Wealthspire Advisors (New York)’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 | $2.4M | Sell |
19,334
-42,214
| -69% | -$5.23M | 0.01% | 253 |
|
|
2025
Q1 | $6.07M | Buy |
61,548
+35,542
| +137% | +$3.51M | 0.04% | 148 |
|
|
2024
Q4 | $2.9M | Buy |
26,006
+974
| +4% | +$108K | 0.03% | 194 |
|
|
2024
Q3 | $2.41M | Buy |
25,032
+2,208
| +10% | +$212K | 0.02% | 220 |
|
|
2024
Q2 | $2.27M | Sell |
22,824
-1,407
| -6% | -$140K | 0.03% | 192 |
|
|
2024
Q1 | $2.96M | Buy |
24,231
+2
| +0% | +$245 | 0.04% | 152 |
|
|
2023
Q4 | $2.19M | Buy |
24,229
+128
| +0.5% | +$11.6K | 0.03% | 179 |
|
|
2023
Q3 | $1.95M | Buy |
24,101
+2,255
| +10% | +$183K | 0.03% | 176 |
|
|
2023
Q2 | $1.95M | Sell |
21,846
-651
| -3% | -$58.1K | 0.03% | 154 |
|
|
2023
Q1 | $2.25M | Sell |
22,497
-2,418
| -10% | -$242K | 0.04% | 137 |
|
|
2022
Q4 | $2.16M | Buy |
24,915
+2,720
| +12% | +$236K | 0.04% | 144 |
|
|
2022
Q3 | $2.09M | Sell |
22,195
-1,666
| -7% | -$157K | 0.04% | 139 |
|
|
2022
Q2 | $2.25M | Buy |
23,861
+2,152
| +10% | +$203K | 0.05% | 134 |
|
|
2022
Q1 | $2.98M | Sell |
21,709
-1,663
| -7% | -$228K | 0.07% | 101 |
|
|
2021
Q4 | $3.62M | Sell |
23,372
-4,586
| -16% | -$710K | 0.08% | 96 |
|
|
2021
Q3 | $4.73M | Buy |
27,958
+7,255
| +35% | +$1.23M | 0.1% | 97 |
|
|
2021
Q2 | $3.64M | Sell |
20,703
-19,409
| -48% | -$3.41M | 0.1% | 77 |
|
|
2021
Q1 | $7.4M | Buy |
40,112
+9,864
| +33% | +$1.82M | 0.18% | 68 |
|
|
2020
Q4 | $5.48M | Buy |
30,248
+18,653
| +161% | +$3.38M | 0.16% | 71 |
|
|
2020
Q3 | $1.44M | Buy |
11,595
+718
| +7% | +$89.1K | 0.09% | 102 |
|
|
2020
Q2 | $1.21M | Sell |
10,877
-31,890
| -75% | -$3.56M | 0.08% | 97 |
|
|
2020
Q1 | $4.13M | Buy |
42,767
+36,595
| +593% | +$3.53M | 0.17% | 73 |
|
|
2019
Q4 | $893K | Buy |
6,172
+1,557
| +34% | +$225K | 0.07% | 67 |
|
|
2019
Q3 | $601K | Buy |
+4,615
| New | +$601K | 0.05% | 75 |
|
|
2019
Q1 | – | Sell |
-1,277
| Closed | -$140K | – | 237 |
|
|
2018
Q4 | $140K | Buy |
+1,277
| New | +$140K | 0.01% | 89 |
|