Elevation 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 | $334K | Hold |
2,689
| – | – | 0.13% | 88 |
|
|
2025
Q1 | $265K | Buy |
2,689
+16
| +0.6% | +$1.58K | 0.11% | 93 |
|
|
2024
Q4 | $298K | Hold |
2,673
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $257K | Sell |
2,673
-130
| -5% | -$12.5K | 0.11% | 98 |
|
|
2024
Q2 | $278K | Buy |
2,803
+34
| +1% | +$3.38K | 0.13% | 89 |
|
|
2024
Q1 | $339K | Sell |
2,769
-1,051
| -28% | -$129K | 0.17% | 82 |
|
|
2023
Q4 | $310K | Buy |
3,820
+3,381
| +770% | +$274K | 0.19% | 81 |
|
|
2023
Q3 | $35.6K | Hold |
439
| – | – | 0.03% | 171 |
|
|
2023
Q2 | $39.2K | Sell |
439
-600
| -58% | -$53.5K | 0.03% | 174 |
|
|
2023
Q1 | $104K | Buy |
+1,039
| New | +$104K | 0.1% | 97 |
|