Destiny 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 | $355K | Sell |
2,865
-2,618
| -48% | -$325K | 0.05% | 143 |
|
|
2025
Q1 | $541K | Buy |
5,483
+2,944
| +116% | +$291K | 0.09% | 104 |
|
|
2024
Q4 | $283K | Sell |
2,539
-121
| -5% | -$13.5K | 0.05% | 138 |
|
|
2024
Q3 | $256K | Sell |
2,660
-162
| -6% | -$15.6K | 0.04% | 141 |
|
|
2024
Q2 | $280K | Sell |
2,822
-695
| -20% | -$69K | 0.05% | 131 |
|
|
2024
Q1 | $430K | Buy |
3,517
+98
| +3% | +$12K | 0.08% | 102 |
|
|
2023
Q4 | $310K | Sell |
3,419
-157
| -4% | -$14.2K | 0.06% | 124 |
|
|
2023
Q3 | $290K | Hold |
3,576
| – | – | 0.06% | 134 |
|
|
2023
Q2 | $312K | Hold |
3,576
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $358K | Buy |
3,576
+1,224
| +52% | +$123K | 0.07% | 114 |
|
|
2022
Q4 | $204K | Buy |
2,352
+813
| +53% | +$70.6K | 0.04% | 175 |
|
|
2022
Q3 | $145K | Sell |
1,539
-159
| -9% | -$15K | 0.03% | 199 |
|
|
2022
Q2 | $160K | Buy |
1,698
+48
| +3% | +$4.52K | 0.04% | 204 |
|
|
2022
Q1 | $226K | Buy |
1,650
+372
| +29% | +$51K | 0.04% | 150 |
|
|
2021
Q4 | $198K | Sell |
1,278
-239
| -16% | -$37K | 0.04% | 175 |
|
|
2021
Q3 | $257K | Sell |
1,517
-97
| -6% | -$16.4K | 0.05% | 148 |
|
|
2021
Q2 | $284K | Buy |
1,614
+66
| +4% | +$11.6K | 0.05% | 164 |
|
|
2021
Q1 | $286K | Sell |
1,548
-235
| -13% | -$43.4K | 0.06% | 140 |
|
|
2020
Q4 | $323K | Buy |
+1,783
| New | +$323K | 0.07% | 139 |
|