Abacus Wealth Partners’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 | $260K | Buy |
2,099
+45
| +2% | +$5.58K | 0.04% | 87 |
|
|
2025
Q1 | $203K | Sell |
2,054
-920
| -31% | -$90.8K | 0.03% | 86 |
|
|
2024
Q4 | $331K | Buy |
2,974
+77
| +3% | +$8.58K | 0.05% | 59 |
|
|
2024
Q3 | $279K | Buy |
2,897
+12
| +0.4% | +$1.15K | 0.04% | 72 |
|
|
2024
Q2 | $286K | Buy |
2,885
+118
| +4% | +$11.7K | 0.05% | 65 |
|
|
2024
Q1 | $339K | Buy |
+2,767
| New | +$339K | 0.06% | 63 |
|
|
2022
Q1 | – | Sell |
-1,805
| Closed | -$280K | – | 101 |
|
|
2021
Q4 | $280K | Sell |
1,805
-23
| -1% | -$3.56K | 0.1% | 83 |
|
|
2021
Q3 | $309K | Sell |
1,828
-493
| -21% | -$83.4K | 0.11% | 77 |
|
|
2021
Q2 | $408K | Sell |
2,321
-22
| -0.9% | -$3.87K | 0.16% | 49 |
|
|
2021
Q1 | $432K | Sell |
2,343
-149
| -6% | -$27.5K | 0.31% | 47 |
|
|
2020
Q4 | $451K | Buy |
+2,492
| New | +$451K | 0.39% | 37 |
|