Waddell & Associates’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 | $418K | Buy |
3,370
+349
| +12% | +$43.3K | 0.04% | 122 |
|
|
2025
Q1 | $298K | Sell |
3,021
-29
| -1% | -$2.86K | 0.04% | 127 |
|
|
2024
Q4 | $340K | Sell |
3,050
-407
| -12% | -$45.3K | 0.03% | 113 |
|
|
2024
Q3 | $332K | Buy |
3,457
+265
| +8% | +$25.5K | 0.04% | 108 |
|
|
2024
Q2 | $317K | Buy |
3,192
+32
| +1% | +$3.18K | 0.04% | 105 |
|
|
2024
Q1 | $387K | Buy |
3,160
+464
| +17% | +$56.8K | 0.05% | 86 |
|
|
2023
Q4 | $243K | Sell |
2,696
-2,714
| -50% | -$245K | 0.03% | 133 |
|
|
2023
Q3 | $438K | Buy |
5,410
+1,327
| +33% | +$108K | 0.06% | 92 |
|
|
2023
Q2 | $365K | Sell |
4,083
-15
| -0.4% | -$1.34K | 0.05% | 103 |
|
|
2023
Q1 | $410K | Buy |
4,098
+165
| +4% | +$16.5K | 0.06% | 86 |
|
|
2022
Q4 | $342K | Buy |
3,933
+1,447
| +58% | +$126K | 0.06% | 102 |
|
|
2022
Q3 | $234K | Sell |
2,486
-767
| -24% | -$72.2K | 0.05% | 118 |
|
|
2022
Q2 | $307K | Sell |
3,253
-134
| -4% | -$12.6K | 0.06% | 98 |
|
|
2022
Q1 | $465K | Sell |
3,387
-133
| -4% | -$18.3K | 0.07% | 74 |
|
|
2021
Q4 | $545K | Buy |
3,520
+18
| +0.5% | +$2.79K | 0.09% | 64 |
|
|
2021
Q3 | $592K | Sell |
3,502
-25
| -0.7% | -$4.23K | 0.1% | 57 |
|
|
2021
Q2 | $620 | Buy |
+3,527
| New | +$620 | 0.09% | 52 |
|