Naviter Wealth’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 | $2.59M | Sell |
20,835
-1,554
| -7% | -$193K | 0.32% | 81 |
|
|
2025
Q1 | $2.2M | Buy |
22,389
+13
| +0.1% | +$1.28K | 0.27% | 104 |
|
|
2024
Q4 | $2.5M | Buy |
22,376
+4,578
| +26% | +$512K | 0.3% | 83 |
|
|
2024
Q3 | $1.71M | Buy |
17,798
+61
| +0.3% | +$5.87K | 0.24% | 120 |
|
|
2024
Q2 | $1.76M | Buy |
17,737
+1,459
| +9% | +$145K | 0.26% | 112 |
|
|
2024
Q1 | $1.99M | Buy |
16,278
+1,494
| +10% | +$183K | 0.33% | 83 |
|
|
2023
Q4 | $1.34M | Buy |
14,784
+2,982
| +25% | +$270K | 0.27% | 98 |
|
|
2023
Q3 | $957K | Buy |
11,802
+486
| +4% | +$39.4K | 0.23% | 103 |
|
|
2023
Q2 | $1.01M | Buy |
11,316
+1,836
| +19% | +$164K | 0.26% | 102 |
|
|
2023
Q1 | $949K | Sell |
9,480
-854
| -8% | -$85.5K | 0.33% | 87 |
|
|
2022
Q4 | $1.1M | Buy |
10,334
+485
| +5% | +$51.4K | 0.3% | 82 |
|
|
2022
Q3 | $929K | Buy |
9,849
+860
| +10% | +$81.1K | 0.38% | 56 |
|
|
2022
Q2 | $849K | Sell |
8,989
-15,050
| -63% | -$1.42M | 0.35% | 66 |
|
|
2022
Q1 | $3.3M | Buy |
24,039
+4,069
| +20% | +$558K | 1.1% | 30 |
|
|
2021
Q4 | $3.09M | Buy |
+19,970
| New | +$3.09M | 0.92% | 35 |
|