World Investment 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 | $9.97M | Buy |
80,373
+4,081
| +5% | +$506K | 0.23% | 102 |
|
|
2025
Q1 | $7.53M | Buy |
76,292
+5,614
| +8% | +$554K | 0.2% | 127 |
|
|
2024
Q4 | $7.87M | Buy |
70,678
+12,311
| +21% | +$1.37M | 0.22% | 110 |
|
|
2024
Q3 | $5.61M | Buy |
58,367
+45,615
| +358% | +$4.39M | 0.18% | 139 |
|
|
2024
Q2 | $1.27M | Buy |
12,752
+10,722
| +528% | +$1.06M | 0.08% | 231 |
|
|
2024
Q1 | $286K | Sell |
2,030
-1,101
| -35% | -$155K | 0.04% | 314 |
|
|
2023
Q4 | $283K | Buy |
+3,131
| New | +$283K | 0.04% | 319 |
|
|
2022
Q3 | – | Sell |
-1,928
| Closed | -$210K | – | 249 |
|
|
2022
Q2 | $210K | Sell |
1,928
-295
| -13% | -$32.1K | 0.04% | 247 |
|
|
2022
Q1 | $305K | Buy |
2,223
+140
| +7% | +$19.2K | 0.06% | 199 |
|
|
2021
Q4 | $317K | Sell |
2,083
-17
| -0.8% | -$2.59K | 0.07% | 198 |
|
|
2021
Q3 | $355K | Sell |
2,100
-12
| -0.6% | -$2.03K | 0.08% | 168 |
|
|
2021
Q2 | $371K | Buy |
2,112
+16
| +0.8% | +$2.81K | 0.08% | 160 |
|
|
2021
Q1 | $374K | Buy |
2,096
+11
| +0.5% | +$1.96K | 0.09% | 152 |
|
|
2020
Q4 | $391K | Buy |
+2,085
| New | +$391K | 0.1% | 142 |
|