Element 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 | $245K | Sell |
1,976
-250
| -11% | -$31K | 0.11% | 153 |
|
|
2025
Q1 | $220K | Sell |
2,226
-99
| -4% | -$9.77K | 0.12% | 146 |
|
|
2024
Q4 | $259K | Hold |
2,325
| – | – | 0.14% | 121 |
|
|
2024
Q3 | $224K | Sell |
2,325
-103
| -4% | -$9.91K | 0.12% | 138 |
|
|
2024
Q2 | $241K | Buy |
2,428
+102
| +4% | +$10.1K | 0.14% | 122 |
|
|
2024
Q1 | $285K | Sell |
2,326
-50
| -2% | -$6.12K | 0.17% | 108 |
|
|
2023
Q4 | $215K | Buy |
+2,376
| New | +$215K | 0.13% | 128 |
|
|
2023
Q3 | – | Sell |
-2,292
| Closed | -$205K | – | 248 |
|
|
2023
Q2 | $205K | Buy |
2,292
+30
| +1% | +$2.68K | 0.14% | 125 |
|
|
2023
Q1 | $226K | Buy |
+2,262
| New | +$226K | 0.17% | 107 |
|
|
2022
Q2 | – | Sell |
-1,606
| Closed | -$220K | – | 191 |
|
|
2022
Q1 | $220K | Buy |
1,606
+59
| +4% | +$8.08K | 0.18% | 103 |
|
|
2021
Q4 | $240K | Sell |
1,547
-256
| -14% | -$39.7K | 0.18% | 93 |
|
|
2021
Q3 | $305K | Sell |
1,803
-9
| -0.5% | -$1.52K | 0.24% | 73 |
|
|
2021
Q2 | $318K | Buy |
1,812
+122
| +7% | +$21.4K | 0.25% | 70 |
|
|
2021
Q1 | $312K | Sell |
1,690
-155
| -8% | -$28.6K | 0.26% | 68 |
|
|
2020
Q4 | $334K | Buy |
1,845
+35
| +2% | +$6.34K | 0.31% | 62 |
|
|
2020
Q3 | $225K | Buy |
+1,810
| New | +$225K | 0.24% | 77 |
|