Centerstone Investors’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 | $1.22M | Hold |
9,840
| – | – | 5% | 6 |
|
|
2025
Q1 | $971K | Sell |
9,840
-14,548
| -60% | -$1.44M | 2.3% | 9 |
|
|
2024
Q4 | $2.72M | Hold |
24,388
| – | – | 2.54% | 13 |
|
|
2024
Q3 | $2.35M | Sell |
24,388
-1,800
| -7% | -$173K | 2.28% | 16 |
|
|
2024
Q2 | $2.6M | Buy |
26,188
+9,848
| +60% | +$978K | 2.17% | 19 |
|
|
2024
Q1 | $2M | Hold |
16,340
| – | – | 1.54% | 23 |
|
|
2023
Q4 | $1.48M | Buy |
16,340
+540
| +3% | +$48.8K | 1.51% | 23 |
|
|
2023
Q3 | $1.28M | Buy |
+15,800
| New | +$1.28M | 1.31% | 25 |
|