LongView 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 | $362K | Sell |
2,920
-4
| -0.1% | -$496 | 0.11% | 149 |
|
|
2025
Q1 | $289K | Sell |
2,924
-1,094
| -27% | -$108K | 0.09% | 168 |
|
|
2024
Q4 | $447K | Sell |
4,018
-96
| -2% | -$10.7K | 0.14% | 125 |
|
|
2024
Q3 | $396K | Sell |
4,114
-121
| -3% | -$11.6K | 0.13% | 131 |
|
|
2024
Q2 | $420K | Sell |
4,235
-140
| -3% | -$13.9K | 0.16% | 115 |
|
|
2024
Q1 | $535K | Sell |
4,375
-108
| -2% | -$13.2K | 0.21% | 91 |
|
|
2023
Q4 | $402K | Buy |
+4,483
| New | +$402K | 0.18% | 113 |
|