Moss Adams 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 | $555K | Sell |
4,479
-507
| -10% | -$62.9K | 0.05% | 123 |
|
|
2025
Q1 | $492K | Buy |
4,986
+665
| +15% | +$65.6K | 0.05% | 110 |
|
|
2024
Q4 | $483K | Buy |
4,321
+84
| +2% | +$9.4K | 0.05% | 102 |
|
|
2024
Q3 | $408K | Buy |
4,237
+391
| +10% | +$37.6K | 0.04% | 114 |
|
|
2024
Q2 | $382K | Buy |
3,846
+513
| +15% | +$50.9K | 0.05% | 102 |
|
|
2024
Q1 | $408K | Buy |
3,333
+868
| +35% | +$106K | 0.07% | 87 |
|
|
2023
Q4 | $223K | Buy |
+2,465
| New | +$223K | 0.05% | 107 |
|