Aviso 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 | $482K | Sell |
3,883
-177
| -4% | -$22K | 0.22% | 93 |
|
|
2025
Q1 | $401K | Sell |
4,060
-79
| -2% | -$7.8K | 0.21% | 96 |
|
|
2024
Q4 | $461K | Buy |
4,139
+277
| +7% | +$30.8K | 0.24% | 92 |
|
|
2024
Q3 | $371K | Sell |
3,862
-407
| -10% | -$39.1K | 0.2% | 103 |
|
|
2024
Q2 | $424K | Sell |
4,269
-695
| -14% | -$69K | 0.25% | 89 |
|
|
2024
Q1 | $607K | Sell |
4,964
-1,794
| -27% | -$220K | 0.38% | 68 |
|
|
2023
Q4 | $610K | Buy |
+6,758
| New | +$610K | 0.44% | 58 |
|