West Coast Financial’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 | – | Sell |
-6,099
| Closed | -$602K | – | 37 |
|
|
2025
Q1 | $602K | Sell |
6,099
-92
| -1% | -$9.08K | 0.07% | 93 |
|
|
2024
Q4 | $689K | Sell |
6,191
-506
| -8% | -$56.3K | 0.08% | 92 |
|
|
2024
Q3 | $644K | Sell |
6,697
-418
| -6% | -$40.2K | 0.07% | 96 |
|
|
2024
Q2 | $706K | Buy |
7,115
+965
| +16% | +$95.8K | 0.08% | 86 |
|
|
2024
Q1 | $753K | Sell |
6,150
-404
| -6% | -$49.4K | 0.09% | 83 |
|
|
2023
Q4 | $592K | Sell |
6,554
-65,182
| -91% | -$5.89M | 0.08% | 90 |
|
|
2023
Q3 | $5.81M | Sell |
71,736
-5,711
| -7% | -$463K | 0.87% | 47 |
|
|
2023
Q2 | $6.91M | Sell |
77,447
-1,865
| -2% | -$167K | 0.98% | 30 |
|
|
2023
Q1 | $7.94M | Buy |
79,312
+2,289
| +3% | +$229K | 1.22% | 22 |
|
|
2022
Q4 | $6.69M | Sell |
77,023
-4,702
| -6% | -$409K | 1.13% | 24 |
|
|
2022
Q3 | $7.71M | Buy |
81,725
+2,659
| +3% | +$251K | 1.42% | 17 |
|
|
2022
Q2 | $7.46M | Sell |
79,066
-1,763
| -2% | -$166K | 1.32% | 20 |
|
|
2022
Q1 | $11.1M | Buy |
80,829
+2,056
| +3% | +$282K | 1.7% | 13 |
|
|
2021
Q4 | $12.2M | Buy |
78,773
+10,941
| +16% | +$1.69M | 1.75% | 13 |
|
|
2021
Q3 | $11.5M | Buy |
67,832
+1,432
| +2% | +$242K | 1.85% | 10 |
|
|
2021
Q2 | $11.7M | Buy |
66,400
+379
| +0.6% | +$66.6K | 1.9% | 11 |
|
|
2021
Q1 | $12.2M | Buy |
66,021
+542
| +0.8% | +$100K | 2.12% | 9 |
|
|
2020
Q4 | $11.9M | Sell |
65,479
-397
| -0.6% | -$71.9K | 2.28% | 8 |
|
|
2020
Q3 | $8.17M | Sell |
65,876
-2,332
| -3% | -$289K | 1.85% | 11 |
|
|
2020
Q2 | $7.61M | Buy |
68,208
+989
| +1% | +$110K | 1.85% | 14 |
|
|
2020
Q1 | $6.49M | Buy |
67,219
+1,066
| +2% | +$103K | 1.73% | 22 |
|
|
2019
Q4 | $9.57M | Buy |
66,153
+85
| +0.1% | +$12.3K | 2.04% | 17 |
|
|
2019
Q3 | $8.61M | Buy |
66,068
+660
| +1% | +$86K | 1.95% | 15 |
|
|
2019
Q2 | $9.13M | Sell |
65,408
-1,141
| -2% | -$159K | 2.09% | 13 |
|
|
2019
Q1 | $7.39M | Buy |
66,549
+28,810
| +76% | +$3.2M | 1.74% | 13 |
|
|
2018
Q4 | $4.14M | Buy |
37,739
+596
| +2% | +$65.4K | 1.17% | 30 |
|
|
2018
Q3 | $4.34M | Buy |
37,143
+3,393
| +10% | +$397K | 1% | 36 |
|
|
2018
Q2 | $3.54M | Sell |
33,750
-47
| -0.1% | -$4.93K | 0.98% | 36 |
|
|
2018
Q1 | $3.4M | Sell |
33,797
-271
| -0.8% | -$27.2K | 0.97% | 36 |
|
|
2017
Q4 | $3.66M | Sell |
34,068
-348
| -1% | -$37.4K | 1.03% | 40 |
|
|
2017
Q3 | $3.39M | Buy |
34,416
+2,084
| +6% | +$205K | 0.92% | 40 |
|
|
2017
Q2 | $3.44M | Buy |
32,332
+1,886
| +6% | +$200K | 1.1% | 37 |
|
|
2017
Q1 | $3.45M | Buy |
30,446
+666
| +2% | +$75.5K | 1.1% | 36 |
|
|
2016
Q4 | $3.1M | Buy |
29,780
+26,482
| +803% | +$2.75M | 0.99% | 39 |
|
|
2016
Q3 | $306K | Buy |
3,298
+213
| +7% | +$19.8K | 0.1% | 108 |
|
|
2016
Q2 | $302K | Buy |
3,085
+44
| +1% | +$4.31K | 0.11% | 87 |
|
|
2016
Q1 | $302K | Buy |
3,041
+17
| +0.6% | +$1.69K | 0.12% | 74 |
|
|
2015
Q4 | $318K | Hold |
3,024
| – | – | 0.13% | 78 |
|
|
2015
Q3 | $309K | Buy |
3,024
+14
| +0.5% | +$1.43K | 0.14% | 77 |
|
|
2015
Q2 | $344K | Hold |
3,010
| – | – | 0.15% | 74 |
|
|
2015
Q1 | $316K | Sell |
3,010
-10
| -0.3% | -$1.05K | 0.15% | 76 |
|
|
2014
Q4 | $284K | Hold |
3,020
| – | – | 0.15% | 75 |
|
|
2014
Q3 | $269K | Hold |
3,020
| – | – | 0.15% | 76 |
|
|
2014
Q2 | $259K | Buy |
3,020
+68
| +2% | +$5.83K | 0.14% | 77 |
|
|
2014
Q1 | $236K | Buy |
2,952
+44
| +2% | +$3.52K | 0.12% | 88 |
|
|
2013
Q4 | $222K | Buy |
+2,908
| New | +$222K | 0.11% | 87 |
|