Legacy Capital Wealth Partners’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 | $839K | Sell |
6,766
-115
| -2% | -$14.3K | 0.19% | 107 |
|
|
2025
Q1 | $679K | Sell |
6,881
-1,110
| -14% | -$110K | 0.17% | 129 |
|
|
2024
Q4 | $890K | Sell |
7,991
-860
| -10% | -$95.8K | 0.22% | 90 |
|
|
2024
Q3 | $851K | Sell |
8,851
-27
| -0.3% | -$2.6K | 0.17% | 120 |
|
|
2024
Q2 | $881K | Buy |
+8,878
| New | +$881K | 0.22% | 85 |
|
|
2024
Q1 | – | Sell |
-7,239
| Closed | -$654K | – | 170 |
|
|
2023
Q4 | $654K | Sell |
7,239
-2,879
| -28% | -$260K | 0.19% | 117 |
|
|
2023
Q3 | $820K | Buy |
+10,118
| New | +$820K | 0.23% | 92 |
|
|
2023
Q2 | – | Sell |
-7,678
| Closed | -$769K | – | 91 |
|
|
2023
Q1 | $769K | Buy |
+7,678
| New | +$769K | 0.21% | 101 |
|