Greenup Street 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
Q1 | – | Sell |
-14,832
| Closed | -$1.65M | – | 106 |
|
|
2024
Q4 | $1.65M | Buy |
+14,832
| New | +$1.65M | 0.33% | 51 |
|
|
2024
Q3 | – | Sell |
-2,473
| Closed | -$246K | – | 90 |
|
|
2024
Q2 | $246K | Sell |
2,473
-39,896
| -94% | -$3.96M | 0.06% | 78 |
|
|
2024
Q1 | $5.18M | Buy |
+42,369
| New | +$5.18M | 1.3% | 17 |
|
|
2023
Q4 | – | Sell |
-11,284
| Closed | -$915K | – | 88 |
|
|
2023
Q3 | $915K | Buy |
11,284
+1,640
| +17% | +$133K | 0.3% | 50 |
|
|
2023
Q2 | $861K | Buy |
9,644
+145
| +2% | +$12.9K | 0.24% | 64 |
|
|
2023
Q1 | $951K | Buy |
9,499
+3,676
| +63% | +$368K | 0.33% | 46 |
|
|
2022
Q4 | $506K | Buy |
5,823
+412
| +8% | +$35.8K | 0.21% | 65 |
|
|
2022
Q3 | $510K | Buy |
+5,411
| New | +$510K | 0.23% | 59 |
|
|
2022
Q2 | – | Sell |
-3,308
| Closed | -$454K | – | 80 |
|
|
2022
Q1 | $454K | Buy |
3,308
+732
| +28% | +$100K | 0.25% | 62 |
|
|
2021
Q4 | $399K | Buy |
+2,576
| New | +$399K | 0.23% | 61 |
|