LJI Wealth Management’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 | $646K | Sell |
5,208
-11
| -0.2% | -$1.36K | 0.11% | 73 |
|
|
2025
Q1 | $515K | Buy |
5,219
+110
| +2% | +$10.9K | 0.1% | 82 |
|
|
2024
Q4 | $569K | Sell |
5,109
-4,817
| -49% | -$536K | 0.11% | 78 |
|
|
2024
Q3 | $955K | Sell |
9,926
-2,399
| -19% | -$231K | 0.2% | 55 |
|
|
2024
Q2 | $1.22M | Sell |
12,325
-6,913
| -36% | -$686K | 0.27% | 44 |
|
|
2024
Q1 | $2.35M | Sell |
19,238
-531
| -3% | -$65K | 0.61% | 22 |
|
|
2023
Q4 | $1.78M | Sell |
19,769
-880
| -4% | -$79.5K | 0.46% | 31 |
|
|
2023
Q3 | $1.67M | Buy |
20,649
+10,841
| +111% | +$879K | 0.48% | 30 |
|
|
2023
Q2 | $876K | Buy |
9,808
+595
| +6% | +$53.1K | 0.25% | 47 |
|
|
2023
Q1 | $923K | Buy |
9,213
+313
| +4% | +$31.3K | 0.29% | 39 |
|
|
2022
Q4 | $773K | Buy |
+8,900
| New | +$773K | 0.27% | 43 |
|