Legacy Capital Group California’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 | $2.9M | Sell |
23,412
-337
| -1% | -$41.8K | 0.8% | 20 |
|
|
2025
Q1 | $2.34M | Buy |
23,749
+7,465
| +46% | +$737K | 0.82% | 17 |
|
|
2024
Q4 | $1.81M | Buy |
16,284
+710
| +5% | +$79.1K | 0.55% | 31 |
|
|
2024
Q3 | $1.5M | Buy |
15,574
+1,048
| +7% | +$101K | 0.5% | 40 |
|
|
2024
Q2 | $1.44M | Buy |
14,526
+2,515
| +21% | +$250K | 0.52% | 42 |
|
|
2024
Q1 | $1.47M | Buy |
12,011
+49
| +0.4% | +$6K | 0.54% | 41 |
|
|
2023
Q4 | $1.08M | Buy |
11,962
+686
| +6% | +$61.9K | 0.42% | 53 |
|
|
2023
Q3 | $914K | Buy |
11,276
+842
| +8% | +$68.2K | 0.39% | 68 |
|
|
2023
Q2 | $932K | Buy |
10,434
+3,101
| +42% | +$277K | 0.38% | 67 |
|
|
2023
Q1 | $734K | Buy |
+7,333
| New | +$734K | 0.36% | 83 |
|