Midland 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 | $1.22M | Sell |
9,816
-495
| -5% | -$61.4K | 0.07% | 68 |
|
2025
Q1 | $1.02M | Sell |
10,311
-503
| -5% | -$49.6K | 0.06% | 78 |
|
2024
Q4 | $1.2M | Sell |
10,814
-774
| -7% | -$86.2K | 0.07% | 75 |
|
2024
Q3 | $1.11M | Sell |
11,588
-1,070
| -8% | -$103K | 0.07% | 81 |
|
2024
Q2 | $1.26M | Sell |
12,658
-1,631
| -11% | -$162K | 0.07% | 73 |
|
2024
Q1 | $1.75M | Buy |
14,289
+2,365
| +20% | +$289K | 0.11% | 55 |
|
2023
Q4 | $1.08M | Buy |
+11,924
| New | +$1.08M | 0.07% | 81 |
|