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 243 |
|
|
2022
Q4 | $9.56K | Hold |
110
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $10K | Buy |
110
+50
| +83% | +$4.55K | 0.01% | 183 |
|
|
2022
Q2 | $6K | Sell |
60
-100
| -63% | -$10K | ﹤0.01% | 248 |
|
|
2022
Q1 | $22K | Hold |
160
| – | – | 0.02% | 162 |
|
|
2021
Q4 | $25K | Buy |
160
+127
| +385% | +$19.8K | 0.02% | 166 |
|
|
2021
Q3 | $6K | Buy |
33
+25
| +313% | +$4.55K | ﹤0.01% | 294 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 258 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 230 |
|