Westend Capital Management’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 | $124 | Hold |
1
| – | – | ﹤0.01% | 222 |
|
|
2025
Q1 | $99 | Hold |
1
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $111 | Hold |
1
| – | – | ﹤0.01% | 218 |
|
|
2024
Q3 | $96 | Hold |
1
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $98 | Sell |
1
-51
| -98% | -$5K | ﹤0.01% | 221 |
|
|
2024
Q1 | $6.36K | Buy |
+52
| New | +$6.36K | ﹤0.01% | 150 |
|
|
2016
Q3 | $3.2M | Sell |
34,431
-25
| -0.1% | -$2.32K | 4.47% | 3 |
|
|
2016
Q2 | $3.37M | Sell |
34,456
-875
| -2% | -$85.6K | 4.88% | 2 |
|
|
2016
Q1 | $3.51M | Sell |
35,331
-146
| -0.4% | -$14.5K | 4.8% | 3 |
|
|
2015
Q4 | $3.73M | Buy |
35,477
+195
| +0.6% | +$20.5K | 5.11% | 3 |
|
|
2015
Q3 | $3.82M | Sell |
35,282
-346
| -1% | -$37.5K | 4.85% | 2 |
|
|
2015
Q2 | $4.12M | Buy |
35,628
+331
| +0.9% | +$38.3K | 4.8% | 3 |
|
|
2015
Q1 | $3.77M | Sell |
35,297
-3,876
| -10% | -$414K | 4.45% | 2 |
|
|
2014
Q4 | $3.69M | Sell |
39,173
-9,175
| -19% | -$864K | 4.26% | 3 |
|
|
2014
Q3 | $4.05M | Buy |
48,348
+28,111
| +139% | +$2.36M | 4.42% | 4 |
|
|
2014
Q2 | $1.74M | Buy |
20,237
+7,834
| +63% | +$672K | 2.07% | 20 |
|
|
2014
Q1 | $963K | Sell |
12,403
-1,662
| -12% | -$129K | 1.14% | 37 |
|
|
2013
Q4 | $1.08M | Buy |
+14,065
| New | +$1.08M | 1.15% | 31 |
|
|
2013
Q2 | $1.11M | Buy |
+17,499
| New | +$1.11M | 1.15% | 36 |
|