Willow Creek Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Buy |
4,485
+345
| +8% | +$40.6K | 0.04% | 106 |
|
|
2025
Q2 | $514K | Buy |
4,140
+1,067
| +35% | +$111K | 0.05% | 98 |
|
|
2025
Q1 | $303K | Sell |
3,073
-271
| -8% | -$29.1K | 0.03% | 124 |
|
|
2024
Q4 | $372K | Buy |
3,344
+124
| +4% | +$13K | 0.04% | 109 |
|
|
2024
Q3 | $310K | Sell |
3,220
-6
| -0.2% | -$552 | 0.03% | 123 |
|
|
2024
Q2 | $320K | Buy |
3,226
+95
| +3% | +$10.2K | 0.04% | 115 |
|
|
2024
Q1 | $383K | Sell |
3,131
-87
| -3% | -$9.09K | 0.04% | 102 |
|
|
2023
Q4 | $291K | Sell |
3,218
-16
| -0.5% | -$1.41K | 0.04% | 116 |
|
|
2023
Q3 | $262K | Sell |
3,234
-152
| -4% | -$13K | 0.04% | 115 |
|
|
2023
Q2 | $302K | Buy |
3,386
+236
| +7% | +$22.4K | 0.04% | 116 |
|
|
2023
Q1 | $315K | Buy |
3,150
+26
| +0.8% | +$2.62K | 0.05% | 101 |
|
|
2022
Q4 | $271K | Sell |
3,124
-210
| -6% | -$20.1K | 0.05% | 103 |
|
|
2022
Q3 | $314K | Buy |
3,334
+754
| +29% | +$80.7K | 0.06% | 86 |
|
|
2022
Q2 | $244K | Buy |
2,580
+334
| +15% | +$37.1K | 0.05% | 106 |
|
|
2022
Q1 | $308K | Sell |
2,246
-14
| -0.6% | -$2.02K | 0.06% | 90 |
|
|
2021
Q4 | $350K | Buy |
2,260
+13
| +0.6% | +$2.1K | 0.07% | 86 |
|
|
2021
Q3 | $380K | Sell |
2,247
-1
| -0% | -$178 | 0.08% | 69 |
|
|
2021
Q2 | $395K | Buy |
2,248
+102
| +5% | +$18.3K | 0.09% | 65 |
|
|
2021
Q1 | $396K | Sell |
2,146
-69
| -3% | -$12.7K | 0.15% | 52 |
|
|
2020
Q4 | $401K | Buy |
2,215
+9
| +0.4% | +$1.29K | 0.15% | 45 |
|
|
2020
Q3 | $274K | Sell |
2,206
-1,739
| -44% | -$217K | 0.11% | 62 |
|
|
2020
Q2 | $440K | Sell |
3,945
-468
| -11% | -$51.7K | 0.2% | 37 |
|
|
2020
Q1 | $426K | Buy |
4,413
+152
| +4% | +$19.2K | 0.21% | 34 |
|
|
2019
Q4 | $616K | Sell |
4,261
-3,140
| -42% | -$438K | 0.28% | 32 |
|
|
2019
Q3 | $964K | Buy |
7,401
+256
| +4% | +$35.4K | 0.45% | 23 |
|
|
2019
Q2 | $998K | Hold |
7,145
| – | – | 0.48% | 22 |
|
|
2019
Q1 | $793K | Hold |
7,145
| – | – | 0.4% | 26 |
|
|
2018
Q4 | $783K | Sell |
7,145
-81
| -1% | -$9.21K | 0.42% | 24 |
|
|
2018
Q3 | $845K | Buy |
7,226
+16
| +0.2% | +$1.78K | 0.47% | 24 |
|
|
2018
Q2 | $756K | Sell |
7,210
-400
| -5% | -$40.9K | 0.43% | 24 |
|
|
2018
Q1 | $764K | Buy |
+7,610
| New | +$809K | 0.41% | 26 |
|
Other funds holding DIS
