Dodds Wealth’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 | $331K | Hold |
2,668
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $263K | Sell |
2,668
-29
| -1% | -$2.86K | 0.09% | 52 |
|
|
2024
Q4 | $293K | Buy |
2,697
+1
| +0% | +$109 | 0.09% | 46 |
|
|
2024
Q3 | $251K | Hold |
2,696
| – | – | 0.08% | 51 |
|
|
2024
Q2 | $262K | Hold |
2,696
| – | – | 0.1% | 47 |
|
|
2024
Q1 | $330K | Sell |
2,696
-20
| -0.7% | -$2.45K | 0.13% | 41 |
|
|
2023
Q4 | $245K | Buy |
+2,716
| New | +$245K | 0.13% | 46 |
|