Joule Financial’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 | – | Sell |
-12,106
| Closed | -$1.19M | – | 111 |
|
|
2025
Q1 | $1.19M | Buy |
12,106
+717
| +6% | +$70.8K | 0.42% | 31 |
|
|
2024
Q4 | $1.27M | Buy |
11,389
+488
| +4% | +$54.3K | 0.45% | 30 |
|
|
2024
Q3 | $1.05M | Buy |
10,901
+593
| +6% | +$57K | 0.38% | 33 |
|
|
2024
Q2 | $1.02M | Buy |
10,308
+225
| +2% | +$22.3K | 0.42% | 29 |
|
|
2024
Q1 | $1.23M | Buy |
10,083
+1,089
| +12% | +$133K | 0.51% | 27 |
|
|
2023
Q4 | $812K | Buy |
8,994
+5,985
| +199% | +$540K | 0.38% | 35 |
|
|
2023
Q3 | $244K | Buy |
+3,009
| New | +$244K | 0.12% | 88 |
|
|
2023
Q2 | – | Sell |
-7,271
| Closed | -$728K | – | 100 |
|
|
2023
Q1 | $728K | Buy |
7,271
+3,390
| +87% | +$339K | 0.39% | 33 |
|
|
2022
Q4 | $337K | Buy |
+3,881
| New | +$337K | 0.22% | 64 |
|