Tradewinds 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 | $342K | Hold |
2,754
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $272K | Sell |
2,754
-237
| -8% | -$23.4K | 0.07% | 82 |
|
|
2024
Q4 | $333K | Buy |
2,991
+211
| +8% | +$23.5K | 0.09% | 85 |
|
|
2024
Q3 | $267K | Hold |
2,780
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $276K | Buy |
2,780
+6
| +0.2% | +$596 | 0.08% | 66 |
|
|
2024
Q1 | $339K | Hold |
2,774
| – | – | 0.09% | 56 |
|
|
2023
Q4 | $250K | Sell |
2,774
-100
| -3% | -$9.03K | 0.1% | 45 |
|
|
2023
Q3 | $233K | Hold |
2,874
| – | – | 0.08% | 46 |
|
|
2023
Q2 | $257K | Sell |
2,874
-65
| -2% | -$5.8K | 0.08% | 48 |
|
|
2023
Q1 | $294K | Sell |
2,939
-127
| -4% | -$12.7K | 0.09% | 40 |
|
|
2022
Q4 | $266K | Hold |
3,066
| – | – | 0.12% | 36 |
|
|
2022
Q3 | $289K | Sell |
3,066
-4,300
| -58% | -$405K | 0.12% | 40 |
|
|
2022
Q2 | $695K | Buy |
7,366
+1,204
| +20% | +$114K | 0.26% | 20 |
|
|
2022
Q1 | $845K | Sell |
6,162
-374
| -6% | -$51.3K | 0.14% | 52 |
|
|
2021
Q4 | $1.01M | Buy |
6,536
+391
| +6% | +$60.5K | 0.16% | 53 |
|
|
2021
Q3 | $1.04M | Sell |
6,145
-50
| -0.8% | -$8.45K | 0.18% | 50 |
|
|
2021
Q2 | $1.09M | Sell |
6,195
-107
| -2% | -$18.8K | 0.2% | 47 |
|
|
2021
Q1 | $1.16M | Buy |
6,302
+101
| +2% | +$18.6K | 0.23% | 42 |
|
|
2020
Q4 | $1.12M | Buy |
6,201
+165
| +3% | +$29.9K | 0.24% | 39 |
|
|
2020
Q3 | $749K | Sell |
6,036
-171
| -3% | -$21.2K | 0.18% | 44 |
|
|
2020
Q2 | $692K | Buy |
6,207
+475
| +8% | +$53K | 0.18% | 40 |
|
|
2020
Q1 | $554K | Sell |
5,732
-40
| -0.7% | -$3.87K | 0.17% | 43 |
|
|
2019
Q4 | $835K | Buy |
5,772
+505
| +10% | +$73.1K | 0.26% | 39 |
|
|
2019
Q3 | $686K | Buy |
5,267
+553
| +12% | +$72K | 0.27% | 35 |
|
|
2019
Q2 | $658K | Sell |
4,714
-266
| -5% | -$37.1K | 0.27% | 37 |
|
|
2019
Q1 | $553K | Buy |
4,980
+64
| +1% | +$7.11K | 0.2% | 56 |
|
|
2018
Q4 | $539K | Sell |
4,916
-305
| -6% | -$33.4K | 0.27% | 50 |
|
|
2018
Q3 | $611K | Buy |
5,221
+201
| +4% | +$23.5K | 0.23% | 50 |
|
|
2018
Q2 | $526K | Sell |
5,020
-137
| -3% | -$14.4K | 0.22% | 52 |
|
|
2018
Q1 | $518K | Buy |
5,157
+83
| +2% | +$8.34K | 0.23% | 54 |
|
|
2017
Q4 | $545K | Buy |
5,074
+2
| +0% | +$215 | 0.27% | 51 |
|
|
2017
Q3 | $500K | Sell |
5,072
-140
| -3% | -$13.8K | 0.26% | 55 |
|
|
2017
Q2 | $554K | Buy |
5,212
+92
| +2% | +$9.78K | 0.29% | 50 |
|
|
2017
Q1 | $581K | Sell |
5,120
-986
| -16% | -$112K | 0.37% | 48 |
|
|
2016
Q4 | $636K | Sell |
6,106
-304
| -5% | -$31.7K | 0.42% | 44 |
|
|
2016
Q3 | $595K | Buy |
6,410
+3
| +0% | +$278 | 0.42% | 44 |
|
|
2016
Q2 | $627K | Sell |
6,407
-4
| -0.1% | -$391 | 0.45% | 47 |
|
|
2016
Q1 | $637K | Sell |
6,411
-4
| -0.1% | -$397 | 0.43% | 49 |
|
|
2015
Q4 | $674K | Buy |
6,415
+114
| +2% | +$12K | 0.49% | 43 |
|
|
2015
Q3 | $644K | Buy |
6,301
+93
| +1% | +$9.51K | 0.5% | 42 |
|
|
2015
Q2 | $709K | Sell |
6,208
-121
| -2% | -$13.8K | 0.5% | 42 |
|
|
2015
Q1 | $664K | Buy |
6,329
+5
| +0.1% | +$525 | 0.49% | 43 |
|
|
2014
Q4 | $596K | Sell |
6,324
-1,187
| -16% | -$112K | 0.43% | 46 |
|
|
2014
Q3 | $669K | Hold |
7,511
| – | – | 0.51% | 38 |
|
|
2014
Q2 | $644K | Buy |
7,511
+125
| +2% | +$10.7K | 0.49% | 42 |
|
|
2014
Q1 | $591K | Buy |
7,386
+84
| +1% | +$6.72K | 0.48% | 44 |
|
|
2013
Q4 | $558K | Buy |
+7,302
| New | +$558K | 0.46% | 42 |
|