VIM
Vista Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
21,960
+306
| +1% | +$37.9K | 1.01% | 28 |
|
|
2025
Q1 | $2.14M | Sell |
21,654
-222
| -1% | -$21.9K | 0.84% | 33 |
|
|
2024
Q4 | $2.44M | Sell |
21,876
-244
| -1% | -$27.2K | 0.92% | 33 |
|
|
2024
Q3 | $2.13M | Buy |
22,120
+1,461
| +7% | +$141K | 0.8% | 36 |
|
|
2024
Q2 | $2.05M | Sell |
20,659
-2,876
| -12% | -$286K | 0.83% | 38 |
|
|
2024
Q1 | $2.88M | Buy |
23,535
+9,794
| +71% | +$1.2M | 1.17% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
13,741
+1,072
| +8% | +$96.8K | 0.58% | 55 |
|
|
2023
Q3 | $1.03M | Buy |
12,669
+1,261
| +11% | +$102K | 0.54% | 61 |
|
|
2023
Q2 | $1.02M | Buy |
11,408
+283
| +3% | +$25.3K | 0.52% | 61 |
|
|
2023
Q1 | $1.11M | Buy |
11,125
+373
| +3% | +$37.3K | 0.59% | 56 |
|
|
2022
Q4 | $934K | Buy |
10,752
+210
| +2% | +$18.2K | 0.53% | 65 |
|
|
2022
Q3 | $994K | Buy |
10,542
+396
| +4% | +$37.3K | 0.61% | 55 |
|
|
2022
Q2 | $958K | Buy |
10,146
+1,831
| +22% | +$173K | 0.58% | 57 |
|
|
2022
Q1 | $1.14M | Buy |
8,315
+798
| +11% | +$109K | 0.62% | 53 |
|
|
2021
Q4 | $1.16M | Buy |
7,517
+591
| +9% | +$91.5K | 0.63% | 54 |
|
|
2021
Q3 | $1.17M | Sell |
6,926
-69
| -1% | -$11.7K | 0.69% | 51 |
|
|
2021
Q2 | $1.23M | Sell |
6,995
-9
| -0.1% | -$1.58K | 0.73% | 48 |
|
|
2021
Q1 | $1.29M | Sell |
7,004
-163
| -2% | -$30.1K | 0.8% | 41 |
|
|
2020
Q4 | $1.3M | Sell |
7,167
-1,705
| -19% | -$309K | 0.87% | 39 |
|
|
2020
Q3 | $1.1M | Sell |
8,872
-232
| -3% | -$28.8K | 0.84% | 40 |
|
|
2020
Q2 | $1.02M | Buy |
9,104
+75
| +0.8% | +$8.36K | 0.87% | 39 |
|
|
2020
Q1 | $872K | Buy |
9,029
+88
| +1% | +$8.5K | 0.89% | 38 |
|
|
2019
Q4 | $1.29M | Sell |
8,941
-120
| -1% | -$17.4K | 0.97% | 37 |
|
|
2019
Q3 | $1.18M | Sell |
9,061
-37
| -0.4% | -$4.82K | 0.97% | 36 |
|
|
2019
Q2 | $1.27M | Sell |
9,098
-23
| -0.3% | -$3.21K | 1.07% | 30 |
|
|
2019
Q1 | $1.01M | Buy |
9,121
+707
| +8% | +$78.5K | 0.89% | 37 |
|
|
2018
Q4 | $923K | Sell |
8,414
-93
| -1% | -$10.2K | 0.95% | 36 |
|
|
2018
Q3 | $995K | Hold |
8,507
| – | – | 0.88% | 41 |
|
|
2018
Q2 | $892K | Buy |
8,507
+738
| +9% | +$77.4K | 0.87% | 43 |
|
|
2018
Q1 | $780K | Buy |
7,769
+87
| +1% | +$8.74K | 0.82% | 47 |
|
|
2017
Q4 | $826K | Buy |
+7,682
| New | +$826K | 0.86% | 41 |
|