Bridgewealth Advisory 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
Q2 | $277K | Buy |
+2,235
| New | +$277K | 0.07% | 92 |
|
|
2025
Q1 | – | Sell |
-4,735
| Closed | -$519K | – | 62 |
|
|
2024
Q4 | $519K | Buy |
4,735
+542
| +13% | +$59.4K | 0.15% | 61 |
|
|
2024
Q3 | $403K | Buy |
4,193
+334
| +9% | +$32.1K | 0.15% | 57 |
|
|
2024
Q2 | $383K | Buy |
3,859
+8
| +0.2% | +$794 | 0.17% | 49 |
|
|
2024
Q1 | $471K | Sell |
3,851
-525
| -12% | -$64.2K | 0.23% | 49 |
|
|
2023
Q4 | $395K | Buy |
4,376
+500
| +13% | +$45.1K | 0.3% | 48 |
|
|
2023
Q3 | $314K | Sell |
3,876
-115
| -3% | -$9.32K | 0.39% | 41 |
|
|
2023
Q2 | $356K | Sell |
3,991
-1
| -0% | -$89 | 0.58% | 34 |
|
|
2023
Q1 | $400K | Buy |
3,992
+275
| +7% | +$27.5K | 0.74% | 31 |
|
|
2022
Q4 | $323K | Buy |
+3,717
| New | +$323K | 0.63% | 32 |
|