Breakwater Investment 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 | $7.32K | Hold |
59
| – | – | ﹤0.01% | 240 |
|
|
2025
Q1 | $5.82K | Hold |
59
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $6.57K | Sell |
59
-7
| -11% | -$779 | ﹤0.01% | 240 |
|
|
2024
Q3 | $6.35K | Sell |
66
-50
| -43% | -$4.81K | ﹤0.01% | 240 |
|
|
2024
Q2 | $11.5K | Buy |
116
+2
| +2% | +$199 | 0.01% | 216 |
|
|
2024
Q1 | $14K | Buy |
+114
| New | +$14K | 0.01% | 199 |
|