Inlet Private 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 | $243K | Buy |
+1,956
| New | +$243K | 0.06% | 121 |
|
|
2025
Q1 | – | Sell |
-1,956
| Closed | -$218K | – | 129 |
|
|
2024
Q4 | $218K | Buy |
+1,956
| New | +$218K | 0.06% | 120 |
|
|
2022
Q4 | – | Sell |
-5,525
| Closed | -$521K | – | 128 |
|
|
2022
Q3 | $521K | Sell |
5,525
-481
| -8% | -$45.4K | 0.16% | 91 |
|
|
2022
Q2 | $567K | Hold |
6,006
| – | – | 0.16% | 91 |
|
|
2022
Q1 | $824K | Hold |
6,006
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $930K | Hold |
6,006
| – | – | 0.23% | 87 |
|
|
2021
Q3 | $1.02M | Hold |
6,006
| – | – | 0.27% | 77 |
|
|
2021
Q2 | $1.06M | Hold |
6,006
| – | – | 0.28% | 75 |
|
|
2021
Q1 | $1.11M | Sell |
6,006
-810
| -12% | -$149K | 0.32% | 74 |
|
|
2020
Q4 | $1.24M | Sell |
6,816
-68
| -1% | -$12.3K | 0.4% | 68 |
|
|
2020
Q3 | $854K | Sell |
6,884
-39
| -0.6% | -$4.84K | 0.33% | 73 |
|
|
2020
Q2 | $772K | Hold |
6,923
| – | – | 0.31% | 73 |
|
|
2020
Q1 | $669K | Buy |
6,923
+50
| +0.7% | +$4.83K | 0.31% | 75 |
|
|
2019
Q4 | $994K | Buy |
6,873
+107
| +2% | +$15.5K | 0.33% | 77 |
|
|
2019
Q3 | $882K | Buy |
6,766
+125
| +2% | +$16.3K | 0.33% | 75 |
|
|
2019
Q2 | $962K | Buy |
6,641
+1,155
| +21% | +$167K | 0.35% | 75 |
|
|
2019
Q1 | $609K | Hold |
5,486
| – | – | 0.24% | 89 |
|
|
2018
Q4 | $602K | Buy |
+5,486
| New | +$602K | 0.32% | 68 |
|