Wealth Architects’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 | $456K | Buy |
3,674
+280
| +8% | +$34.7K | 0.05% | 142 |
|
|
2025
Q1 | $335K | Sell |
3,394
-411
| -11% | -$40.6K | 0.04% | 173 |
|
|
2024
Q4 | $424K | Sell |
3,805
-417
| -10% | -$46.4K | 0.05% | 140 |
|
|
2024
Q3 | $406K | Sell |
4,222
-355
| -8% | -$34.2K | 0.05% | 137 |
|
|
2024
Q2 | $454K | Buy |
4,577
+39
| +0.9% | +$3.87K | 0.06% | 128 |
|
|
2024
Q1 | $555K | Buy |
4,538
+24
| +0.5% | +$2.94K | 0.07% | 110 |
|
|
2023
Q4 | $408K | Sell |
4,514
-327
| -7% | -$29.5K | 0.06% | 128 |
|
|
2023
Q3 | $392K | Buy |
4,841
+406
| +9% | +$32.9K | 0.07% | 123 |
|
|
2023
Q2 | $396K | Sell |
4,435
-153
| -3% | -$13.7K | 0.07% | 133 |
|
|
2023
Q1 | $459K | Sell |
4,588
-64
| -1% | -$6.41K | 0.08% | 113 |
|
|
2022
Q4 | $404K | Sell |
4,652
-453
| -9% | -$39.4K | 0.08% | 115 |
|
|
2022
Q3 | $482K | Sell |
5,105
-310
| -6% | -$29.3K | 0.1% | 94 |
|
|
2022
Q2 | $511K | Buy |
5,415
+28
| +0.5% | +$2.64K | 0.1% | 98 |
|
|
2022
Q1 | $739K | Buy |
5,387
+794
| +17% | +$109K | 0.13% | 74 |
|
|
2021
Q4 | $711K | Sell |
4,593
-78
| -2% | -$12.1K | 0.12% | 80 |
|
|
2021
Q3 | $790K | Buy |
4,671
+211
| +5% | +$35.7K | 0.15% | 66 |
|
|
2021
Q2 | $784K | Buy |
4,460
+60
| +1% | +$10.5K | 0.15% | 63 |
|
|
2021
Q1 | $812K | Buy |
4,400
+38
| +0.9% | +$7.01K | 0.18% | 55 |
|
|
2020
Q4 | $790K | Sell |
4,362
-458
| -10% | -$82.9K | 0.18% | 54 |
|
|
2020
Q3 | $598K | Sell |
4,820
-175
| -4% | -$21.7K | 0.16% | 60 |
|
|
2020
Q2 | $557K | Sell |
4,995
-27
| -0.5% | -$3.01K | 0.16% | 63 |
|
|
2020
Q1 | $485K | Buy |
5,022
+210
| +4% | +$20.3K | 0.17% | 59 |
|
|
2019
Q4 | $696K | Buy |
4,812
+516
| +12% | +$74.6K | 0.19% | 47 |
|
|
2019
Q3 | $560K | Sell |
4,296
-204
| -5% | -$26.6K | 0.17% | 54 |
|
|
2019
Q2 | $628K | Buy |
4,500
+138
| +3% | +$19.3K | 0.19% | 52 |
|
|
2019
Q1 | $484K | Buy |
4,362
+1,411
| +48% | +$157K | 0.15% | 62 |
|
|
2018
Q4 | $324K | Sell |
2,951
-17
| -0.6% | -$1.87K | 0.12% | 79 |
|
|
2018
Q3 | $347K | Buy |
2,968
+452
| +18% | +$52.8K | 0.11% | 83 |
|
|
2018
Q2 | $264K | Sell |
2,516
-334
| -12% | -$35K | 0.09% | 100 |
|
|
2018
Q1 | $286K | Sell |
2,850
-75
| -3% | -$7.53K | 0.09% | 92 |
|
|
2017
Q4 | $314K | Buy |
2,925
+19
| +0.7% | +$2.04K | 0.1% | 92 |
|
|
2017
Q3 | $286K | Sell |
2,906
-63
| -2% | -$6.2K | 0.1% | 100 |
|
|
2017
Q2 | $315K | Buy |
2,969
+48
| +2% | +$5.09K | 0.12% | 86 |
|
|
2017
Q1 | $331K | Sell |
2,921
-5
| -0.2% | -$567 | 0.13% | 82 |
|
|
2016
Q4 | $305K | Sell |
2,926
-14
| -0.5% | -$1.46K | 0.14% | 84 |
|
|
2016
Q3 | $272K | Sell |
2,940
-19
| -0.6% | -$1.76K | 0.13% | 89 |
|
|
2016
Q2 | $289K | Sell |
2,959
-48
| -2% | -$4.69K | 0.14% | 87 |
|
|
2016
Q1 | $299K | Sell |
3,007
-282
| -9% | -$28K | 0.15% | 85 |
|
|
2015
Q4 | $346K | Sell |
3,289
-24
| -0.7% | -$2.53K | 0.17% | 81 |
|
|
2015
Q3 | $339K | Sell |
3,313
-867
| -21% | -$88.7K | 0.18% | 80 |
|
|
2015
Q2 | $477K | Buy |
4,180
+866
| +26% | +$98.8K | 0.26% | 58 |
|
|
2015
Q1 | $348K | Sell |
3,314
-178
| -5% | -$18.7K | 0.2% | 66 |
|
|
2014
Q4 | $329K | Buy |
+3,492
| New | +$329K | 0.19% | 68 |
|