Journey Strategic 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 | $2.5M | Buy |
20,189
+4,076
| +25% | +$505K | 0.08% | 74 |
|
|
2025
Q1 | $1.59M | Sell |
16,113
-66,188
| -80% | -$6.53M | 0.06% | 93 |
|
|
2024
Q4 | $9.16M | Buy |
82,301
+1,690
| +2% | +$188K | 0.34% | 22 |
|
|
2024
Q3 | $7.75M | Buy |
80,611
+1,955
| +2% | +$188K | 0.28% | 21 |
|
|
2024
Q2 | $7.81M | Buy |
78,656
+1,540
| +2% | +$153K | 0.33% | 18 |
|
|
2024
Q1 | $9.44M | Buy |
77,116
+403
| +0.5% | +$49.3K | 0.42% | 15 |
|
|
2023
Q4 | $6.93M | Buy |
76,713
+4,769
| +7% | +$431K | 0.33% | 15 |
|
|
2023
Q3 | $5.83M | Buy |
71,944
+1,114
| +2% | +$90.3K | 0.28% | 16 |
|
|
2023
Q2 | $6.32M | Sell |
70,830
-5,189
| -7% | -$463K | 0.29% | 17 |
|
|
2023
Q1 | $7.61M | Buy |
76,019
+587
| +0.8% | +$58.8K | 0.8% | 14 |
|
|
2022
Q4 | $6.55M | Buy |
75,432
+526
| +0.7% | +$45.7K | 0.77% | 12 |
|
|
2022
Q3 | $7.07M | Buy |
74,906
+1,219
| +2% | +$115K | 0.95% | 8 |
|
|
2022
Q2 | $6.96M | Sell |
73,687
-69,785
| -49% | -$6.59M | 0.93% | 9 |
|
|
2022
Q1 | $19.7M | Buy |
143,472
+1,160
| +0.8% | +$159K | 2.15% | 5 |
|
|
2021
Q4 | $22M | Buy |
+142,312
| New | +$22M | 2.29% | 8 |
|