Aspire Capital Advisors’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 | $211K | Buy |
+1,699
| New | +$211K | 0.06% | 98 |
|
2025
Q1 | – | Sell |
-1,811
| Closed | -$202K | – | 94 |
|
2024
Q4 | $202K | Sell |
1,811
-418
| -19% | -$46.6K | 0.06% | 86 |
|
2024
Q3 | $214K | Sell |
2,229
-33
| -1% | -$3.17K | 0.06% | 76 |
|
2024
Q2 | $225K | Sell |
2,262
-879
| -28% | -$87.3K | 0.07% | 70 |
|
2024
Q1 | $384K | Buy |
3,141
+383
| +14% | +$46.9K | 0.13% | 52 |
|
2023
Q4 | $249K | Buy |
+2,758
| New | +$249K | 0.1% | 58 |
|