Crescent Sterling’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 | $221K | Buy |
+1,784
| New | +$221K | 0.25% | 70 |
|
|
2024
Q2 | – | Sell |
-2,130
| Closed | -$261K | – | 78 |
|
|
2024
Q1 | $261K | Sell |
2,130
-1,854
| -47% | -$227K | 0.24% | 73 |
|
|
2023
Q4 | $360K | Sell |
3,984
-496
| -11% | -$44.8K | 0.36% | 61 |
|
|
2023
Q3 | $363K | Sell |
4,480
-1,261
| -22% | -$102K | 0.38% | 55 |
|
|
2023
Q2 | $513K | Sell |
5,741
-273
| -5% | -$24.4K | 0.49% | 51 |
|
|
2023
Q1 | $602K | Buy |
6,014
+612
| +11% | +$61.3K | 0.59% | 45 |
|
|
2022
Q4 | $469K | Buy |
+5,402
| New | +$469K | 0.5% | 49 |
|