Legacy Trust’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 | $3.29M | Sell |
26,549
-9,093
| -26% | -$1.13M | 0.81% | 36 |
|
|
2025
Q1 | $3.52M | Buy |
35,642
+357
| +1% | +$35.2K | 0.85% | 37 |
|
|
2024
Q4 | $3.93M | Buy |
35,285
+2,858
| +9% | +$318K | 0.91% | 36 |
|
|
2024
Q3 | $3.12M | Sell |
32,427
-1,549
| -5% | -$149K | 0.72% | 48 |
|
|
2024
Q2 | $3.37M | Buy |
33,976
+6,038
| +22% | +$600K | 0.84% | 41 |
|
|
2024
Q1 | $3.42M | Buy |
27,938
+350
| +1% | +$42.8K | 0.85% | 41 |
|
|
2023
Q4 | $2.49M | Buy |
27,588
+3,740
| +16% | +$338K | 0.65% | 50 |
|
|
2023
Q3 | $1.93M | Buy |
23,848
+501
| +2% | +$40.6K | 0.56% | 56 |
|
|
2023
Q2 | $2.08M | Buy |
23,347
+1,333
| +6% | +$119K | 0.57% | 57 |
|
|
2023
Q1 | $2.2M | Buy |
22,014
+2,237
| +11% | +$224K | 0.66% | 52 |
|
|
2022
Q4 | $1.72M | Buy |
+19,777
| New | +$1.72M | 0.53% | 58 |
|