Atlantic Private Wealth’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 | $31K | Hold |
250
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $24.7K | Hold |
250
| – | – | 0.02% | 149 |
|
|
2024
Q4 | $27.8K | Hold |
250
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $24K | Buy |
+250
| New | +$24K | 0.02% | 123 |
|
|
2024
Q2 | – | Sell |
-112
| Closed | -$13.7K | – | 108 |
|
|
2024
Q1 | $13.7K | Buy |
112
+1
| +0.9% | +$122 | 0.01% | 82 |
|
|
2023
Q4 | $10.1K | Hold |
111
| – | – | 0.01% | 83 |
|
|
2023
Q3 | $9.03K | Hold |
111
| – | – | 0.01% | 82 |
|
|
2023
Q2 | $9.95K | Hold |
111
| – | – | 0.01% | 79 |
|
|
2023
Q1 | $11.2K | Buy |
+111
| New | +$11.2K | 0.01% | 73 |
|