Newton One Investments’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 | $4.77K | Hold |
38
| – | – | ﹤0.01% | 111 |
|
|
2025
Q1 | $3.8K | Hold |
38
| – | – | ﹤0.01% | 106 |
|
|
2024
Q4 | $4.27K | Buy |
+38
| New | +$4.27K | ﹤0.01% | 110 |
|
|
2024
Q3 | – | Sell |
-38
| Closed | -$3.79K | – | 56 |
|
|
2024
Q2 | $3.79K | Hold |
38
| – | – | ﹤0.01% | 105 |
|
|
2024
Q1 | $4.67K | Sell |
38
-1,000
| -96% | -$123K | ﹤0.01% | 102 |
|
|
2023
Q4 | $93.7K | Hold |
1,038
| – | – | 0.04% | 57 |
|
|
2023
Q3 | $84.1K | Sell |
1,038
-200
| -16% | -$16.2K | 0.05% | 56 |
|
|
2023
Q2 | $111K | Buy |
1,238
+200
| +19% | +$17.9K | 0.06% | 55 |
|
|
2023
Q1 | $104K | Hold |
1,038
| – | – | 0.06% | 56 |
|
|
2022
Q4 | $90.2K | Hold |
1,038
| – | – | 0.06% | 55 |
|
|
2022
Q3 | $98K | Hold |
1,038
| – | – | 0.07% | 48 |
|
|
2022
Q2 | $98K | Hold |
1,038
| – | – | 0.07% | 52 |
|
|
2022
Q1 | $142K | Sell |
1,038
-38
| -4% | -$5.2K | 0.1% | 41 |
|
|
2021
Q4 | $167K | Hold |
1,076
| – | – | 0.12% | 39 |
|
|
2021
Q3 | $182K | Hold |
1,076
| – | – | 0.14% | 36 |
|
|
2021
Q2 | $189K | Buy |
1,076
+76
| +8% | +$13.3K | 0.15% | 34 |
|
|
2021
Q1 | $185K | Hold |
1,000
| – | – | 0.16% | 27 |
|
|
2020
Q4 | $181K | Buy |
+1,000
| New | +$181K | 0.18% | 25 |
|