Intrepid Financial Planning Group’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 | $312K | Sell |
2,515
-120
| -5% | -$14.9K | 0.13% | 94 |
|
|
2025
Q1 | $260K | Sell |
2,635
-100
| -4% | -$9.87K | 0.12% | 100 |
|
|
2024
Q4 | $305K | Sell |
2,735
-125
| -4% | -$13.9K | 0.13% | 94 |
|
|
2024
Q3 | $275K | Sell |
2,860
-215
| -7% | -$20.7K | 0.12% | 101 |
|
|
2024
Q2 | $305K | Sell |
3,075
-2
| -0.1% | -$199 | 0.13% | 97 |
|
|
2024
Q1 | $377K | Sell |
3,077
-3
| -0.1% | -$367 | 0.16% | 86 |
|
|
2023
Q4 | $278K | Sell |
3,080
-412
| -12% | -$37.2K | 0.13% | 96 |
|
|
2023
Q3 | $283K | Sell |
3,492
-55
| -2% | -$4.46K | 0.15% | 85 |
|
|
2023
Q2 | $317K | Sell |
3,547
-113
| -3% | -$10.1K | 0.15% | 85 |
|
|
2023
Q1 | $366K | Sell |
3,660
-115
| -3% | -$11.5K | 0.18% | 78 |
|
|
2022
Q4 | $328K | Sell |
3,775
-175
| -4% | -$15.2K | 0.18% | 78 |
|
|
2022
Q3 | $373K | Sell |
3,950
-175
| -4% | -$16.5K | 0.21% | 65 |
|
|
2022
Q2 | $389K | Buy |
+4,125
| New | +$389K | 0.21% | 67 |
|