Modern 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 | $1.47M | Sell |
11,836
-5,104
| -30% | -$633K | 0.04% | 303 |
|
|
2025
Q1 | $1.67M | Buy |
16,940
+1,141
| +7% | +$113K | 0.05% | 232 |
|
|
2024
Q4 | $1.76M | Buy |
15,799
+3,759
| +31% | +$419K | 0.07% | 193 |
|
|
2024
Q3 | $1.16M | Sell |
12,040
-2,056
| -15% | -$198K | 0.07% | 150 |
|
|
2024
Q2 | $1.4M | Buy |
14,096
+2
| +0% | +$199 | 0.1% | 118 |
|
|
2024
Q1 | $1.72M | Buy |
14,094
+8,646
| +159% | +$1.06M | 0.16% | 82 |
|
|
2023
Q4 | $492K | Buy |
+5,448
| New | +$492K | 0.06% | 92 |
|