Westside Investment 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 | $651K | Buy |
5,248
+114
| +2% | +$14.1K | 0.12% | 146 |
|
|
2025
Q1 | $507K | Buy |
5,134
+260
| +5% | +$25.7K | 0.11% | 152 |
|
|
2024
Q4 | $543K | Sell |
4,874
-1,245
| -20% | -$139K | 0.11% | 144 |
|
|
2024
Q3 | $587K | Buy |
6,119
+11
| +0.2% | +$1.06K | 0.13% | 143 |
|
|
2024
Q2 | $607K | Sell |
6,108
-660
| -10% | -$65.5K | 0.14% | 138 |
|
|
2024
Q1 | $828K | Sell |
6,768
-2,305
| -25% | -$282K | 0.2% | 116 |
|
|
2023
Q4 | $819K | Sell |
9,073
-3,288
| -27% | -$297K | 0.21% | 113 |
|
|
2023
Q3 | $1M | Sell |
12,361
-1,627
| -12% | -$132K | 0.29% | 89 |
|
|
2023
Q2 | $1.25M | Sell |
13,988
-1,690
| -11% | -$151K | 0.35% | 74 |
|
|
2023
Q1 | $1.56M | Buy |
15,678
+465
| +3% | +$46.2K | 0.46% | 59 |
|
|
2022
Q4 | $315K | Sell |
15,213
-1,471
| -9% | -$30.4K | 0.78% | 31 |
|
|
2022
Q3 | $380K | Sell |
16,684
-500
| -3% | -$11.4K | 0.91% | 25 |
|
|
2022
Q2 | $533K | Sell |
17,184
-1,483
| -8% | -$46K | 1.21% | 18 |
|
|
2022
Q1 | $564K | Buy |
18,667
+1,043
| +6% | +$31.5K | 1.24% | 18 |
|
|
2021
Q4 | $683K | Buy |
17,624
+929
| +6% | +$36K | 1.56% | 10 |
|
|
2021
Q3 | $663K | Buy |
16,695
+92
| +0.6% | +$3.65K | 1.53% | 12 |
|
|
2021
Q2 | $661K | Sell |
16,603
-750
| -4% | -$29.9K | 1.53% | 13 |
|
|
2021
Q1 | $556K | Sell |
17,353
-563
| -3% | -$18K | 1.47% | 13 |
|
|
2020
Q4 | $641K | Sell |
17,916
-74
| -0.4% | -$2.65K | 1.76% | 7 |
|
|
2020
Q3 | $439K | Buy |
17,990
+425
| +2% | +$10.4K | 0.2% | 14 |
|
|
2020
Q2 | $370K | Sell |
17,565
-40,206
| -70% | -$846K | 0.22% | 11 |
|
|
2020
Q1 | $144K | Buy |
+57,771
| New | +$144K | 0.1% | 30 |
|
|
2019
Q2 | $186K | Buy |
+10,126
| New | +$186K | 0.41% | 12 |
|
|
2018
Q4 | $905K | Buy |
8,227
+982
| +14% | +$108K | 0.33% | 52 |
|
|
2018
Q3 | $844K | Sell |
7,245
-41
| -0.6% | -$4.78K | 0.27% | 58 |
|
|
2018
Q2 | $774K | Buy |
7,286
+1,539
| +27% | +$164K | 0.27% | 62 |
|
|
2018
Q1 | $567K | Buy |
5,747
+1,223
| +27% | +$121K | 0.31% | 70 |
|
|
2017
Q4 | $498K | Buy |
4,524
+100
| +2% | +$11K | 0.27% | 80 |
|
|
2017
Q3 | $440K | Buy |
4,424
+2,000
| +83% | +$199K | 0.27% | 86 |
|
|
2017
Q2 | $251K | Sell |
2,424
-550
| -18% | -$57K | 0.16% | 118 |
|
|
2017
Q1 | $336K | Buy |
2,974
+572
| +24% | +$64.6K | 0.16% | 96 |
|
|
2016
Q4 | $263K | Buy |
+2,402
| New | +$263K | 0.18% | 82 |
|