Tobias Financial Advisors’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 | $207K | Buy |
+1,669
| New | +$207K | 0.04% | 118 |
|
|
2022
Q1 | – | Sell |
-190,289
| Closed | -$29.5M | – | 90 |
|
|
2021
Q4 | $29.5M | Buy |
+190,289
| New | +$29.5M | 2.32% | 17 |
|
|
2021
Q2 | – | Sell |
-1,100
| Closed | -$203K | – | 67 |
|
|
2021
Q1 | $203K | Buy |
+1,100
| New | +$203K | 0.09% | 60 |
|
|
2020
Q1 | – | Sell |
-571
| Closed | -$82K | – | 108 |
|
|
2019
Q4 | $82K | Buy |
+571
| New | +$82K | 0.05% | 74 |
|