Wealthfront Advisers’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 | $17.8M | Buy |
143,743
+24,628
| +21% | +$3.05M | 0.05% | 129 |
|
|
2025
Q1 | $11.8M | Buy |
119,115
+3,298
| +3% | +$326K | 0.03% | 174 |
|
|
2024
Q4 | $12.9M | Buy |
115,817
+20,818
| +22% | +$2.32M | 0.04% | 141 |
|
|
2024
Q3 | $9.14M | Sell |
94,999
-8,184
| -8% | -$787K | 0.03% | 179 |
|
|
2024
Q2 | $10.2M | Buy |
103,183
+2,214
| +2% | +$220K | 0.03% | 150 |
|
|
2024
Q1 | $12.4M | Buy |
100,969
+8,784
| +10% | +$1.07M | 0.04% | 126 |
|
|
2023
Q4 | $8.32M | Buy |
92,185
+52,862
| +134% | +$4.77M | 0.03% | 152 |
|
|
2023
Q3 | $3.19M | Sell |
39,323
-10,171
| -21% | -$824K | 0.01% | 319 |
|
|
2023
Q2 | $4.42M | Sell |
49,494
-46,365
| -48% | -$4.14M | 0.02% | 241 |
|
|
2023
Q1 | $9.6M | Buy |
95,859
+40,736
| +74% | +$4.08M | 0.04% | 119 |
|
|
2022
Q4 | $4.79M | Sell |
55,123
-61,796
| -53% | -$5.37M | 0.02% | 208 |
|
|
2022
Q3 | $11M | Buy |
116,919
+44,271
| +61% | +$4.18M | 0.06% | 83 |
|
|
2022
Q2 | $6.86M | Sell |
72,648
-27,547
| -27% | -$2.6M | 0.03% | 137 |
|
|
2022
Q1 | $13.7M | Sell |
100,195
-17,344
| -15% | -$2.38M | 0.06% | 72 |
|
|
2021
Q4 | $18.2M | Buy |
117,539
+15,798
| +16% | +$2.45M | 0.08% | 58 |
|
|
2021
Q3 | $17.2M | Buy |
101,741
+15,501
| +18% | +$2.62M | 0.08% | 47 |
|
|
2021
Q2 | $15.2M | Sell |
86,240
-4,592
| -5% | -$807K | 0.07% | 46 |
|
|
2021
Q1 | $16.8M | Buy |
90,832
+4,462
| +5% | +$823K | 0.09% | 43 |
|
|
2020
Q4 | $15.6M | Buy |
86,370
+4,066
| +5% | +$737K | 0.09% | 41 |
|
|
2020
Q3 | $10.2M | Buy |
82,304
+6,122
| +8% | +$760K | 0.07% | 50 |
|
|
2020
Q2 | $8.5M | Buy |
76,182
+39,630
| +108% | +$4.42M | 0.07% | 56 |
|
|
2020
Q1 | $3.53M | Sell |
36,552
-28,565
| -44% | -$2.76M | 0.03% | 88 |
|
|
2019
Q4 | $9.42M | Buy |
65,117
+1,813
| +3% | +$262K | 0.07% | 44 |
|
|
2019
Q3 | $8.25M | Sell |
63,304
-4,646
| -7% | -$605K | 0.07% | 50 |
|
|
2019
Q2 | $9.49M | Sell |
67,950
-5,147
| -7% | -$719K | 0.08% | 42 |
|
|
2019
Q1 | $8.12M | Buy |
73,097
+25,318
| +53% | +$2.81M | 0.08% | 46 |
|
|
2018
Q4 | $5.24M | Buy |
+47,779
| New | +$5.24M | 0.06% | 61 |
|