Nabity-Jensen Investment 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 | $660K | Sell |
5,325
-451
| -8% | -$55.9K | 0.49% | 38 |
|
|
2025
Q1 | $570K | Buy |
5,776
+63
| +1% | +$6.22K | 0.45% | 45 |
|
|
2024
Q4 | $636K | Hold |
5,713
| – | – | 0.48% | 41 |
|
|
2024
Q3 | $550K | Buy |
5,713
+320
| +6% | +$30.8K | 0.42% | 44 |
|
|
2024
Q2 | $535K | Sell |
5,393
-85
| -2% | -$8.44K | 0.44% | 42 |
|
|
2024
Q1 | $670K | Hold |
5,478
| – | – | 0.55% | 35 |
|
|
2023
Q4 | $495K | Buy |
+5,478
| New | +$495K | 0.45% | 43 |
|