IAG 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 | $137K | Hold |
1,104
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $109K | Sell |
1,104
-205
| -16% | -$20.2K | 0.02% | 133 |
|
|
2024
Q4 | $146K | Buy |
1,309
+1
| +0.1% | +$111 | 0.03% | 110 |
|
|
2024
Q3 | $126K | Hold |
1,308
| – | – | 0.02% | 115 |
|
|
2024
Q2 | $130K | Sell |
1,308
-151
| -10% | -$15K | 0.03% | 109 |
|
|
2024
Q1 | $179K | Hold |
1,459
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $132K | Sell |
1,459
-680
| -32% | -$61.4K | 0.03% | 97 |
|
|
2023
Q3 | $173K | Buy |
2,139
+163
| +8% | +$13.2K | 0.05% | 83 |
|
|
2023
Q2 | $176K | Buy |
1,976
+51
| +3% | +$4.55K | 0.05% | 92 |
|
|
2023
Q1 | $193K | Sell |
1,925
-42
| -2% | -$4.21K | 0.05% | 78 |
|
|
2022
Q4 | $171K | Buy |
1,967
+1,555
| +377% | +$135K | 0.05% | 80 |
|
|
2022
Q3 | $39K | Buy |
412
+258
| +168% | +$24.4K | 0.01% | 143 |
|
|
2022
Q2 | $15K | Sell |
154
-53
| -26% | -$5.16K | ﹤0.01% | 232 |
|
|
2022
Q1 | $28K | Buy |
207
+50
| +32% | +$6.76K | 0.01% | 188 |
|
|
2021
Q4 | $24K | Sell |
157
-17
| -10% | -$2.6K | 0.01% | 204 |
|
|
2021
Q3 | $30K | Hold |
174
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $31K | Buy |
174
+1
| +0.6% | +$178 | 0.01% | 160 |
|
|
2021
Q1 | $32K | Sell |
173
-8
| -4% | -$1.48K | 0.01% | 148 |
|
|
2020
Q4 | $33K | Hold |
181
| – | – | 0.01% | 133 |
|
|
2020
Q3 | $23K | Sell |
181
-17
| -9% | -$2.16K | 0.01% | 153 |
|
|
2020
Q2 | $22K | Buy |
198
+5
| +3% | +$556 | 0.01% | 154 |
|
|
2020
Q1 | $19K | Sell |
193
-593
| -75% | -$58.4K | 0.01% | 153 |
|
|
2019
Q4 | $114K | Buy |
+786
| New | +$114K | 0.07% | 61 |
|