TRUE Private Wealth 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 | $471K | Buy |
3,801
+830
| +28% | +$103K | 0.05% | 154 |
|
|
2025
Q1 | $293K | Sell |
2,971
-233
| -7% | -$23K | 0.04% | 188 |
|
|
2024
Q4 | $357K | Sell |
3,204
-5
| -0.2% | -$557 | 0.04% | 161 |
|
|
2024
Q3 | $309K | Sell |
3,209
-1,306
| -29% | -$126K | 0.04% | 167 |
|
|
2024
Q2 | $448K | Sell |
4,515
-630
| -12% | -$62.6K | 0.05% | 172 |
|
|
2024
Q1 | $630K | Buy |
5,145
+383
| +8% | +$46.9K | 0.07% | 140 |
|
|
2023
Q4 | $430K | Sell |
4,762
-177
| -4% | -$16K | 0.05% | 173 |
|
|
2023
Q3 | $400K | Buy |
4,939
+288
| +6% | +$23.3K | 0.06% | 166 |
|
|
2023
Q2 | $415K | Sell |
4,651
-876
| -16% | -$78.2K | 0.06% | 148 |
|
|
2023
Q1 | $553K | Sell |
5,527
-295
| -5% | -$29.5K | 0.08% | 116 |
|
|
2022
Q4 | $506K | Buy |
5,822
+119
| +2% | +$10.3K | 0.08% | 116 |
|
|
2022
Q3 | $538K | Sell |
5,703
-672
| -11% | -$63.4K | 0.08% | 106 |
|
|
2022
Q2 | $601K | Sell |
6,375
-1,426
| -18% | -$134K | 0.09% | 109 |
|
|
2022
Q1 | $906K | Sell |
7,801
-570
| -7% | -$66.2K | 0.13% | 89 |
|
|
2021
Q4 | $1.3M | Buy |
8,371
+316
| +4% | +$48.9K | 0.18% | 77 |
|
|
2021
Q3 | $1.36M | Hold |
8,055
| – | – | 0.2% | 75 |
|
|
2021
Q2 | $1.42M | Sell |
8,055
-183
| -2% | -$32.1K | 0.21% | 74 |
|
|
2021
Q1 | $1.52M | Buy |
8,238
+883
| +12% | +$163K | 0.25% | 64 |
|
|
2020
Q4 | $1.33M | Sell |
7,355
-363
| -5% | -$65.7K | 0.22% | 70 |
|
|
2020
Q3 | $957K | Sell |
7,718
-428
| -5% | -$53.1K | 0.16% | 79 |
|
|
2020
Q2 | $908K | Sell |
8,146
-194
| -2% | -$21.6K | 0.17% | 82 |
|
|
2020
Q1 | $805K | Sell |
8,340
-1,901
| -19% | -$183K | 0.17% | 74 |
|
|
2019
Q4 | $1.49M | Buy |
10,241
+1,418
| +16% | +$206K | 0.23% | 62 |
|
|
2019
Q3 | $1.15M | Buy |
8,823
+265
| +3% | +$34.5K | 0.2% | 69 |
|
|
2019
Q2 | $1.2M | Sell |
8,558
-417
| -5% | -$58.2K | 0.2% | 69 |
|
|
2019
Q1 | $996K | Sell |
8,975
-10,804
| -55% | -$1.2M | 0.19% | 81 |
|
|
2018
Q4 | $2.19M | Buy |
19,779
+8,327
| +73% | +$920K | 0.39% | 50 |
|
|
2018
Q3 | $1.34M | Buy |
11,452
+162
| +1% | +$18.9K | 0.19% | 85 |
|
|
2018
Q2 | $1.18M | Buy |
11,290
+703
| +7% | +$73.7K | 0.19% | 85 |
|
|
2018
Q1 | $1.06M | Sell |
10,587
-21
| -0.2% | -$2.11K | 0.18% | 83 |
|
|
2017
Q4 | $1.15M | Buy |
10,608
+5,101
| +93% | +$551K | 0.2% | 73 |
|
|
2017
Q3 | $542K | Sell |
5,507
-2,775
| -34% | -$273K | 0.12% | 80 |
|
|
2017
Q2 | $879K | Buy |
8,282
+270
| +3% | +$28.7K | 0.2% | 66 |
|
|
2017
Q1 | $901K | Sell |
8,012
-426
| -5% | -$47.9K | 0.21% | 65 |
|
|
2016
Q4 | $939K | Buy |
8,438
+597
| +8% | +$66.4K | 0.23% | 59 |
|
|
2016
Q3 | $714K | Buy |
7,841
+353
| +5% | +$32.1K | 0.23% | 64 |
|
|
2016
Q2 | $732K | Sell |
7,488
-67
| -0.9% | -$6.55K | 0.24% | 58 |
|
|
2016
Q1 | $750K | Sell |
7,555
-173
| -2% | -$17.2K | 0.29% | 50 |
|
|
2015
Q4 | $812K | Buy |
+7,728
| New | +$812K | 0.36% | 44 |
|