Madison 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 | $231K | Buy |
+1,867
| New | +$231K | 0.05% | 151 |
|
|
2025
Q1 | – | Sell |
-1,805
| Closed | -$201K | – | 159 |
|
|
2024
Q4 | $201K | Buy |
+1,805
| New | +$201K | 0.06% | 148 |
|
|
2024
Q2 | – | Sell |
-1,673
| Closed | -$205K | – | 128 |
|
|
2024
Q1 | $205K | Buy |
+1,673
| New | +$205K | 0.07% | 123 |
|
|
2022
Q2 | – | Sell |
-1,495
| Closed | -$205K | – | 80 |
|
|
2022
Q1 | $205K | Sell |
1,495
-254
| -15% | -$34.8K | 0.11% | 77 |
|
|
2021
Q4 | $271K | Hold |
1,749
| – | – | 0.14% | 56 |
|
|
2021
Q3 | $296K | Buy |
1,749
+70
| +4% | +$11.8K | 0.17% | 49 |
|
|
2021
Q2 | $295K | Buy |
1,679
+212
| +14% | +$37.2K | 0.17% | 48 |
|
|
2021
Q1 | $266K | Hold |
1,467
| – | – | 0.19% | 41 |
|
|
2020
Q4 | $265K | Buy |
+1,467
| New | +$265K | 0.18% | 42 |
|