Wealthquest’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 | $519K | Buy |
4,184
+179
| +4% | +$22.2K | 0.04% | 74 |
|
|
2025
Q1 | $395K | Sell |
4,005
-70
| -2% | -$6.91K | 0.03% | 85 |
|
|
2024
Q4 | $454K | Buy |
4,075
+54
| +1% | +$6.01K | 0.04% | 79 |
|
|
2024
Q3 | $378K | Sell |
4,021
-90
| -2% | -$8.46K | 0.03% | 87 |
|
|
2024
Q2 | $408K | Hold |
4,111
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $503K | Buy |
4,111
+23
| +0.6% | +$2.81K | 0.05% | 72 |
|
|
2023
Q4 | $369K | Sell |
4,088
-55
| -1% | -$4.97K | 0.04% | 90 |
|
|
2023
Q3 | $336K | Sell |
4,143
-141
| -3% | -$11.4K | 0.04% | 95 |
|
|
2023
Q2 | $382K | Hold |
4,284
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $429K | Sell |
4,284
-410
| -9% | -$41.1K | 0.06% | 77 |
|
|
2022
Q4 | $408K | Sell |
4,694
-359
| -7% | -$31.2K | 0.05% | 83 |
|
|
2022
Q3 | $476K | Sell |
5,053
-15
| -0.3% | -$1.41K | 0.07% | 77 |
|
|
2022
Q2 | $478K | Sell |
5,068
-147
| -3% | -$13.9K | 0.07% | 76 |
|
|
2022
Q1 | $807K | Hold |
5,215
| – | – | 0.12% | 63 |
|
|
2021
Q4 | $807K | Sell |
5,215
-243
| -4% | -$37.6K | 0.12% | 63 |
|
|
2021
Q3 | $923K | Sell |
5,458
-97
| -2% | -$16.4K | 0.16% | 55 |
|
|
2021
Q2 | $976K | Buy |
5,555
+79
| +1% | +$13.9K | 0.17% | 54 |
|
|
2021
Q1 | $1.01M | Sell |
5,476
-24
| -0.4% | -$4.43K | 0.19% | 52 |
|
|
2020
Q4 | $996K | Buy |
5,500
+286
| +5% | +$51.8K | 0.21% | 44 |
|
|
2020
Q3 | $646K | Hold |
5,214
| – | – | 0.16% | 54 |
|
|
2020
Q2 | $581K | Buy |
+5,214
| New | +$581K | 0.15% | 63 |
|
|
2019
Q4 | $696K | Sell |
4,814
-82
| -2% | -$11.9K | 0.2% | 68 |
|
|
2019
Q3 | $638K | Buy |
4,896
+124
| +3% | +$16.2K | 0.21% | 70 |
|
|
2019
Q2 | $666K | Buy |
4,772
+76
| +2% | +$10.6K | 0.25% | 67 |
|
|
2019
Q1 | $521K | Buy |
4,696
+2
| +0% | +$222 | 0.2% | 76 |
|
|
2018
Q4 | $514K | Buy |
+4,694
| New | +$514K | 0.21% | 75 |
|
|
2015
Q3 | $226K | Buy |
2,945
+29
| +1% | +$2.23K | 0.41% | 39 |
|
|
2015
Q2 | $333K | Sell |
2,916
-604
| -17% | -$69K | 0.49% | 24 |
|
|
2015
Q1 | $369K | Hold |
3,520
| – | – | 0.53% | 25 |
|
|
2014
Q4 | $332K | Buy |
+3,520
| New | +$332K | 0.34% | 31 |
|