Impact Partnership 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 | $220K | Buy |
+1,771
| New | +$220K | 0.04% | 265 |
|
|
2024
Q2 | – | Sell |
-610
| Closed | -$74.6K | – | 330 |
|
|
2024
Q1 | $74.6K | Sell |
610
-155
| -20% | -$19K | 0.03% | 280 |
|
|
2023
Q4 | $69.1K | Sell |
765
-1,566
| -67% | -$141K | 0.03% | 291 |
|
|
2023
Q3 | $189K | Buy |
2,331
+1,614
| +225% | +$131K | 0.06% | 185 |
|
|
2023
Q2 | $64K | Buy |
+717
| New | +$64K | 0.02% | 237 |
|