PSP
Pacific Sage Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
4,919
-65
| -1% | -$8.06K | 0.12% | 54 |
|
|
2025
Q1 | $492K | Buy |
4,984
+230
| +5% | +$22.7K | 0.11% | 57 |
|
|
2024
Q4 | $529K | Buy |
4,754
+855
| +22% | +$95.2K | 0.12% | 52 |
|
|
2024
Q3 | $375K | Buy |
3,899
+83
| +2% | +$7.98K | 0.09% | 71 |
|
|
2024
Q2 | $379K | Sell |
3,816
-186
| -5% | -$18.5K | 0.09% | 66 |
|
|
2024
Q1 | $490K | Sell |
4,002
-141
| -3% | -$17.3K | 0.13% | 53 |
|
|
2023
Q4 | $374K | Sell |
4,143
-71
| -2% | -$6.41K | 0.1% | 66 |
|
|
2023
Q3 | $342K | Hold |
4,214
| – | – | 0.1% | 59 |
|
|
2023
Q2 | $376K | Sell |
4,214
-17
| -0.4% | -$1.52K | 0.11% | 56 |
|
|
2023
Q1 | $424K | Sell |
4,231
-136
| -3% | -$13.6K | 0.14% | 48 |
|
|
2022
Q4 | $379K | Buy |
+4,367
| New | +$379K | 0.13% | 52 |
|