WestHill Financial Advisors’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 | $264K | Sell |
2,133
-50
| -2% | -$6.2K | 0.06% | 61 |
|
|
2025
Q1 | $215K | Buy |
2,183
+24
| +1% | +$2.37K | 0.05% | 69 |
|
|
2024
Q4 | $240K | Buy |
+2,159
| New | +$240K | 0.05% | 66 |
|
|
2024
Q2 | – | Sell |
-2,401
| Closed | -$294K | – | 74 |
|
|
2024
Q1 | $294K | Sell |
2,401
-606
| -20% | -$74.1K | 0.07% | 59 |
|
|
2023
Q4 | $271K | Sell |
3,007
-92
| -3% | -$8.31K | 0.07% | 58 |
|
|
2023
Q3 | $251K | Hold |
3,099
| – | – | 0.07% | 52 |
|
|
2023
Q2 | $277K | Sell |
3,099
-37
| -1% | -$3.3K | 0.08% | 47 |
|
|
2023
Q1 | $314K | Sell |
3,136
-113
| -3% | -$11.3K | 0.09% | 42 |
|
|
2022
Q4 | $282K | Buy |
3,249
+5
| +0.2% | +$434 | 0.09% | 49 |
|
|
2022
Q3 | $306K | Buy |
3,244
+600
| +23% | +$56.6K | 0.1% | 44 |
|
|
2022
Q2 | $250K | Hold |
2,644
| – | – | 0.08% | 49 |
|
|
2022
Q1 | $363K | Buy |
2,644
+1,073
| +68% | +$147K | 0.1% | 41 |
|
|
2021
Q4 | $243K | Buy |
1,571
+30
| +2% | +$4.64K | 0.07% | 65 |
|
|
2021
Q3 | $261K | Buy |
+1,541
| New | +$261K | 0.08% | 50 |
|
|
2021
Q1 | $300K | Hold |
1,625
| – | – | 0.11% | 39 |
|
|
2020
Q4 | $294K | Buy |
+1,625
| New | +$294K | 0.12% | 38 |
|