Angeles 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 | $1.27M | Buy |
10,257
+424
| +4% | +$52.6K | 0.09% | 83 |
|
|
2025
Q1 | $971K | Sell |
9,833
-193
| -2% | -$19.1K | 0.08% | 91 |
|
|
2024
Q4 | $1.12M | Buy |
10,026
+1,422
| +17% | +$158K | 0.09% | 81 |
|
|
2024
Q3 | $828K | Sell |
8,604
-515
| -6% | -$49.5K | 0.07% | 100 |
|
|
2024
Q2 | $905K | Buy |
9,119
+818
| +10% | +$81.2K | 0.09% | 80 |
|
|
2024
Q1 | $1.02M | Buy |
8,301
+556
| +7% | +$68K | 0.1% | 69 |
|
|
2023
Q4 | $699K | Sell |
7,745
-1,739
| -18% | -$157K | 0.09% | 88 |
|
|
2023
Q3 | $769K | Buy |
9,484
+1,440
| +18% | +$117K | 0.11% | 72 |
|
|
2023
Q2 | $718K | Sell |
8,044
-403
| -5% | -$36K | 0.1% | 89 |
|
|
2023
Q1 | $846K | Sell |
8,447
-88
| -1% | -$8.81K | 0.13% | 79 |
|
|
2022
Q4 | $742K | Sell |
8,535
-202
| -2% | -$17.6K | 0.13% | 88 |
|
|
2022
Q3 | $824K | Buy |
8,737
+453
| +5% | +$42.7K | 0.16% | 69 |
|
|
2022
Q2 | $782K | Sell |
8,284
-1,276
| -13% | -$120K | 0.16% | 72 |
|
|
2022
Q1 | $1.31M | Buy |
+9,560
| New | +$1.31M | 0.25% | 55 |
|