Independent Solutions 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
Q2 | $261K | Sell |
2,104
-680
| -24% | -$84.3K | 0.05% | 163 |
|
|
2025
Q1 | $275K | Sell |
2,784
-27
| -1% | -$2.67K | 0.06% | 158 |
|
|
2024
Q4 | $313K | Sell |
2,811
-370
| -12% | -$41.2K | 0.07% | 139 |
|
|
2024
Q3 | $306K | Sell |
3,181
-957
| -23% | -$92K | 0.07% | 139 |
|
|
2024
Q2 | $411K | Sell |
4,138
-175
| -4% | -$17.4K | 0.09% | 129 |
|
|
2024
Q1 | $528K | Sell |
4,313
-470
| -10% | -$57.5K | 0.13% | 119 |
|
|
2023
Q4 | $432K | Sell |
4,783
-855
| -15% | -$77.2K | 0.11% | 128 |
|
|
2023
Q3 | $457K | Sell |
5,638
-1,127
| -17% | -$91.3K | 0.12% | 130 |
|
|
2023
Q2 | $604K | Sell |
6,765
-132
| -2% | -$11.8K | 0.15% | 114 |
|
|
2023
Q1 | $691K | Buy |
6,897
+350
| +5% | +$35K | 0.2% | 100 |
|
|
2022
Q4 | $569K | Sell |
6,547
-1,476
| -18% | -$128K | 0.17% | 113 |
|
|
2022
Q3 | $757K | Sell |
8,023
-20
| -0.2% | -$1.89K | 0.25% | 90 |
|
|
2022
Q2 | $759K | Sell |
8,043
-2,585
| -24% | -$244K | 0.24% | 88 |
|
|
2022
Q1 | $1.46M | Sell |
10,628
-177
| -2% | -$24.3K | 0.34% | 71 |
|
|
2021
Q4 | $1.67M | Buy |
10,805
+2,169
| +25% | +$336K | 0.39% | 66 |
|
|
2021
Q3 | $1.46M | Sell |
8,636
-25
| -0.3% | -$4.23K | 0.36% | 67 |
|
|
2021
Q2 | $1.52M | Sell |
8,661
-305
| -3% | -$53.6K | 0.37% | 64 |
|
|
2021
Q1 | $1.65M | Sell |
8,966
-3,941
| -31% | -$727K | 0.45% | 55 |
|
|
2020
Q4 | $2.34M | Sell |
12,907
-2,402
| -16% | -$435K | 0.73% | 34 |
|
|
2020
Q3 | $1.9M | Sell |
15,309
-1,201
| -7% | -$149K | 0.72% | 35 |
|
|
2020
Q2 | $1.84M | Buy |
16,510
+462
| +3% | +$51.5K | 0.79% | 31 |
|
|
2020
Q1 | $1.55M | Buy |
16,048
+546
| +4% | +$52.7K | 0.86% | 29 |
|
|
2019
Q4 | $2.24M | Buy |
+15,502
| New | +$2.24M | 0.99% | 24 |
|