Concord Wealth Partners’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 | $1.94M | Buy |
15,655
+2,868
| +22% | +$356K | 0.28% | 83 |
|
|
2025
Q1 | $1.26M | Buy |
12,787
+10,344
| +423% | +$1.02M | 0.21% | 104 |
|
|
2024
Q4 | $272K | Sell |
2,443
-308
| -11% | -$34.3K | 0.04% | 178 |
|
|
2024
Q3 | $265K | Buy |
2,751
+439
| +19% | +$42.2K | 0.04% | 184 |
|
|
2024
Q2 | $230K | Sell |
2,312
-1,079
| -32% | -$107K | 0.04% | 184 |
|
|
2024
Q1 | $415K | Buy |
3,391
+756
| +29% | +$92.5K | 0.07% | 156 |
|
|
2023
Q4 | $238K | Sell |
2,635
-842
| -24% | -$76K | 0.05% | 179 |
|
|
2023
Q3 | $282K | Buy |
3,477
+591
| +20% | +$47.9K | 0.06% | 160 |
|
|
2023
Q2 | $258K | Buy |
2,886
+102
| +4% | +$9.11K | 0.06% | 171 |
|
|
2023
Q1 | $279K | Buy |
2,784
+9
| +0.3% | +$901 | 0.08% | 122 |
|
|
2022
Q4 | $241K | Sell |
2,775
-38
| -1% | -$3.3K | 0.07% | 145 |
|
|
2022
Q3 | $265K | Buy |
2,813
+236
| +9% | +$22.2K | 0.08% | 129 |
|
|
2022
Q2 | $243K | Buy |
2,577
+174
| +7% | +$16.4K | 0.07% | 141 |
|
|
2022
Q1 | $330K | Buy |
2,403
+127
| +6% | +$17.4K | 0.09% | 129 |
|
|
2021
Q4 | $353K | Buy |
2,276
+1,642
| +259% | +$255K | 0.09% | 123 |
|
|
2021
Q3 | $107K | Sell |
634
-1,279
| -67% | -$216K | 0.04% | 128 |
|
|
2021
Q2 | $336K | Buy |
1,913
+9
| +0.5% | +$1.58K | 0.1% | 93 |
|
|
2021
Q1 | $351K | Sell |
1,904
-339
| -15% | -$62.5K | 0.12% | 86 |
|
|
2020
Q4 | $406K | Buy |
+2,243
| New | +$406K | 0.31% | 38 |
|