Vanguard 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 | $297K | Sell |
2,397
-200
| -8% | -$24.8K | 0.29% | 71 |
|
|
2025
Q1 | $256K | Buy |
2,597
+151
| +6% | +$14.9K | 0.31% | 75 |
|
|
2024
Q4 | $272K | Sell |
2,446
-800
| -25% | -$89.1K | 0.3% | 75 |
|
|
2024
Q3 | $312K | Sell |
3,246
-249
| -7% | -$23.9K | 0.33% | 67 |
|
|
2024
Q2 | $347K | Sell |
3,495
-540
| -13% | -$53.6K | 0.23% | 88 |
|
|
2024
Q1 | $494K | Sell |
4,035
-2,127
| -35% | -$260K | 0.35% | 67 |
|
|
2023
Q4 | $556K | Sell |
6,162
-2,800
| -31% | -$253K | 0.45% | 52 |
|
|
2023
Q3 | $726K | Sell |
8,962
-3,356
| -27% | -$272K | 0.67% | 33 |
|
|
2023
Q2 | $1.1M | Buy |
12,318
+3,001
| +32% | +$268K | 1% | 20 |
|
|
2023
Q1 | $933K | Buy |
9,317
+2,833
| +44% | +$284K | 0.93% | 23 |
|
|
2022
Q4 | $563K | Sell |
6,484
-1,509
| -19% | -$131K | 0.65% | 45 |
|
|
2022
Q3 | $753K | Buy |
7,993
+1,051
| +15% | +$99K | 0.91% | 24 |
|
|
2022
Q2 | $655K | Sell |
6,942
-601
| -8% | -$56.7K | 0.74% | 33 |
|
|
2022
Q1 | $1.03M | Sell |
7,543
-170
| -2% | -$23.3K | 0.74% | 35 |
|
|
2021
Q4 | $1.19M | Buy |
7,713
+1,125
| +17% | +$174K | 0.86% | 27 |
|
|
2021
Q3 | $1.11K | Buy |
6,588
+2,550
| +63% | +$431 | 0.75% | 29 |
|
|
2021
Q2 | $709K | Sell |
4,038
-174
| -4% | -$30.6K | 0.54% | 52 |
|
|
2021
Q1 | $790K | Sell |
4,212
-51
| -1% | -$9.57K | 0.67% | 39 |
|
|
2020
Q4 | $772K | Buy |
+4,263
| New | +$772K | 0.71% | 35 |
|
|
2020
Q2 | $637K | Buy |
+5,717
| New | +$637K | 0.74% | 37 |
|
|
2019
Q4 | $1.69M | Buy |
11,681
+2,000
| +21% | +$289K | 1.77% | 14 |
|
|
2019
Q3 | $1.26M | Buy |
9,681
+1,764
| +22% | +$230K | 1.47% | 18 |
|
|
2019
Q2 | $1.11M | Buy |
7,917
+1,146
| +17% | +$160K | 1.34% | 20 |
|
|
2019
Q1 | $751K | Buy |
6,771
+966
| +17% | +$107K | 0.94% | 30 |
|
|
2018
Q4 | $636K | Buy |
5,805
+800
| +16% | +$87.6K | 0.95% | 31 |
|
|
2018
Q3 | $585K | Buy |
5,005
+867
| +21% | +$101K | 0.67% | 46 |
|
|
2018
Q2 | $433K | Sell |
4,138
-739
| -15% | -$77.3K | 0.58% | 61 |
|
|
2018
Q1 | $481K | Buy |
4,877
+687
| +16% | +$67.7K | 0.63% | 52 |
|
|
2017
Q4 | $450K | Buy |
+4,190
| New | +$450K | 0.56% | 55 |
|