Envestnet Portfolio Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Sell |
55,875
-3,782
| -6% | -$469K | 0.03% | 287 |
|
|
2025
Q1 | $5.89M | Sell |
59,657
-13,865
| -19% | -$1.37M | 0.02% | 324 |
|
|
2024
Q4 | $8.19M | Sell |
73,522
-2,389
| -3% | -$266K | 0.03% | 283 |
|
|
2024
Q3 | $7.3M | Buy |
75,911
+4,364
| +6% | +$420K | 0.02% | 312 |
|
|
2024
Q2 | $7.1M | Sell |
71,547
-4,264
| -6% | -$423K | 0.02% | 296 |
|
|
2024
Q1 | $9.28M | Buy |
75,811
+14,809
| +24% | +$1.81M | 0.03% | 240 |
|
|
2023
Q4 | $5.51M | Buy |
61,002
+1,644
| +3% | +$148K | 0.02% | 303 |
|
|
2023
Q3 | $4.81M | Buy |
+59,358
| New | +$4.81M | 0.02% | 318 |
|