Altus Wealth Group’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 | $619K | Sell |
4,989
-60
| -1% | -$7.44K | 0.27% | 69 |
|
|
2025
Q1 | $498K | Sell |
5,049
-16
| -0.3% | -$1.58K | 0.23% | 79 |
|
|
2024
Q4 | $564K | Sell |
5,065
-47
| -0.9% | -$5.23K | 0.25% | 82 |
|
|
2024
Q3 | $492K | Sell |
5,112
-339
| -6% | -$32.6K | 0.21% | 84 |
|
|
2024
Q2 | $541K | Sell |
5,451
-15
| -0.3% | -$1.49K | 0.27% | 79 |
|
|
2024
Q1 | $669K | Sell |
5,466
-122
| -2% | -$14.9K | 0.34% | 71 |
|
|
2023
Q4 | $505K | Sell |
5,588
-370
| -6% | -$33.4K | 0.28% | 84 |
|
|
2023
Q3 | $483K | Buy |
5,958
+67
| +1% | +$5.43K | 0.31% | 77 |
|
|
2023
Q2 | $526K | Sell |
5,891
-173
| -3% | -$15.4K | 0.32% | 74 |
|
|
2023
Q1 | $607K | Buy |
6,064
+40
| +0.7% | +$4.01K | 0.41% | 63 |
|
|
2022
Q4 | $523K | Buy |
6,024
+456
| +8% | +$39.6K | 0.4% | 66 |
|
|
2022
Q3 | $942K | Hold |
5,568
| – | – | 0.94% | 26 |
|
|
2022
Q2 | $942K | Sell |
5,568
-443
| -7% | -$74.9K | 0.94% | 26 |
|
|
2022
Q1 | $824K | Sell |
6,011
-45
| -0.7% | -$6.17K | 0.68% | 34 |
|
|
2021
Q4 | $938K | Buy |
6,056
+488
| +9% | +$75.6K | 0.77% | 29 |
|
|
2021
Q3 | $942K | Buy |
5,568
+681
| +14% | +$115K | 0.94% | 26 |
|
|
2021
Q2 | $859K | Buy |
4,887
+449
| +10% | +$78.9K | 0.84% | 29 |
|
|
2021
Q1 | $818K | Sell |
4,438
-909
| -17% | -$168K | 0.81% | 31 |
|
|
2020
Q4 | $969K | Buy |
+5,347
| New | +$969K | 0.93% | 20 |
|