Bruce G. Allen Investments’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 | $139K | Buy |
1,123
+94
| +9% | +$11.7K | 0.11% | 114 |
|
|
2025
Q1 | $102K | Sell |
1,029
-74
| -7% | -$7.3K | 0.08% | 139 |
|
|
2024
Q4 | $123K | Buy |
1,103
+48
| +5% | +$5.35K | 0.1% | 125 |
|
|
2024
Q3 | $101K | Buy |
1,055
+54
| +5% | +$5.19K | 0.08% | 153 |
|
|
2024
Q2 | $99.4K | Sell |
1,001
-50
| -5% | -$4.96K | 0.08% | 147 |
|
|
2024
Q1 | $129K | Buy |
1,051
+51
| +5% | +$6.24K | 0.11% | 125 |
|
|
2023
Q4 | $90.3K | Buy |
+1,000
| New | +$90.3K | 0.08% | 164 |
|