Meridian 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 | $2.13M | Sell |
17,167
-452
| -3% | -$56.1K | 0.09% | 195 |
|
|
2025
Q1 | $1.74M | Buy |
17,619
+1,147
| +7% | +$113K | 0.08% | 199 |
|
|
2024
Q4 | $1.83M | Sell |
16,472
-628
| -4% | -$69.9K | 0.09% | 198 |
|
|
2024
Q3 | $1.64M | Buy |
+17,100
| New | +$1.64M | 0.08% | 204 |
|
|
2024
Q2 | – | Sell |
-28,473
| Closed | -$3.48M | – | 343 |
|
|
2024
Q1 | $3.48M | Sell |
28,473
-8,622
| -23% | -$1.05M | 0.58% | 33 |
|
|
2023
Q4 | $3.35M | Sell |
37,095
-9,835
| -21% | -$888K | 0.21% | 108 |
|
|
2023
Q3 | $3.8M | Buy |
46,930
+12,875
| +38% | +$1.04M | 0.23% | 92 |
|
|
2023
Q2 | $3.04M | Sell |
34,055
-2,904
| -8% | -$259K | 0.26% | 79 |
|
|
2023
Q1 | $3.7M | Buy |
36,959
+2,519
| +7% | +$252K | 0.32% | 69 |
|
|
2022
Q4 | $2.99M | Sell |
34,440
-1,365
| -4% | -$119K | 0.29% | 76 |
|
|
2022
Q3 | $3.38M | Sell |
35,805
-28
| -0.1% | -$2.64K | 0.36% | 59 |
|
|
2022
Q2 | $3.38M | Buy |
35,833
+5,113
| +17% | +$483K | 0.28% | 91 |
|
|
2022
Q1 | $4.21M | Buy |
30,720
+1,544
| +5% | +$212K | 0.46% | 43 |
|
|
2021
Q4 | $4.52M | Buy |
29,176
+2,320
| +9% | +$359K | 0.48% | 37 |
|
|
2021
Q3 | $4.54M | Sell |
26,856
-220
| -0.8% | -$37.2K | 0.56% | 33 |
|
|
2021
Q2 | $4.76M | Buy |
27,076
+1,450
| +6% | +$255K | 0.61% | 32 |
|
|
2021
Q1 | $4.73M | Buy |
25,626
+1,918
| +8% | +$354K | 0.69% | 27 |
|
|
2020
Q4 | $4.3M | Sell |
23,708
-1,108
| -4% | -$201K | 0.68% | 29 |
|
|
2020
Q3 | $3.08M | Sell |
24,816
-12,345
| -33% | -$1.53M | 0.75% | 27 |
|
|
2020
Q2 | $4.14M | Buy |
37,161
+8,012
| +27% | +$893K | 1.39% | 15 |
|
|
2020
Q1 | $2.82M | Sell |
29,149
-30,271
| -51% | -$2.92M | 1.25% | 14 |
|
|
2019
Q4 | $8.59M | Buy |
59,420
+11,195
| +23% | +$1.62M | 4.13% | 4 |
|
|
2019
Q3 | $6.29M | Buy |
48,225
+17,113
| +55% | +$2.23M | 2.96% | 9 |
|
|
2019
Q2 | $43.4K | Buy |
31,112
+26,669
| +600% | +$37.2K | 1.76% | 14 |
|
|
2019
Q1 | $493K | Sell |
4,443
-1,002
| -18% | -$111K | 0.22% | 85 |
|
|
2018
Q4 | $597K | Buy |
5,445
+1,488
| +38% | +$163K | 0.35% | 58 |
|
|
2018
Q3 | $463K | Sell |
3,957
-291
| -7% | -$34K | 0.2% | 94 |
|
|
2018
Q2 | $445K | Buy |
4,248
+355
| +9% | +$37.2K | 0.21% | 104 |
|
|
2018
Q1 | $391K | Sell |
3,893
-469
| -11% | -$47.1K | 0.2% | 109 |
|
|
2017
Q4 | $473K | Sell |
4,362
-55
| -1% | -$5.96K | 0.29% | 82 |
|
|
2017
Q3 | $440K | Sell |
4,417
-2,942
| -40% | -$293K | 0.28% | 85 |
|
|
2017
Q2 | $782K | Sell |
7,359
-4,332
| -37% | -$460K | 0.5% | 39 |
|
|
2017
Q1 | $1.33M | Buy |
11,691
+425
| +4% | +$48.2K | 0.79% | 27 |
|
|
2016
Q4 | $1.18M | Buy |
+11,266
| New | +$1.18M | 0.94% | 22 |
|