Viewpoint Capital Management’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 | $504K | Hold |
4,062
| – | – | 0.25% | 65 |
|
|
2025
Q1 | $401K | Sell |
4,062
-7
| -0.2% | -$691 | 0.22% | 76 |
|
|
2024
Q4 | $453K | Hold |
4,069
| – | – | 0.24% | 68 |
|
|
2024
Q3 | $391K | Sell |
4,069
-50
| -1% | -$4.8K | 0.22% | 75 |
|
|
2024
Q2 | $409K | Sell |
4,119
-110
| -3% | -$10.9K | 0.25% | 68 |
|
|
2024
Q1 | $517K | Hold |
4,229
| – | – | 0.33% | 57 |
|
|
2023
Q4 | $382K | Sell |
4,229
-630
| -13% | -$56.9K | 0.27% | 68 |
|
|
2023
Q3 | $394K | Hold |
4,859
| – | – | 0.31% | 58 |
|
|
2023
Q2 | $434K | Sell |
4,859
-1,300
| -21% | -$116K | 0.34% | 55 |
|
|
2023
Q1 | $617K | Sell |
6,159
-175
| -3% | -$17.5K | 0.55% | 46 |
|
|
2022
Q4 | $550K | Buy |
6,334
+250
| +4% | +$21.7K | 0.53% | 45 |
|
|
2022
Q3 | $574K | Sell |
6,084
-75
| -1% | -$7.08K | 0.57% | 43 |
|
|
2022
Q2 | $581K | Buy |
6,159
+610
| +11% | +$57.5K | 0.54% | 46 |
|
|
2022
Q1 | $761K | Sell |
5,549
-380
| -6% | -$52.1K | 0.59% | 41 |
|
|
2021
Q4 | $918K | Buy |
+5,929
| New | +$918K | 0.67% | 40 |
|