Austin 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 | $292K | Buy |
+2,450
| New | +$292K | 0.05% | 106 |
|
|
2025
Q1 | – | Sell |
-2,387
| Closed | -$255K | – | 130 |
|
|
2024
Q4 | $255K | Buy |
2,387
+66
| +3% | +$7.06K | 0.05% | 107 |
|
|
2024
Q3 | $217K | Sell |
2,321
-7
| -0.3% | -$655 | 0.05% | 114 |
|
|
2024
Q2 | $225K | Sell |
2,328
-394
| -14% | -$38.1K | 0.05% | 104 |
|
|
2024
Q1 | $280K | Sell |
2,722
-2,563
| -48% | -$264K | 0.07% | 91 |
|
|
2023
Q4 | $590K | Buy |
5,285
+2,984
| +130% | +$333K | 0.16% | 67 |
|
|
2023
Q3 | $221K | Buy |
+2,301
| New | +$221K | 0.07% | 91 |
|