Valley Wealth Managers’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 | $40.3K | Hold |
325
| – | – | ﹤0.01% | 209 |
|
|
2025
Q1 | $32.1K | Hold |
325
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $36.2K | Hold |
325
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $31.3K | Sell |
325
-521
| -62% | -$50.1K | ﹤0.01% | 237 |
|
|
2024
Q2 | $84K | Buy |
846
+521
| +160% | +$51.7K | 0.01% | 202 |
|
|
2024
Q1 | $39.8K | Sell |
325
-200
| -38% | -$24.5K | ﹤0.01% | 223 |
|
|
2023
Q4 | $47.4K | Hold |
525
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $42.6K | Sell |
525
-410
| -44% | -$33.2K | ﹤0.01% | 226 |
|
|
2023
Q2 | $83.5K | Sell |
935
-527
| -36% | -$47.1K | 0.01% | 187 |
|
|
2023
Q1 | $146K | Sell |
1,462
-969
| -40% | -$97K | 0.01% | 176 |
|
|
2022
Q4 | $211K | Sell |
2,431
-2,299
| -49% | -$200K | 0.02% | 163 |
|
|
2022
Q3 | $446K | Sell |
4,730
-1,256
| -21% | -$118K | 0.04% | 124 |
|
|
2022
Q2 | $565K | Sell |
5,986
-1,724
| -22% | -$163K | 0.05% | 124 |
|
|
2022
Q1 | $1.06M | Sell |
7,710
-513
| -6% | -$70.3K | 0.09% | 106 |
|
|
2021
Q4 | $1.27M | Sell |
8,223
-1,983
| -19% | -$307K | 0.1% | 104 |
|
|
2021
Q3 | $1.73M | Sell |
10,206
-500
| -5% | -$84.6K | 0.15% | 102 |
|
|
2021
Q2 | $1.88M | Buy |
10,706
+267
| +3% | +$46.9K | 0.16% | 102 |
|
|
2021
Q1 | $1.93M | Buy |
10,439
+157
| +2% | +$29K | 0.17% | 98 |
|
|
2020
Q4 | $1.86M | Sell |
10,282
-900
| -8% | -$163K | 0.18% | 96 |
|
|
2020
Q3 | $1.39M | Sell |
11,182
-2,494
| -18% | -$310K | 0.15% | 97 |
|
|
2020
Q2 | $1.53M | Sell |
13,676
-231
| -2% | -$25.8K | 0.17% | 97 |
|
|
2020
Q1 | $1.34M | Sell |
13,907
-941
| -6% | -$90.9K | 0.17% | 91 |
|
|
2019
Q4 | $2.15M | Sell |
14,848
-89
| -0.6% | -$12.9K | 0.21% | 86 |
|
|
2019
Q3 | $1.95M | Buy |
14,937
+174
| +1% | +$22.7K | 0.21% | 86 |
|
|
2019
Q2 | $2.06M | Sell |
14,763
-1,052
| -7% | -$147K | 0.22% | 85 |
|
|
2019
Q1 | $1.76M | Buy |
15,815
+3,886
| +33% | +$431K | 0.19% | 89 |
|
|
2018
Q4 | $1.31M | Buy |
11,929
+1,938
| +19% | +$213K | 0.17% | 84 |
|
|
2018
Q3 | $1.17M | Buy |
9,991
+3,145
| +46% | +$368K | 0.14% | 86 |
|
|
2018
Q2 | $718K | Buy |
6,846
+175
| +3% | +$18.4K | 0.09% | 92 |
|
|
2018
Q1 | $670K | Sell |
6,671
-1,058
| -14% | -$106K | 0.08% | 92 |
|
|
2017
Q4 | $831K | Sell |
7,729
-1,395
| -15% | -$150K | 0.1% | 90 |
|
|
2017
Q3 | $900K | Sell |
9,124
-305
| -3% | -$30.1K | 0.11% | 86 |
|
|
2017
Q2 | $1M | Sell |
9,429
-635
| -6% | -$67.5K | 0.13% | 86 |
|
|
2017
Q1 | $1.14M | Sell |
10,064
-2,053
| -17% | -$233K | 0.15% | 87 |
|
|
2016
Q4 | $1.26M | Sell |
12,117
-790
| -6% | -$82.3K | 0.18% | 85 |
|
|
2016
Q3 | $1.2M | Buy |
12,907
+1,550
| +14% | +$144K | 0.18% | 85 |
|
|
2016
Q2 | $1.11M | Buy |
11,357
+7,617
| +204% | +$745K | 0.17% | 86 |
|
|
2016
Q1 | $371K | Buy |
+3,740
| New | +$371K | 0.06% | 89 |
|