FullCircle 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 | $1.77M | Sell |
14,822
-4,264
| -22% | -$509K | 0.66% | 41 |
|
2025
Q1 | $1.72M | Buy |
19,086
+1,340
| +8% | +$121K | 0.71% | 39 |
|
2024
Q4 | $1.94M | Buy |
17,746
+242
| +1% | +$26.5K | 0.8% | 32 |
|
2024
Q3 | $1.68M | Buy |
17,504
+3,805
| +28% | +$366K | 0.76% | 32 |
|
2024
Q2 | $1.23M | Buy |
+13,699
| New | +$1.23M | 0.6% | 51 |
|