Maltin 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 | $236K | Sell |
1,901
-366
| -16% | -$45.4K | 0.11% | 117 |
|
|
2025
Q1 | $224K | Sell |
2,267
-208
| -8% | -$20.5K | 0.11% | 122 |
|
|
2024
Q4 | $276K | Buy |
2,475
+181
| +8% | +$20.2K | 0.14% | 108 |
|
|
2024
Q3 | $221K | Buy |
2,294
+27
| +1% | +$2.6K | 0.11% | 119 |
|
|
2024
Q2 | $225K | Buy |
2,267
+27
| +1% | +$2.68K | 0.12% | 114 |
|
|
2024
Q1 | $274K | Buy |
+2,240
| New | +$274K | 0.15% | 99 |
|
|
2023
Q2 | – | Sell |
-2,124
| Closed | -$213K | – | 107 |
|
|
2023
Q1 | $213K | Buy |
+2,124
| New | +$213K | 0.15% | 97 |
|
|
2022
Q4 | – | Sell |
-2,369
| Closed | -$223K | – | 105 |
|
|
2022
Q3 | $223K | Sell |
2,369
-74
| -3% | -$6.97K | 0.18% | 97 |
|
|
2022
Q2 | $231K | Buy |
2,443
+295
| +14% | +$27.9K | 0.17% | 100 |
|
|
2022
Q1 | $295K | Buy |
2,148
+106
| +5% | +$14.6K | 0.2% | 93 |
|
|
2021
Q4 | $316K | Buy |
2,042
+141
| +7% | +$21.8K | 0.19% | 92 |
|
|
2021
Q3 | $322K | Buy |
1,901
+31
| +2% | +$5.25K | 0.2% | 82 |
|
|
2021
Q2 | $329K | Buy |
1,870
+163
| +10% | +$28.7K | 0.2% | 82 |
|
|
2021
Q1 | $315K | Buy |
1,707
+55
| +3% | +$10.1K | 0.2% | 82 |
|
|
2020
Q4 | $299K | Buy |
1,652
+1
| +0.1% | +$181 | 0.21% | 76 |
|
|
2020
Q3 | $205K | Buy |
+1,651
| New | +$205K | 0.15% | 85 |
|
|
2020
Q2 | – | Sell |
-2,504
| Closed | -$242K | – | 83 |
|
|
2020
Q1 | $242K | Buy |
2,504
+257
| +11% | +$24.8K | 0.21% | 70 |
|
|
2019
Q4 | $325K | Buy |
+2,247
| New | +$325K | 0.21% | 56 |
|