Towercrest 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 | $285K | Hold |
2,298
| – | – | 0.05% | 80 |
|
|
2025
Q1 | $227K | Sell |
2,298
-535
| -19% | -$52.8K | 0.04% | 83 |
|
|
2024
Q4 | $316K | Buy |
2,833
+3
| +0.1% | +$334 | 0.05% | 86 |
|
|
2024
Q3 | $272K | Sell |
2,830
-26
| -0.9% | -$2.5K | 0.04% | 93 |
|
|
2024
Q2 | $284K | Buy |
2,856
+12
| +0.4% | +$1.19K | 0.05% | 93 |
|
|
2024
Q1 | $348K | Sell |
2,844
-2
| -0.1% | -$245 | 0.06% | 85 |
|
|
2023
Q4 | $257K | Sell |
2,846
-1,133
| -28% | -$102K | 0.05% | 93 |
|
|
2023
Q3 | $322K | Buy |
3,979
+40
| +1% | +$3.24K | 0.06% | 83 |
|
|
2023
Q2 | $352K | Buy |
3,939
+224
| +6% | +$20K | 0.07% | 81 |
|
|
2023
Q1 | $372K | Hold |
3,715
| – | – | 0.08% | 70 |
|
|
2022
Q4 | $323K | Buy |
3,715
+175
| +5% | +$15.2K | 0.07% | 71 |
|
|
2022
Q3 | $334K | Buy |
3,540
+1
| +0% | +$94 | 0.08% | 66 |
|
|
2022
Q2 | $334K | Buy |
3,539
+8
| +0.2% | +$755 | 0.07% | 68 |
|
|
2022
Q1 | $484K | Buy |
3,531
+9
| +0.3% | +$1.23K | 0.09% | 62 |
|
|
2021
Q4 | $545K | Hold |
3,522
| – | – | 0.1% | 58 |
|
|
2021
Q3 | $596K | Buy |
3,522
+902
| +34% | +$153K | 0.11% | 57 |
|
|
2021
Q2 | $460K | Buy |
2,620
+53
| +2% | +$9.31K | 0.09% | 61 |
|
|
2021
Q1 | $474K | Sell |
2,567
-15
| -0.6% | -$2.77K | 0.1% | 59 |
|
|
2020
Q4 | $468K | Buy |
+2,582
| New | +$468K | 0.11% | 58 |
|