Carolinas Wealth Consulting’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 | – | Sell |
-9,854
| Closed | -$284K | – | 233 |
|
|
2025
Q1 | $284K | Buy |
9,854
+202
| +2% | +$5.82K | 0.06% | 151 |
|
|
2024
Q4 | $298K | Buy |
9,652
+15
| +0.2% | +$463 | 0.06% | 147 |
|
|
2024
Q3 | $256K | Buy |
9,637
+215
| +2% | +$5.71K | 0.05% | 164 |
|
|
2024
Q2 | $269K | Sell |
9,422
-147
| -2% | -$4.2K | 0.05% | 150 |
|
|
2024
Q1 | $348K | Sell |
9,569
-71
| -0.7% | -$2.59K | 0.07% | 128 |
|
|
2023
Q4 | $266K | Buy |
9,640
+150
| +2% | +$4.14K | 0.06% | 131 |
|
|
2023
Q3 | $228K | Sell |
9,490
-2,092
| -18% | -$50.3K | 0.06% | 135 |
|
|
2023
Q2 | $436K | Buy |
11,582
+406
| +4% | +$15.3K | 0.09% | 111 |
|
|
2023
Q1 | $447K | Sell |
11,176
-4,014
| -26% | -$161K | 0.1% | 112 |
|
|
2022
Q4 | $401K | Sell |
15,190
-17
| -0.1% | -$449 | 0.09% | 116 |
|
|
2022
Q3 | $436K | Buy |
15,207
+457
| +3% | +$13.1K | 0.11% | 96 |
|
|
2022
Q2 | $393K | Buy |
14,750
+11,175
| +313% | +$298K | 0.1% | 100 |
|
|
2022
Q1 | $490K | Buy |
3,575
+100
| +3% | +$13.7K | 0.11% | 93 |
|
|
2021
Q4 | $538K | Buy |
3,475
+293
| +9% | +$45.4K | 0.12% | 87 |
|
|
2021
Q3 | $538K | Sell |
3,182
-553
| -15% | -$93.5K | 0.13% | 80 |
|
|
2021
Q2 | $656K | Sell |
3,735
-338
| -8% | -$59.4K | 0.14% | 74 |
|
|
2021
Q1 | $752K | Buy |
4,073
+193
| +5% | +$35.6K | 0.18% | 61 |
|
|
2020
Q4 | $703K | Buy |
3,880
+1,495
| +63% | +$271K | 0.19% | 61 |
|
|
2020
Q3 | $296K | Buy |
2,385
+680
| +40% | +$84.4K | 0.1% | 90 |
|
|
2020
Q2 | $190K | Buy |
+1,705
| New | +$190K | 0.07% | 108 |
|