Iron Horse 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 | $73.2K | Sell |
590
-17
| -3% | -$2.11K | 0.02% | 116 |
|
|
2025
Q1 | $59.9K | Buy |
607
+50
| +9% | +$4.94K | 0.02% | 112 |
|
|
2024
Q4 | $62K | Hold |
557
| – | – | 0.02% | 98 |
|
|
2024
Q3 | $53.6K | Hold |
557
| – | – | 0.02% | 104 |
|
|
2024
Q2 | $55.3K | Buy |
557
+333
| +149% | +$33.1K | 0.02% | 96 |
|
|
2024
Q1 | $27.4K | Sell |
224
-19
| -8% | -$2.33K | 0.01% | 115 |
|
|
2023
Q4 | $22K | Sell |
243
-103
| -30% | -$9.31K | 0.01% | 117 |
|
|
2023
Q3 | $28.1K | Buy |
346
+115
| +50% | +$9.33K | 0.01% | 95 |
|
|
2023
Q2 | $20.6K | Buy |
231
+1
| +0.4% | +$89 | 0.01% | 104 |
|
|
2023
Q1 | $23K | Sell |
230
-12
| -5% | -$1.2K | 0.01% | 98 |
|
|
2022
Q4 | $21K | Buy |
242
+222
| +1,110% | +$19.3K | 0.01% | 101 |
|
|
2022
Q3 | $2K | Sell |
20
-222
| -92% | -$22.2K | ﹤0.01% | 113 |
|
|
2022
Q2 | $23K | Buy |
242
+34
| +16% | +$3.23K | 0.01% | 96 |
|
|
2022
Q1 | $29K | Sell |
208
-7
| -3% | -$976 | 0.02% | 92 |
|
|
2021
Q4 | $33K | Buy |
215
+4
| +2% | +$614 | 0.02% | 81 |
|
|
2021
Q3 | $36K | Hold |
211
| – | – | 0.02% | 71 |
|
|
2021
Q2 | $37K | Hold |
211
| – | – | 0.02% | 75 |
|
|
2021
Q1 | $39K | Hold |
211
| – | – | 0.03% | 70 |
|
|
2020
Q4 | $38K | Buy |
+211
| New | +$38K | 0.03% | 67 |
|