BlackDiamond 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 | $338K | Buy |
2,735
+69
| +3% | +$8.52K | 0.19% | 99 |
|
|
2025
Q1 | $282K | Sell |
2,666
-304
| -10% | -$32.2K | 0.19% | 105 |
|
|
2024
Q4 | $331K | Sell |
2,970
-158
| -5% | -$17.6K | 0.19% | 110 |
|
|
2024
Q3 | $316K | Buy |
3,128
+143
| +5% | +$14.4K | 0.19% | 116 |
|
|
2024
Q2 | $257K | Buy |
2,985
+136
| +5% | +$11.7K | 0.17% | 118 |
|
|
2024
Q1 | $349K | Sell |
2,849
-437
| -13% | -$53.5K | 0.25% | 91 |
|
|
2023
Q4 | $318K | Buy |
3,286
+104
| +3% | +$10.1K | 0.23% | 94 |
|
|
2023
Q3 | $257K | Sell |
3,182
-80
| -2% | -$6.46K | 0.23% | 96 |
|
|
2023
Q2 | $279K | Sell |
3,262
-212
| -6% | -$18.2K | 0.24% | 98 |
|
|
2023
Q1 | $341K | Buy |
3,474
+556
| +19% | +$54.5K | 0.35% | 70 |
|
|
2022
Q4 | $279K | Buy |
2,918
+137
| +5% | +$13.1K | 0.32% | 79 |
|
|
2022
Q3 | $290K | Sell |
2,781
-58
| -2% | -$6.05K | 0.35% | 73 |
|
|
2022
Q2 | $293K | Buy |
2,839
+918
| +48% | +$94.7K | 0.37% | 79 |
|
|
2022
Q1 | $263K | Sell |
1,921
-26
| -1% | -$3.56K | 0.31% | 89 |
|
|
2021
Q4 | $302K | Buy |
+1,947
| New | +$302K | 0.35% | 89 |
|