Blue Barn 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 | $291K | Buy |
2,344
+165
| +8% | +$20.5K | 0.14% | 112 |
|
|
2025
Q1 | $215K | Buy |
2,179
+48
| +2% | +$4.74K | 0.11% | 139 |
|
|
2024
Q4 | $237K | Buy |
+2,131
| New | +$237K | 0.13% | 121 |
|
|
2024
Q3 | – | Sell |
-2,069
| Closed | -$205K | – | 159 |
|
|
2024
Q2 | $205K | Sell |
2,069
-633
| -23% | -$62.9K | 0.11% | 130 |
|
|
2024
Q1 | $331K | Buy |
2,702
+381
| +16% | +$46.6K | 0.18% | 81 |
|
|
2023
Q4 | $210K | Buy |
+2,321
| New | +$210K | 0.12% | 117 |
|