Gen-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 | $1.58M | Buy |
12,742
+347
| +3% | +$43K | 0.61% | 40 |
|
|
2025
Q1 | $1.22M | Buy |
12,395
+1,020
| +9% | +$101K | 0.51% | 52 |
|
|
2024
Q4 | $1.27M | Sell |
11,375
-98
| -0.9% | -$10.9K | 0.54% | 46 |
|
|
2024
Q3 | $1.09M | Sell |
11,473
-1,271
| -10% | -$121K | 0.48% | 46 |
|
|
2024
Q2 | $1.27M | Buy |
12,744
+658
| +5% | +$65.3K | 0.61% | 36 |
|
|
2024
Q1 | $1.48M | Buy |
+12,086
| New | +$1.48M | 0.73% | 29 |
|