Omni 360 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 | $253K | Sell |
2,039
-176
| -8% | -$21.8K | 0.12% | 167 |
|
|
2025
Q1 | $219K | Buy |
2,215
+90
| +4% | +$8.88K | 0.13% | 141 |
|
|
2024
Q4 | $237K | Sell |
2,125
-270
| -11% | -$30.1K | 0.15% | 109 |
|
|
2024
Q3 | $230K | Buy |
+2,395
| New | +$230K | 0.15% | 113 |
|
|
2024
Q2 | – | Sell |
-1,659
| Closed | -$203K | – | 114 |
|
|
2024
Q1 | $203K | Buy |
+1,659
| New | +$203K | 0.17% | 106 |
|