Marks Group 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 | $727K | Sell |
5,860
-146
| -2% | -$18.1K | 0.07% | 199 |
|
|
2025
Q1 | $593K | Sell |
6,006
-130
| -2% | -$12.8K | 0.06% | 222 |
|
|
2024
Q4 | $683K | Buy |
6,136
+2
| +0% | +$223 | 0.07% | 196 |
|
|
2024
Q3 | $590K | Sell |
6,134
-26
| -0.4% | -$2.5K | 0.06% | 208 |
|
|
2024
Q2 | $612K | Sell |
6,160
-150
| -2% | -$14.9K | 0.06% | 206 |
|
|
2024
Q1 | $772K | Buy |
6,310
+296
| +5% | +$36.2K | 0.08% | 187 |
|
|
2023
Q4 | $543K | Buy |
6,014
+1,000
| +20% | +$90.3K | 0.06% | 212 |
|
|
2023
Q3 | $406K | Buy |
5,014
+755
| +18% | +$61.2K | 0.05% | 224 |
|
|
2023
Q2 | $380K | Hold |
4,259
| – | – | 0.05% | 230 |
|
|
2023
Q1 | $426K | Buy |
4,259
+810
| +23% | +$81.1K | 0.05% | 218 |
|
|
2022
Q4 | $300K | Buy |
3,449
+94
| +3% | +$8.17K | 0.04% | 245 |
|
|
2022
Q3 | $316K | Sell |
3,355
-248
| -7% | -$23.4K | 0.05% | 234 |
|
|
2022
Q2 | $340K | Buy |
3,603
+84
| +2% | +$7.93K | 0.05% | 236 |
|
|
2022
Q1 | $483K | Buy |
3,519
+1,202
| +52% | +$165K | 0.06% | 236 |
|
|
2021
Q4 | $360K | Buy |
2,317
+314
| +16% | +$48.8K | 0.04% | 259 |
|
|
2021
Q3 | $339K | Buy |
+2,003
| New | +$339K | 0.05% | 236 |
|
|
2020
Q3 | – | Sell |
-1,813
| Closed | -$203K | – | 247 |
|
|
2020
Q2 | $203K | Sell |
1,813
-292
| -14% | -$32.7K | 0.04% | 224 |
|
|
2020
Q1 | $204K | Buy |
2,105
+637
| +43% | +$61.7K | 0.05% | 206 |
|
|
2019
Q4 | $212K | Buy |
+1,468
| New | +$212K | 0.04% | 224 |
|