Compass 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 | – | Sell |
-1,226
| Closed | -$121K | – | 213 |
|
|
2025
Q1 | $121K | Buy |
1,226
+1
| +0.1% | +$99 | 0.03% | 179 |
|
|
2024
Q4 | $136K | Hold |
1,225
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $118K | Sell |
1,225
-240
| -16% | -$23.1K | 0.03% | 188 |
|
|
2024
Q2 | $145K | Buy |
1,465
+90
| +7% | +$8.94K | 0.04% | 173 |
|
|
2024
Q1 | $168K | Hold |
1,375
| – | – | 0.04% | 168 |
|
|
2023
Q4 | $124K | Buy |
1,375
+41
| +3% | +$3.7K | 0.03% | 177 |
|
|
2023
Q3 | $108K | Sell |
1,334
-1
| -0.1% | -$81 | 0.03% | 181 |
|
|
2023
Q2 | $119K | Sell |
1,335
-117
| -8% | -$10.4K | 0.04% | 174 |
|
|
2023
Q1 | $145K | Hold |
1,452
| – | – | 0.05% | 165 |
|
|
2022
Q4 | $126K | Buy |
+1,452
| New | +$126K | 0.04% | 170 |
|