44 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 | $1.1M | Sell |
8,873
-1,944
| -18% | -$241K | 0.39% | 88 |
|
|
2025
Q1 | $1.07M | Buy |
10,817
+5,048
| +88% | +$498K | 0.4% | 88 |
|
|
2024
Q4 | $642K | Buy |
+5,769
| New | +$642K | 0.25% | 111 |
|
|
2021
Q4 | – | Sell |
-1,187
| Closed | -$201K | – | 184 |
|
|
2021
Q3 | $201K | Hold |
1,187
| – | – | 0.08% | 174 |
|
|
2021
Q2 | $209K | Sell |
1,187
-104
| -8% | -$18.3K | 0.08% | 169 |
|
|
2021
Q1 | $238K | Buy |
1,291
+80
| +7% | +$14.7K | 0.1% | 146 |
|
|
2020
Q4 | $219K | Buy |
+1,211
| New | +$219K | 0.1% | 146 |
|