WESCAP Management Group’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 | $835K | Sell |
6,735
-306
| -4% | -$37.9K | 0.19% | 67 |
|
|
2025
Q1 | $695K | Hold |
7,041
| – | – | 0.17% | 68 |
|
|
2024
Q4 | $784K | Hold |
7,041
| – | – | 0.19% | 67 |
|
|
2024
Q3 | $677K | Sell |
7,041
-53
| -0.7% | -$5.1K | 0.17% | 65 |
|
|
2024
Q2 | $704K | Buy |
7,094
+40
| +0.6% | +$3.97K | 0.2% | 65 |
|
|
2024
Q1 | $863K | Sell |
7,054
-497
| -7% | -$60.8K | 0.25% | 61 |
|
|
2023
Q4 | $682K | Sell |
7,551
-215
| -3% | -$19.4K | 0.22% | 60 |
|
|
2023
Q3 | $629K | Sell |
7,766
-310
| -4% | -$25.1K | 0.22% | 60 |
|
|
2023
Q2 | $721K | Sell |
8,076
-103
| -1% | -$9.2K | 0.25% | 59 |
|
|
2023
Q1 | $819K | Sell |
8,179
-1,113
| -12% | -$111K | 0.29% | 58 |
|
|
2022
Q4 | $807K | Sell |
9,292
-696
| -7% | -$60.5K | 0.28% | 56 |
|
|
2022
Q3 | $942K | Buy |
9,988
+767
| +8% | +$72.3K | 0.36% | 51 |
|
|
2022
Q2 | $870K | Sell |
9,221
-1,194
| -11% | -$113K | 0.3% | 56 |
|
|
2022
Q1 | $1.43M | Hold |
10,415
| – | – | 0.4% | 50 |
|
|
2021
Q4 | $1.61M | Sell |
10,415
-155
| -1% | -$24K | 0.45% | 47 |
|
|
2021
Q3 | $1.79M | Sell |
10,570
-60
| -0.6% | -$10.1K | 0.52% | 41 |
|
|
2021
Q2 | $1.87M | Buy |
10,630
+45
| +0.4% | +$7.91K | 0.54% | 39 |
|
|
2021
Q1 | $1.95M | Buy |
10,585
+1,845
| +21% | +$340K | 0.54% | 40 |
|
|
2020
Q4 | $1.58M | Sell |
8,740
-270
| -3% | -$48.9K | 0.47% | 43 |
|
|
2020
Q3 | $1.12M | Sell |
9,010
-80
| -0.9% | -$9.92K | 0.37% | 47 |
|
|
2020
Q2 | $1.01M | Buy |
9,090
+151
| +2% | +$16.8K | 0.36% | 49 |
|
|
2020
Q1 | $863K | Sell |
8,939
-246
| -3% | -$23.8K | 0.36% | 49 |
|
|
2019
Q4 | $1.33M | Sell |
9,185
-373
| -4% | -$53.9K | 0.52% | 42 |
|
|
2019
Q3 | $1.25M | Buy |
9,558
+179
| +2% | +$23.3K | 0.51% | 43 |
|
|
2019
Q2 | $1.31M | Sell |
9,379
-450
| -5% | -$62.8K | 0.54% | 40 |
|
|
2019
Q1 | $1.09M | Sell |
9,829
-261
| -3% | -$29K | 0.47% | 44 |
|
|
2018
Q4 | $1.11M | Sell |
10,090
-65
| -0.6% | -$7.13K | 0.53% | 39 |
|
|
2018
Q3 | $1.19M | Sell |
10,155
-2,349
| -19% | -$275K | 0.6% | 40 |
|
|
2018
Q2 | $1.31M | Buy |
12,504
+700
| +6% | +$73.3K | 0.63% | 38 |
|
|
2018
Q1 | $1.19M | Sell |
11,804
-60
| -0.5% | -$6.02K | 0.47% | 45 |
|
|
2017
Q4 | $1.28M | Buy |
11,864
+430
| +4% | +$46.2K | 0.5% | 48 |
|
|
2017
Q3 | $1.13M | Sell |
11,434
-93
| -0.8% | -$9.17K | 0.51% | 42 |
|
|
2017
Q2 | $1.22M | Sell |
11,527
-59
| -0.5% | -$6.27K | 0.58% | 40 |
|
|
2017
Q1 | $1.31M | Sell |
11,586
-2,126
| -16% | -$241K | 0.64% | 39 |
|
|
2016
Q4 | $1.43M | Buy |
13,712
+2,762
| +25% | +$288K | 0.73% | 30 |
|
|
2016
Q3 | $1.02M | Sell |
10,950
-63
| -0.6% | -$5.85K | 0.53% | 37 |
|
|
2016
Q2 | $1.08M | Buy |
11,013
+288
| +3% | +$28.2K | 0.53% | 39 |
|
|
2016
Q1 | $1.07M | Sell |
10,725
-330
| -3% | -$32.8K | 0.54% | 35 |
|
|
2015
Q4 | $1.16M | Buy |
+11,055
| New | +$1.16M | 0.63% | 30 |
|