Convergence Financial’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 | $503K | Sell |
4,054
-239
| -6% | -$29.6K | 0.09% | 110 |
|
|
2025
Q1 | $424K | Sell |
4,293
-1,547
| -26% | -$153K | 0.08% | 114 |
|
|
2024
Q4 | $650K | Sell |
5,840
-130
| -2% | -$14.5K | 0.13% | 78 |
|
|
2024
Q3 | $574K | Sell |
5,970
-1,202
| -17% | -$116K | 0.12% | 85 |
|
|
2024
Q2 | $712K | Buy |
7,172
+4,908
| +217% | +$487K | 0.19% | 70 |
|
|
2024
Q1 | $277K | Buy |
+2,264
| New | +$277K | 0.11% | 44 |
|