Adamsbrown Wealth Consultants’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 | $293K | Buy |
2,365
+20
| +0.9% | +$2.48K | 0.09% | 81 |
|
|
2025
Q1 | $231K | Buy |
2,345
+31
| +1% | +$3.06K | 0.07% | 91 |
|
|
2024
Q4 | $258K | Buy |
2,314
+122
| +6% | +$13.6K | 0.09% | 84 |
|
|
2024
Q3 | $211K | Sell |
2,192
-14
| -0.6% | -$1.35K | 0.07% | 90 |
|
|
2024
Q2 | $219K | Buy |
2,206
+48
| +2% | +$4.77K | 0.09% | 77 |
|
|
2024
Q1 | $264K | Buy |
+2,158
| New | +$264K | 0.11% | 68 |
|
|
2023
Q3 | – | Sell |
-2,242
| Closed | -$200K | – | 83 |
|
|
2023
Q2 | $200K | Sell |
2,242
-19
| -0.8% | -$1.7K | 0.11% | 73 |
|
|
2023
Q1 | $226K | Buy |
+2,261
| New | +$226K | 0.13% | 67 |
|
|
2022
Q4 | – | Sell |
-2,290
| Closed | -$216K | – | 77 |
|
|
2022
Q3 | $216K | Hold |
2,290
| – | – | 0.16% | 70 |
|
|
2022
Q2 | $216K | Sell |
2,290
-114
| -5% | -$10.8K | 0.17% | 78 |
|
|
2022
Q1 | $330K | Buy |
2,404
+37
| +2% | +$5.08K | 0.26% | 66 |
|
|
2021
Q4 | $367K | Buy |
+2,367
| New | +$367K | 0.33% | 51 |
|