Drive Wealth Management’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 | $460K | Sell |
3,696
-2,103
| -36% | -$262K | 0.1% | 174 |
|
|
2025
Q1 | $572K | Buy |
5,799
+148
| +3% | +$14.6K | 0.13% | 125 |
|
|
2024
Q4 | $632K | Sell |
5,651
-19
| -0.3% | -$2.13K | 0.15% | 109 |
|
|
2024
Q3 | $545K | Sell |
5,670
-76
| -1% | -$7.31K | 0.14% | 120 |
|
|
2024
Q2 | $571K | Sell |
5,746
-239
| -4% | -$23.7K | 0.15% | 114 |
|
|
2024
Q1 | $732K | Sell |
5,985
-997
| -14% | -$122K | 0.21% | 92 |
|
|
2023
Q4 | $633K | Buy |
6,982
+1,085
| +18% | +$98.3K | 0.2% | 100 |
|
|
2023
Q3 | $478K | Sell |
5,897
-66
| -1% | -$5.35K | 0.17% | 114 |
|
|
2023
Q2 | $532K | Sell |
5,963
-1,285
| -18% | -$115K | 0.2% | 110 |
|
|
2023
Q1 | $726K | Buy |
7,248
+1,384
| +24% | +$139K | 0.3% | 83 |
|
|
2022
Q4 | $509K | Buy |
5,864
+1,361
| +30% | +$118K | 0.25% | 94 |
|
|
2022
Q3 | $425K | Buy |
4,503
+1,528
| +51% | +$144K | 0.4% | 72 |
|
|
2022
Q2 | $281K | Sell |
2,975
-3,466
| -54% | -$327K | 0.26% | 114 |
|
|
2022
Q1 | $884K | Buy |
6,441
+3,700
| +135% | +$508K | 0.75% | 33 |
|
|
2021
Q4 | $424K | Buy |
+2,741
| New | +$424K | 0.37% | 77 |
|