Dynamic Wealth Strategies’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
153
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $15.1K | Buy |
+153
| New | +$15.1K | 0.01% | 181 |
|
|
2024
Q4 | – | Sell |
-792
| Closed | -$76K | – | 112 |
|
|
2024
Q3 | $76K | Buy |
792
+41
| +5% | +$3.93K | 0.06% | 109 |
|
|
2024
Q2 | $75K | Buy |
751
+19
| +3% | +$1.9K | 0.06% | 108 |
|
|
2024
Q1 | $90K | Buy |
732
+573
| +360% | +$70.5K | 0.08% | 104 |
|
|
2023
Q4 | $14.4K | Buy |
+159
| New | +$14.4K | 0.01% | 186 |
|