Accurate 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 | $754K | Buy |
6,201
+2,125
| +52% | +$258K | 0.12% | 192 |
|
|
2025
Q1 | $346K | Sell |
4,076
-171
| -4% | -$14.5K | 0.07% | 255 |
|
|
2024
Q4 | $461K | Buy |
4,247
+467
| +12% | +$50.7K | 0.09% | 215 |
|
|
2024
Q3 | $356K | Buy |
3,780
+708
| +23% | +$66.7K | 0.07% | 262 |
|
|
2024
Q2 | $298K | Sell |
3,072
-429
| -12% | -$41.6K | 0.07% | 235 |
|
|
2024
Q1 | $394K | Buy |
3,501
+308
| +10% | +$34.7K | 0.12% | 172 |
|
|
2023
Q4 | $286K | Sell |
3,193
-252
| -7% | -$22.5K | 0.09% | 205 |
|
|
2023
Q3 | $297K | Buy |
3,445
+544
| +19% | +$46.9K | 0.09% | 194 |
|
|
2023
Q2 | $257K | Sell |
2,901
-1,032
| -26% | -$91.5K | 0.08% | 220 |
|
|
2023
Q1 | $396K | Buy |
3,933
+568
| +17% | +$57.3K | 0.14% | 160 |
|
|
2022
Q4 | $322K | Sell |
3,365
-535
| -14% | -$51.1K | 0.12% | 155 |
|
|
2022
Q3 | $374K | Buy |
3,900
+1,245
| +47% | +$119K | 0.16% | 116 |
|
|
2022
Q2 | $254K | Sell |
2,655
-451
| -15% | -$43.1K | 0.14% | 123 |
|
|
2022
Q1 | $426K | Buy |
3,106
+298
| +11% | +$40.9K | 0.19% | 99 |
|
|
2021
Q4 | $459K | Sell |
2,808
-102
| -4% | -$16.7K | 0.38% | 72 |
|
|
2021
Q3 | $498K | Sell |
2,910
-369
| -11% | -$63.1K | 0.43% | 64 |
|
|
2021
Q2 | $576K | Buy |
+3,279
| New | +$576K | 0.51% | 44 |
|