1900 Wealth 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 | $280K | Buy |
2,260
+142
| +7% | +$17.6K | 0.02% | 190 |
|
|
2025
Q1 | $209K | Buy |
2,118
+4
| +0.2% | +$395 | 0.02% | 210 |
|
|
2024
Q4 | $235K | Hold |
2,114
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $203K | Hold |
2,114
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $210K | Hold |
2,114
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $259K | Sell |
2,114
-380
| -15% | -$46.5K | 0.02% | 210 |
|
|
2023
Q4 | $225K | Buy |
+2,494
| New | +$225K | 0.02% | 276 |
|
|
2023
Q3 | – | Sell |
-2,451
| Closed | -$219K | – | 296 |
|
|
2023
Q2 | $219K | Sell |
2,451
-909
| -27% | -$81.1K | 0.02% | 230 |
|
|
2023
Q1 | $292K | Hold |
3,360
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $292K | Hold |
3,360
| – | – | 0.03% | 197 |
|
|
2022
Q3 | $317K | Sell |
3,360
-459
| -12% | -$43.3K | 0.04% | 182 |
|
|
2022
Q2 | $360K | Sell |
3,819
-466
| -11% | -$43.9K | 0.04% | 176 |
|
|
2022
Q1 | $588K | Sell |
4,285
-50
| -1% | -$6.86K | 0.06% | 155 |
|
|
2021
Q4 | $671K | Buy |
4,335
+437
| +11% | +$67.6K | 0.06% | 153 |
|
|
2021
Q3 | $659K | Hold |
3,898
| – | – | 0.06% | 148 |
|
|
2021
Q2 | $685K | Buy |
3,898
+40
| +1% | +$7.03K | 0.07% | 136 |
|
|
2021
Q1 | $712 | Buy |
3,858
+1,277
| +49% | +$236 | 0.05% | 113 |
|
|
2020
Q4 | $468K | Buy |
+2,581
| New | +$468K | 0.05% | 106 |
|