Paladin Advisory 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
Q2 | $17.4K | Sell |
140
-459
| -77% | -$56.9K | 0.01% | 180 |
|
|
2025
Q1 | $59.1K | Hold |
599
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $66.7K | Hold |
599
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $57.6K | Hold |
599
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $58.7K | Sell |
599
-276
| -32% | -$27.1K | 0.05% | 135 |
|
|
2024
Q1 | $106K | Sell |
875
-244
| -22% | -$29.7K | 0.08% | 109 |
|
|
2023
Q4 | $101K | Sell |
1,119
-163
| -13% | -$14.7K | 0.08% | 112 |
|
|
2023
Q3 | $104K | Hold |
1,282
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $114K | Sell |
1,282
-362
| -22% | -$32.3K | 0.09% | 116 |
|
|
2023
Q1 | $165K | Buy |
+1,644
| New | +$165K | 0.14% | 104 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 61 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 61 |
|
|
2022
Q2 | – | Sell |
-1,681
| Closed | -$230K | – | 63 |
|
|
2022
Q1 | $230K | Buy |
+1,681
| New | +$230K | 0.19% | 88 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 60 |
|