Betterment LLC’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
2,225
+91
| +4% | +$11.3K | ﹤0.01% | 442 |
|
|
2025
Q1 | $211K | Buy |
2,134
+1
| +0% | +$99 | ﹤0.01% | 451 |
|
|
2024
Q4 | $238K | Buy |
2,133
+13
| +0.6% | +$1.45K | ﹤0.01% | 415 |
|
|
2024
Q3 | $204K | Sell |
2,120
-115
| -5% | -$11.1K | ﹤0.01% | 420 |
|
|
2024
Q2 | $222K | Buy |
2,235
+210
| +10% | +$20.9K | ﹤0.01% | 381 |
|
|
2024
Q1 | $248K | Buy |
+2,025
| New | +$248K | ﹤0.01% | 332 |
|