WCM
Whitener Capital Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
4,202
-97
| -2% | -$12K | 0.14% | 104 |
|
|
2025
Q1 | $424K | Sell |
4,299
-201
| -4% | -$19.8K | 0.12% | 116 |
|
|
2024
Q4 | $501K | Sell |
4,500
-400
| -8% | -$44.5K | 0.14% | 103 |
|
|
2024
Q3 | $471K | Sell |
4,900
-916
| -16% | -$88.1K | 0.13% | 106 |
|
|
2024
Q2 | $577K | Buy |
5,816
+204
| +4% | +$20.3K | 0.17% | 95 |
|
|
2024
Q1 | $687K | Sell |
5,612
-139
| -2% | -$17K | 0.22% | 82 |
|
|
2023
Q4 | $519K | Sell |
5,751
-218
| -4% | -$19.7K | 0.19% | 92 |
|
|
2023
Q3 | $484K | Sell |
5,969
-366
| -6% | -$29.7K | 0.19% | 87 |
|
|
2023
Q2 | $566K | Hold |
6,335
| – | – | 0.22% | 82 |
|
|
2023
Q1 | $634K | Sell |
6,335
-1,175
| -16% | -$118K | 0.27% | 74 |
|
|
2022
Q4 | $652K | Sell |
7,510
-3,188
| -30% | -$277K | 0.29% | 70 |
|
|
2022
Q3 | $1.01M | Buy |
10,698
+343
| +3% | +$32.4K | 0.48% | 50 |
|
|
2022
Q2 | $977K | Sell |
10,355
-4,697
| -31% | -$443K | 0.44% | 54 |
|
|
2022
Q1 | $2.06M | Buy |
15,052
+255
| +2% | +$35K | 0.78% | 32 |
|
|
2021
Q4 | $2.29M | Buy |
14,797
+1,236
| +9% | +$191K | 0.82% | 32 |
|
|
2021
Q3 | $2.46M | Sell |
13,561
-325
| -2% | -$58.9K | 1.13% | 21 |
|
|
2021
Q2 | $2.44M | Buy |
13,886
+416
| +3% | +$73.1K | 0.97% | 25 |
|
|
2021
Q1 | $2.49M | Sell |
13,470
-91
| -0.7% | -$16.8K | 1.08% | 23 |
|
|
2020
Q4 | $2.46M | Buy |
13,561
+184
| +1% | +$33.3K | 1.12% | 21 |
|
|
2020
Q3 | $1.66M | Buy |
13,377
+3,360
| +34% | +$417K | 0.8% | 34 |
|
|
2020
Q2 | $1.12M | Buy |
10,017
+560
| +6% | +$62.4K | 0.58% | 48 |
|
|
2020
Q1 | $913K | Sell |
9,457
-925
| -9% | -$89.3K | 0.59% | 47 |
|
|
2019
Q4 | $1.5M | Buy |
10,382
+4,200
| +68% | +$607K | 0.78% | 36 |
|
|
2019
Q3 | $805K | Hold |
6,182
| – | – | 0.44% | 57 |
|
|
2019
Q2 | $863K | Buy |
6,182
+2,445
| +65% | +$341K | 0.49% | 52 |
|
|
2019
Q1 | $414K | Buy |
3,737
+366
| +11% | +$40.5K | 0.27% | 84 |
|
|
2018
Q4 | $369K | Buy |
3,371
+991
| +42% | +$108K | 0.27% | 86 |
|
|
2018
Q3 | $278K | Buy |
2,380
+201
| +9% | +$23.5K | 0.18% | 101 |
|
|
2018
Q2 | $228K | Sell |
2,179
-100
| -4% | -$10.5K | 0.18% | 114 |
|
|
2018
Q1 | $228K | Buy |
2,279
+29
| +1% | +$2.9K | 0.17% | 108 |
|
|
2017
Q4 | $241K | Buy |
+2,250
| New | +$241K | 0.21% | 101 |
|