U.S. Capital 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 | $3.87M | Sell |
31,175
-10,794
| -26% | -$1.34M | 0.11% | 197 |
|
|
2025
Q1 | $4.14M | Buy |
41,969
+11,468
| +38% | +$1.13M | 0.13% | 169 |
|
|
2024
Q4 | $3.4M | Buy |
30,501
+10,593
| +53% | +$1.18M | 0.11% | 200 |
|
|
2024
Q3 | $1.91M | Buy |
19,908
+3,588
| +22% | +$345K | 0.07% | 253 |
|
|
2024
Q2 | $1.62M | Buy |
16,320
+1,332
| +9% | +$132K | 0.06% | 273 |
|
|
2024
Q1 | $1.83M | Sell |
14,988
-829
| -5% | -$101K | 0.07% | 249 |
|
|
2023
Q4 | $1.43M | Sell |
15,817
-939
| -6% | -$84.8K | 0.06% | 278 |
|
|
2023
Q3 | $1.36M | Sell |
16,756
-17,258
| -51% | -$1.4M | 0.06% | 265 |
|
|
2023
Q2 | $3.04M | Sell |
34,014
-753
| -2% | -$67.2K | 0.14% | 144 |
|
|
2023
Q1 | $3.48M | Sell |
34,767
-2,710
| -7% | -$271K | 0.16% | 125 |
|
|
2022
Q4 | $3.26M | Buy |
37,477
+4,348
| +13% | +$378K | 0.15% | 137 |
|
|
2022
Q3 | $3.13M | Sell |
33,129
-1,778
| -5% | -$168K | 0.16% | 136 |
|
|
2022
Q2 | $3.3M | Sell |
34,907
-7,460
| -18% | -$704K | 0.14% | 145 |
|
|
2022
Q1 | $5.81M | Buy |
42,367
+2,633
| +7% | +$361K | 0.21% | 100 |
|
|
2021
Q4 | $6.15M | Buy |
39,734
+8,451
| +27% | +$1.31M | 0.24% | 95 |
|
|
2021
Q3 | $5.29M | Buy |
+31,283
| New | +$5.29M | 0.23% | 108 |
|