West Family Investments’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 | $755K | Buy |
6,091
+829
| +16% | +$103K | 0.2% | 110 |
|
|
2025
Q1 | $519K | Buy |
5,262
+498
| +10% | +$49.2K | 0.2% | 104 |
|
|
2024
Q4 | $530K | Sell |
4,764
-914
| -16% | -$102K | 0.18% | 113 |
|
|
2024
Q3 | $546K | Buy |
5,678
+988
| +21% | +$95K | 0.19% | 111 |
|
|
2024
Q2 | $466K | Sell |
4,690
-17
| -0.4% | -$1.69K | 0.14% | 118 |
|
|
2024
Q1 | $576K | Buy |
4,707
+294
| +7% | +$36K | 0.18% | 101 |
|
|
2023
Q4 | $398K | Buy |
4,413
+34
| +0.8% | +$3.07K | 0.13% | 122 |
|
|
2023
Q3 | $355K | Buy |
+4,379
| New | +$355K | 0.12% | 129 |
|
|
2022
Q4 | – | Sell |
-7,188
| Closed | -$678K | – | 250 |
|
|
2022
Q3 | $678K | Sell |
7,188
-326
| -4% | -$30.8K | 0.28% | 76 |
|
|
2022
Q2 | $709K | Buy |
+7,514
| New | +$709K | 0.28% | 71 |
|
|
2022
Q1 | – | Sell |
-5,480
| Closed | -$849K | – | 302 |
|
|
2021
Q4 | $849K | Buy |
5,480
+1,183
| +28% | +$183K | 0.23% | 77 |
|
|
2021
Q3 | $727K | Sell |
4,297
-1,367
| -24% | -$231K | 0.19% | 99 |
|
|
2021
Q2 | $996K | Buy |
+5,664
| New | +$996K | 0.27% | 53 |
|