Daymark 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 | $6.45M | Sell |
51,982
-3,915
| -7% | -$486K | 0.25% | 87 |
|
|
2025
Q1 | $5.52M | Sell |
55,897
-91,365
| -62% | -$9.02M | 0.24% | 91 |
|
|
2024
Q4 | $5.91M | Sell |
147,262
-4,497
| -3% | -$181K | 0.25% | 84 |
|
|
2024
Q3 | $5.55M | Buy |
151,759
+2,039
| +1% | +$74.6K | 0.24% | 92 |
|
|
2024
Q2 | $5.53M | Buy |
149,720
+10,678
| +8% | +$394K | 0.25% | 87 |
|
|
2024
Q1 | $5.48M | Sell |
139,042
-190
| -0.1% | -$7.49K | 0.3% | 82 |
|
|
2023
Q4 | $4.09M | Sell |
139,232
-725
| -0.5% | -$21.3K | 0.25% | 89 |
|
|
2023
Q3 | $3.74M | Buy |
139,957
+97,264
| +228% | +$2.6M | 0.26% | 87 |
|
|
2023
Q2 | $3.81M | Buy |
42,693
+30,446
| +249% | +$2.72M | 0.28% | 84 |
|
|
2023
Q1 | $1.23M | Buy |
12,247
+2,933
| +31% | +$294K | 0.16% | 106 |
|
|
2022
Q4 | $809K | Buy |
+9,314
| New | +$809K | 0.14% | 112 |
|