BIP 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 | $241K | Sell |
1,944
-1,601
| -45% | -$199K | 0.01% | 236 |
|
|
2025
Q1 | $350K | Buy |
3,545
+137
| +4% | +$13.5K | 0.02% | 187 |
|
|
2024
Q4 | $379K | Buy |
3,408
+133
| +4% | +$14.8K | 0.03% | 180 |
|
|
2024
Q3 | $315K | Buy |
+3,275
| New | +$315K | 0.02% | 178 |
|
|
2024
Q2 | – | Sell |
-2,409
| Closed | -$295K | – | 201 |
|
|
2024
Q1 | $295K | Sell |
2,409
-297
| -11% | -$36.3K | 0.02% | 164 |
|
|
2023
Q4 | $244K | Buy |
+2,706
| New | +$244K | 0.02% | 170 |
|
|
2023
Q3 | – | Sell |
-2,783
| Closed | -$248K | – | 188 |
|
|
2023
Q2 | $248K | Sell |
2,783
-293
| -10% | -$26.2K | 0.02% | 159 |
|
|
2023
Q1 | $308K | Buy |
+3,076
| New | +$308K | 0.03% | 144 |
|