Zhang Financial’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 | $276K | Buy |
2,225
+18
| +0.8% | +$2.23K | 0.01% | 252 |
|
|
2025
Q1 | $218K | Buy |
2,207
+197
| +10% | +$19.4K | 0.01% | 278 |
|
|
2024
Q4 | $224K | Buy |
+2,010
| New | +$224K | 0.01% | 269 |
|
|
2024
Q3 | – | Sell |
-2,078
| Closed | -$206K | – | 279 |
|
|
2024
Q2 | $206K | Buy |
2,078
+112
| +6% | +$11.1K | 0.01% | 260 |
|
|
2024
Q1 | $241K | Buy |
+1,966
| New | +$241K | 0.02% | 244 |
|
|
2022
Q4 | – | Sell |
-2,156
| Closed | -$203K | – | 232 |
|
|
2022
Q3 | $203K | Sell |
2,156
-2,259
| -51% | -$213K | 0.03% | 206 |
|
|
2022
Q2 | $417K | Buy |
4,415
+457
| +12% | +$43.2K | 0.07% | 146 |
|
|
2022
Q1 | $543K | Buy |
3,958
+580
| +17% | +$79.6K | 0.09% | 127 |
|
|
2021
Q4 | $523K | Sell |
3,378
-53
| -2% | -$8.21K | 0.09% | 116 |
|
|
2021
Q3 | $581K | Buy |
3,431
+1,719
| +100% | +$291K | 0.13% | 82 |
|
|
2021
Q2 | $301K | Buy |
1,712
+9
| +0.5% | +$1.58K | 0.07% | 105 |
|
|
2021
Q1 | $314K | Buy |
1,703
+379
| +29% | +$69.9K | 0.08% | 94 |
|
|
2020
Q4 | $240K | Sell |
1,324
-306
| -19% | -$55.5K | 0.07% | 101 |
|
|
2020
Q3 | $202K | Buy |
+1,630
| New | +$202K | 0.07% | 95 |
|
|
2020
Q1 | – | Sell |
-3,213
| Closed | -$466K | – | 95 |
|
|
2019
Q4 | $466K | Buy |
+3,213
| New | +$466K | 0.18% | 61 |
|
|
2019
Q3 | – | Sell |
-1,809
| Closed | -$253K | – | 88 |
|
|
2019
Q2 | $253K | Buy |
+1,809
| New | +$253K | 0.11% | 75 |
|