Triumph 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 | $643K | Sell |
5,184
-680
| -12% | -$84.3K | 0.19% | 128 |
|
|
2025
Q1 | $579K | Buy |
5,864
+209
| +4% | +$20.6K | 0.19% | 140 |
|
|
2024
Q4 | $630K | Sell |
5,655
-2,246
| -28% | -$250K | 0.22% | 118 |
|
|
2024
Q3 | $760K | Buy |
7,901
+3,023
| +62% | +$291K | 0.27% | 92 |
|
|
2024
Q2 | $484K | Buy |
4,878
+70
| +1% | +$6.95K | 0.19% | 129 |
|
|
2024
Q1 | $584K | Sell |
4,808
-2,673
| -36% | -$325K | 0.24% | 101 |
|
|
2023
Q4 | $678K | Buy |
7,481
+367
| +5% | +$33.2K | 0.29% | 79 |
|
|
2023
Q3 | $577K | Buy |
7,114
+2,755
| +63% | +$223K | 0.26% | 90 |
|
|
2023
Q2 | $389K | Buy |
4,359
+459
| +12% | +$41K | 0.18% | 121 |
|
|
2023
Q1 | $391K | Sell |
3,900
-100
| -3% | -$10K | 0.2% | 102 |
|
|
2022
Q4 | $348K | Buy |
4,000
+926
| +30% | +$80.5K | 0.19% | 125 |
|
|
2022
Q3 | $290K | Buy |
3,074
+180
| +6% | +$17K | 0.16% | 132 |
|
|
2022
Q2 | $273K | Buy |
2,894
+241
| +9% | +$22.7K | 0.14% | 153 |
|
|
2022
Q1 | $364K | Sell |
2,653
-126
| -5% | -$17.3K | 0.16% | 132 |
|
|
2021
Q4 | $430K | Buy |
2,779
+1,590
| +134% | +$246K | 0.19% | 115 |
|
|
2021
Q3 | $201K | Buy |
+1,189
| New | +$201K | 0.09% | 181 |
|