Abound 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 | $90K | Sell |
726
-93
| -11% | -$11.5K | 0.03% | 133 |
|
|
2025
Q1 | $80.8K | Buy |
819
+55
| +7% | +$5.43K | 0.03% | 135 |
|
|
2024
Q4 | $85.1K | Buy |
764
+70
| +10% | +$7.79K | 0.03% | 123 |
|
|
2024
Q3 | $66.7K | Buy |
694
+1
| +0.1% | +$96 | 0.02% | 143 |
|
|
2024
Q2 | $68.8K | Sell |
693
-26
| -4% | -$2.58K | 0.03% | 117 |
|
|
2024
Q1 | $88K | Buy |
719
+57
| +9% | +$6.98K | 0.03% | 98 |
|
|
2023
Q4 | $59.8K | Buy |
662
+3
| +0.5% | +$271 | 0.02% | 130 |
|
|
2023
Q3 | $53.4K | Sell |
659
-61
| -8% | -$4.94K | 0.02% | 124 |
|
|
2023
Q2 | $64.3K | Sell |
720
-53
| -7% | -$4.73K | 0.03% | 108 |
|
|
2023
Q1 | $77.4K | Buy |
773
+141
| +22% | +$14.1K | 0.03% | 93 |
|
|
2022
Q4 | $54.9K | Sell |
632
-360
| -36% | -$31.3K | 0.03% | 109 |
|
|
2022
Q3 | $93.6K | Buy |
+992
| New | +$93.6K | 0.05% | 63 |
|