Horizon Family 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 | $2.16M | Buy |
17,404
+2
| +0% | +$248 | 1.32% | 20 |
|
|
2025
Q1 | $1.72M | Buy |
17,402
+680
| +4% | +$67.1K | 1.15% | 18 |
|
|
2024
Q4 | $1.86M | Buy |
16,722
+12,838
| +331% | +$1.43M | 1.24% | 17 |
|
|
2024
Q3 | $374K | Buy |
3,884
+96
| +3% | +$9.24K | 0.27% | 50 |
|
|
2024
Q2 | $376K | Hold |
3,788
| – | – | 0.29% | 47 |
|
|
2024
Q1 | $463K | Buy |
3,788
+73
| +2% | +$8.93K | 0.36% | 38 |
|
|
2023
Q4 | $335K | Buy |
3,715
+81
| +2% | +$7.31K | 0.28% | 46 |
|
|
2023
Q3 | $295K | Buy |
3,634
+369
| +11% | +$29.9K | 0.29% | 46 |
|
|
2023
Q2 | $291K | Buy |
3,265
+226
| +7% | +$20.2K | 0.28% | 46 |
|
|
2023
Q1 | $304K | Buy |
+3,039
| New | +$304K | 0.32% | 43 |
|
|
2022
Q4 | – | Sell |
-2,409
| Closed | -$227K | – | 57 |
|
|
2022
Q3 | $227K | Buy |
2,409
+94
| +4% | +$8.86K | 0.28% | 48 |
|
|
2022
Q2 | $218K | Sell |
2,315
-28
| -1% | -$2.64K | 0.25% | 51 |
|
|
2022
Q1 | $321K | Buy |
+2,343
| New | +$321K | 0.32% | 44 |
|