Invictus 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 | $10.9M | Buy |
87,932
+15,326
| +21% | +$1.9M | 0.75% | 22 |
|
|
2025
Q1 | $7.17M | Buy |
72,606
+70,185
| +2,899% | +$6.93M | 0.57% | 24 |
|
|
2024
Q4 | $270K | Sell |
2,421
-79
| -3% | -$8.8K | 0.02% | 75 |
|
|
2024
Q3 | $240K | Sell |
2,500
-90
| -3% | -$8.66K | 0.02% | 78 |
|
|
2024
Q2 | $257K | Sell |
2,590
-24
| -0.9% | -$2.38K | 0.02% | 78 |
|
|
2024
Q1 | $320K | Sell |
2,614
-71
| -3% | -$8.69K | 0.03% | 73 |
|
|
2023
Q4 | $242K | Sell |
2,685
-50
| -2% | -$4.52K | 0.02% | 87 |
|
|
2023
Q3 | $222K | Sell |
2,735
-49,308
| -95% | -$4M | 0.02% | 88 |
|
|
2023
Q2 | $4.65M | Buy |
52,043
+49,077
| +1,655% | +$4.38M | 0.5% | 26 |
|
|
2023
Q1 | $297K | Buy |
+2,966
| New | +$297K | 0.03% | 74 |
|