TD Private Client Wealth’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 | $3.89M | Buy |
31,376
+3,124
| +11% | +$387K | 0.1% | 150 |
|
|
2025
Q1 | $2.79M | Buy |
28,252
+5,958
| +27% | +$588K | 0.08% | 182 |
|
|
2024
Q4 | $2.48M | Buy |
22,294
+8,961
| +67% | +$998K | 0.07% | 198 |
|
|
2024
Q3 | $1.28M | Buy |
13,333
+139
| +1% | +$13.4K | 0.04% | 328 |
|
|
2024
Q2 | $1.31M | Sell |
13,194
-159
| -1% | -$15.8K | 0.04% | 305 |
|
|
2024
Q1 | $1.63M | Buy |
13,353
+361
| +3% | +$44.2K | 0.05% | 275 |
|
|
2023
Q4 | $1.17M | Sell |
12,992
-382
| -3% | -$34.5K | 0.04% | 314 |
|
|
2023
Q3 | $1.08M | Sell |
13,374
-429
| -3% | -$34.8K | 0.05% | 309 |
|
|
2023
Q2 | $1.23M | Buy |
13,803
+1,044
| +8% | +$93.2K | 0.05% | 299 |
|
|
2023
Q1 | $1.28M | Buy |
12,759
+362
| +3% | +$36.2K | 0.06% | 285 |
|
|
2022
Q4 | $1.08M | Sell |
12,397
-2,372
| -16% | -$206K | 0.05% | 311 |
|
|
2022
Q3 | $1.39M | Buy |
14,769
+518
| +4% | +$48.9K | 0.07% | 254 |
|
|
2022
Q2 | $1.35M | Buy |
14,251
+1,028
| +8% | +$97K | 0.07% | 272 |
|
|
2022
Q1 | $1.81M | Buy |
13,223
+1,345
| +11% | +$184K | 0.08% | 252 |
|
|
2021
Q4 | $1.84M | Sell |
11,878
-1,175
| -9% | -$182K | 0.08% | 246 |
|
|
2021
Q3 | $2.21M | Sell |
13,053
-491
| -4% | -$83.1K | 0.09% | 217 |
|
|
2021
Q2 | $2.38M | Buy |
13,544
+1,389
| +11% | +$244K | 0.1% | 205 |
|
|
2021
Q1 | $2.24M | Buy |
12,155
+177
| +1% | +$32.7K | 0.1% | 209 |
|
|
2020
Q4 | $2.17M | Sell |
11,978
-291
| -2% | -$52.7K | 0.11% | 196 |
|
|
2020
Q3 | $1.52M | Sell |
12,269
-1,395
| -10% | -$173K | 0.09% | 233 |
|
|
2020
Q2 | $1.52M | Sell |
13,664
-4,848
| -26% | -$541K | 0.09% | 219 |
|
|
2020
Q1 | $1.79M | Buy |
18,512
+132
| +0.7% | +$12.8K | 0.13% | 159 |
|
|
2019
Q4 | $2.66M | Buy |
+18,380
| New | +$2.66M | 0.16% | 148 |
|