Ironwood Investment 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 | $282K | Sell |
2,275
-55
| -2% | -$6.82K | 0.14% | 129 |
|
|
2025
Q1 | $230K | Sell |
2,330
-27
| -1% | -$2.67K | 0.13% | 134 |
|
|
2024
Q4 | $262K | Hold |
2,357
| – | – | 0.13% | 138 |
|
|
2024
Q3 | $227K | Hold |
2,357
| – | – | 0.11% | 144 |
|
|
2024
Q2 | $234K | Hold |
2,357
| – | – | 0.13% | 137 |
|
|
2024
Q1 | $288K | Buy |
+2,357
| New | +$288K | 0.14% | 137 |
|