Meadow Creek Wealth Advisors’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 | $357K | Buy |
2,881
+479
| +20% | +$59.4K | 0.24% | 89 |
|
|
2025
Q1 | $237K | Buy |
2,402
+48
| +2% | +$4.74K | 0.18% | 119 |
|
|
2024
Q4 | $262K | Buy |
2,354
+25
| +1% | +$2.78K | 0.19% | 106 |
|
|
2024
Q3 | $224K | Buy |
+2,329
| New | +$224K | 0.18% | 124 |
|
|
2024
Q2 | – | Sell |
-9,682
| Closed | -$1.18M | – | 124 |
|
|
2024
Q1 | $1.18M | Buy |
+9,682
| New | +$1.18M | 0.82% | 31 |
|