Boomfish Wealth Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,078
| Closed | -$231K | – | 87 |
|
|
2024
Q4 | $231K | Sell |
2,078
-9,504
| -82% | -$1.06M | 0.14% | 86 |
|
|
2024
Q3 | $1.11M | Sell |
11,582
-1,491
| -11% | -$143K | 0.68% | 64 |
|
|
2024
Q2 | $1.3M | Buy |
13,073
+154
| +1% | +$15.3K | 0.84% | 58 |
|
|
2024
Q1 | $1.58M | Sell |
12,919
-480
| -4% | -$58.7K | 1.06% | 38 |
|
|
2023
Q4 | $1.21M | Buy |
+13,399
| New | +$1.21M | 0.87% | 55 |
|