Meridian 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 | $214K | Buy |
+1,727
| New | +$214K | 0.03% | 107 |
|
|
2025
Q1 | – | Sell |
-2,073
| Closed | -$231K | – | 105 |
|
|
2024
Q4 | $231K | Buy |
+2,073
| New | +$231K | 0.04% | 98 |
|
|
2024
Q3 | – | Sell |
-3,280
| Closed | -$326K | – | 112 |
|
|
2024
Q2 | $326K | Buy |
3,280
+285
| +10% | +$28.3K | 0.06% | 80 |
|
|
2024
Q1 | $366K | Buy |
2,995
+92
| +3% | +$11.3K | 0.07% | 73 |
|
|
2023
Q4 | $262K | Buy |
2,903
+259
| +10% | +$23.4K | 0.05% | 82 |
|
|
2023
Q3 | $214K | Buy |
+2,644
| New | +$214K | 0.04% | 88 |
|
|
2023
Q2 | – | Sell |
-2,053
| Closed | -$206K | – | 96 |
|
|
2023
Q1 | $206K | Buy |
+2,053
| New | +$206K | 0.04% | 90 |
|
|
2022
Q4 | – | Sell |
-2,262
| Closed | -$214K | – | 88 |
|
|
2022
Q3 | $214K | Buy |
+2,262
| New | +$214K | 0.05% | 76 |
|
|
2022
Q1 | – | Sell |
-1,735
| Closed | -$269K | – | 85 |
|
|
2021
Q4 | $269K | Buy |
1,735
+406
| +31% | +$62.9K | 0.05% | 67 |
|
|
2021
Q3 | $225K | Buy |
1,329
+47
| +4% | +$7.96K | 0.05% | 71 |
|
|
2021
Q2 | $225K | Buy |
1,282
+6
| +0.5% | +$1.05K | 0.05% | 72 |
|
|
2021
Q1 | $235K | Buy |
1,276
+68
| +6% | +$12.5K | 0.07% | 64 |
|
|
2020
Q4 | $219K | Buy |
1,208
+13
| +1% | +$2.36K | 0.09% | 61 |
|
|
2020
Q3 | $148K | Sell |
1,195
-146
| -11% | -$18.1K | 0.07% | 73 |
|
|
2020
Q2 | $150K | Buy |
1,341
+63
| +5% | +$7.05K | 0.08% | 68 |
|
|
2020
Q1 | $124K | Sell |
1,278
-12
| -0.9% | -$1.16K | 0.07% | 73 |
|
|
2019
Q4 | $186K | Buy |
+1,290
| New | +$186K | 0.12% | 63 |
|