EPG 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 | – | Sell |
-2,336
| Closed | -$231K | – | 331 |
|
|
2025
Q1 | $231K | Sell |
2,336
-91
| -4% | -$8.98K | 0.06% | 214 |
|
|
2024
Q4 | $270K | Sell |
2,427
-352
| -13% | -$39.2K | 0.07% | 203 |
|
|
2024
Q3 | $267K | Buy |
+2,779
| New | +$267K | 0.07% | 215 |
|
|
2024
Q2 | – | Sell |
-3,059
| Closed | -$374K | – | 212 |
|
|
2024
Q1 | $374K | Sell |
3,059
-399
| -12% | -$48.8K | 0.09% | 194 |
|
|
2023
Q4 | $382K | Sell |
3,458
-264
| -7% | -$29.2K | 0.1% | 182 |
|
|
2023
Q3 | $302K | Buy |
3,722
+36
| +1% | +$2.92K | 0.09% | 192 |
|
|
2023
Q2 | $329K | Sell |
3,686
-601
| -14% | -$53.7K | 0.1% | 182 |
|
|
2023
Q1 | $429K | Sell |
4,287
-236
| -5% | -$23.6K | 0.14% | 151 |
|
|
2022
Q4 | $393K | Sell |
4,523
-15,693
| -78% | -$1.36M | 0.15% | 128 |
|
|
2022
Q3 | $1.91M | Sell |
20,216
-24
| -0.1% | -$2.26K | 0.78% | 23 |
|
|
2022
Q2 | $1.91M | Sell |
20,240
-851
| -4% | -$80.3K | 0.82% | 23 |
|
|
2022
Q1 | $2.89M | Sell |
21,091
-293
| -1% | -$40.2K | 1% | 20 |
|
|
2021
Q4 | $3.31M | Buy |
21,384
+5,066
| +31% | +$785K | 1.16% | 17 |
|
|
2021
Q3 | $2.76M | Buy |
16,318
+237
| +1% | +$40.1K | 1.11% | 18 |
|
|
2021
Q2 | $2.83M | Buy |
16,081
+217
| +1% | +$38.1K | 1.2% | 19 |
|
|
2021
Q1 | $2.93M | Sell |
15,864
-81
| -0.5% | -$14.9K | 1.42% | 13 |
|
|
2020
Q4 | $2.89M | Buy |
15,945
+847
| +6% | +$153K | 1.73% | 10 |
|
|
2020
Q3 | $1.87M | Buy |
15,098
+976
| +7% | +$121K | 1.38% | 17 |
|
|
2020
Q2 | $1.58M | Buy |
14,122
+861
| +6% | +$96K | 1.12% | 19 |
|
|
2020
Q1 | $1.28M | Buy |
13,261
+3,691
| +39% | +$357K | 0.94% | 20 |
|
|
2019
Q4 | $1.38M | Buy |
+9,570
| New | +$1.38M | 1.01% | 25 |
|