Conscious Wealth Investments’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 | $565K | Sell |
4,710
-204
| -4% | -$24.5K | 0.36% | 39 |
|
|
2025
Q1 | $521K | Sell |
4,914
-1,424
| -22% | -$151K | 0.36% | 42 |
|
|
2024
Q4 | $678K | Buy |
6,338
+1,360
| +27% | +$146K | 0.46% | 37 |
|
|
2024
Q3 | $479K | Sell |
4,978
-181
| -4% | -$17.4K | 0.33% | 43 |
|
|
2024
Q2 | $469K | Sell |
5,159
-25
| -0.5% | -$2.27K | 0.34% | 43 |
|
|
2024
Q1 | $590K | Sell |
5,184
-1,356
| -21% | -$154K | 0.45% | 40 |
|
|
2023
Q4 | $620K | Buy |
+6,540
| New | +$620K | 0.49% | 41 |
|