Alterna 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 | – | Sell |
-2,064
| Closed | -$204K | – | 111 |
|
|
2025
Q1 | $204K | Sell |
2,064
-422
| -17% | -$41.7K | 0.15% | 104 |
|
|
2024
Q4 | $277K | Buy |
2,486
+211
| +9% | +$23.5K | 0.23% | 75 |
|
|
2024
Q3 | $219K | Buy |
2,275
+230
| +11% | +$22.1K | 0.2% | 87 |
|
|
2024
Q2 | $203K | Buy |
2,045
+170
| +9% | +$16.9K | 0.18% | 101 |
|
|
2024
Q1 | $229K | Sell |
1,875
-700
| -27% | -$85.7K | 0.19% | 86 |
|
|
2023
Q4 | $232K | Sell |
2,575
-100
| -4% | -$9.03K | 0.28% | 69 |
|
|
2023
Q3 | $217K | Buy |
+2,675
| New | +$217K | 0.28% | 65 |
|
|
2023
Q2 | – | Sell |
-2,322
| Closed | -$233K | – | 113 |
|
|
2023
Q1 | $233K | Sell |
2,322
-65
| -3% | -$6.51K | 0.29% | 71 |
|
|
2022
Q4 | $207K | Buy |
2,387
+100
| +4% | +$8.69K | 0.23% | 87 |
|
|
2022
Q3 | $216K | Buy |
+2,287
| New | +$216K | 0.26% | 63 |
|
|
2022
Q2 | – | Sell |
-2,147
| Closed | -$294K | – | 99 |
|
|
2022
Q1 | $294K | Buy |
2,147
+100
| +5% | +$13.7K | 0.25% | 66 |
|
|
2021
Q4 | $317K | Buy |
+2,047
| New | +$317K | 0.26% | 63 |
|
|
2020
Q4 | $296K | Sell |
1,635
-327
| -17% | -$59.2K | 0.37% | 58 |
|
|
2020
Q3 | $243K | Sell |
1,962
-1,264
| -39% | -$157K | 0.35% | 57 |
|
|
2020
Q2 | $360K | Buy |
+3,226
| New | +$360K | 0.43% | 59 |
|
|
2019
Q1 | – | Sell |
-25,836
| Closed | -$2.75M | – | 170 |
|
|
2018
Q4 | $2.75M | Buy |
+25,836
| New | +$2.75M | 0.45% | 36 |
|