Truepoint Inc’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 | $331K | Buy |
2,667
+348
| +15% | +$43.2K | 0.01% | 113 |
|
|
2025
Q1 | $229K | Sell |
2,319
-203
| -8% | -$20K | 0.01% | 126 |
|
|
2024
Q4 | $281K | Buy |
2,522
+156
| +7% | +$17.4K | 0.01% | 113 |
|
|
2024
Q3 | $228K | Buy |
2,366
+83
| +4% | +$7.98K | 0.01% | 118 |
|
|
2024
Q2 | $227K | Buy |
2,283
+99
| +5% | +$9.83K | 0.01% | 111 |
|
|
2024
Q1 | $267K | Sell |
2,184
-5,232
| -71% | -$640K | 0.01% | 114 |
|
|
2023
Q4 | $670K | Buy |
7,416
+1,377
| +23% | +$124K | 0.02% | 111 |
|
|
2023
Q3 | $489K | Buy |
6,039
+3,434
| +132% | +$278K | 0.02% | 119 |
|
|
2023
Q2 | $233K | Buy |
+2,605
| New | +$233K | 0.01% | 135 |
|
|
2022
Q2 | – | Sell |
-2,190
| Closed | -$300K | – | 164 |
|
|
2022
Q1 | $300K | Sell |
2,190
-100
| -4% | -$13.7K | 0.01% | 115 |
|
|
2021
Q4 | $355K | Buy |
2,290
+1,020
| +80% | +$158K | 0.02% | 107 |
|
|
2021
Q3 | $215K | Buy |
+1,270
| New | +$215K | 0.01% | 124 |
|