National Wealth Management Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $506K | Sell |
5,130
-22
| -0.4% | -$2.17K | 0.33% | 72 |
|
|
2024
Q4 | $574K | Buy |
5,152
+1
| +0% | +$111 | 0.38% | 59 |
|
|
2024
Q3 | $495K | Buy |
+5,151
| New | +$495K | 0.34% | 74 |
|
|
2022
Q2 | – | Sell |
-2,065
| Closed | -$283K | – | 113 |
|
|
2022
Q1 | $283K | Buy |
2,065
+39
| +2% | +$5.35K | 0.27% | 84 |
|
|
2021
Q4 | $314K | Buy |
+2,026
| New | +$314K | 0.29% | 83 |
|