Waterloo Capital’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 | $594K | Buy |
4,790
+1,321
| +38% | +$164K | 0.05% | 241 |
|
|
2025
Q1 | $342K | Buy |
3,469
+331
| +11% | +$32.7K | 0.03% | 299 |
|
|
2024
Q4 | $349K | Buy |
3,138
+97
| +3% | +$10.8K | 0.04% | 280 |
|
|
2024
Q3 | $293K | Sell |
3,041
-2,928
| -49% | -$282K | 0.03% | 298 |
|
|
2024
Q2 | $593K | Sell |
5,969
-1,974
| -25% | -$196K | 0.07% | 202 |
|
|
2024
Q1 | $972K | Buy |
7,943
+1,900
| +31% | +$232K | 0.12% | 152 |
|
|
2023
Q4 | $546K | Buy |
+6,043
| New | +$546K | 0.09% | 198 |
|
|
2020
Q1 | $209K | Buy |
+2,161
| New | +$209K | 0.15% | 142 |
|