TD Capital Management’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 | $89.4K | Buy |
721
+578
| +404% | +$71.7K | 0.01% | 175 |
|
|
2025
Q1 | $14.1K | Hold |
143
| – | – | ﹤0.01% | 287 |
|
|
2024
Q4 | $15.9K | Buy |
143
+43
| +43% | +$4.79K | ﹤0.01% | 262 |
|
|
2024
Q3 | $9.63K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2024
Q2 | $9.94K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 272 |
|
|
2023
Q4 | $9.04K | Sell |
100
-200
| -67% | -$18.1K | ﹤0.01% | 290 |
|
|
2023
Q3 | $24.3K | Sell |
300
-10
| -3% | -$811 | ﹤0.01% | 226 |
|
|
2023
Q2 | $27.7K | Hold |
310
| – | – | ﹤0.01% | 218 |
|
|
2023
Q1 | $31K | Hold |
310
| – | – | ﹤0.01% | 210 |
|
|
2022
Q4 | $26.9K | Hold |
310
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $29K | Buy |
+310
| New | +$29K | ﹤0.01% | 187 |
|
|
2022
Q1 | – | Sell |
-310
| Closed | -$48K | – | 164 |
|
|
2021
Q4 | $48K | Hold |
310
| – | – | 0.01% | 165 |
|
|
2021
Q3 | $52K | Hold |
310
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $54K | Hold |
310
| – | – | 0.01% | 144 |
|
|
2021
Q1 | $57K | Buy |
310
+10
| +3% | +$1.84K | 0.01% | 132 |
|
|
2020
Q4 | $54K | Hold |
300
| – | – | 0.01% | 118 |
|
|
2020
Q3 | $37K | Hold |
300
| – | – | 0.01% | 129 |
|
|
2020
Q2 | $33K | Hold |
300
| – | – | 0.01% | 127 |
|
|
2020
Q1 | $29K | Buy |
+300
| New | +$29K | 0.01% | 122 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$20K | – | 198 |
|
|
2017
Q3 | $20K | Buy |
+200
| New | +$20K | 0.01% | 105 |
|
|
2013
Q3 | – | Sell |
-254
| Closed | -$16K | – | 186 |
|
|
2013
Q2 | $16K | Buy |
+254
| New | +$16K | ﹤0.01% | 149 |
|