CarsonAllaria Wealth 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 | $104K | Hold |
838
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $82.7K | Sell |
838
-147
| -15% | -$14.5K | 0.05% | 111 |
|
|
2024
Q4 | $110K | Buy |
985
+148
| +18% | +$16.5K | 0.06% | 99 |
|
|
2024
Q3 | $80.6K | Hold |
837
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $83.1K | Hold |
837
| – | – | 0.05% | 106 |
|
|
2024
Q1 | $102K | Buy |
837
+700
| +511% | +$85.7K | 0.06% | 100 |
|
|
2023
Q4 | $12.4K | Sell |
137
-114
| -45% | -$10.3K | 0.01% | 201 |
|
|
2023
Q3 | $20.4K | Hold |
251
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $22.5K | Buy |
251
+10
| +4% | +$895 | 0.02% | 159 |
|
|
2023
Q1 | $24.2K | Sell |
241
-118
| -33% | -$11.8K | 0.02% | 152 |
|
|
2022
Q4 | $31K | Hold |
359
| – | – | 0.03% | 130 |
|
|
2022
Q3 | $34K | Hold |
359
| – | – | 0.03% | 118 |
|
|
2022
Q2 | $34K | Sell |
359
-1
| -0.3% | -$95 | 0.03% | 125 |
|
|
2022
Q1 | $49K | Buy |
360
+51
| +17% | +$6.94K | 0.04% | 112 |
|
|
2021
Q4 | $48K | Buy |
+309
| New | +$48K | 0.04% | 116 |
|