Paragon Private Wealth Management’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 | $631K | Buy |
5,087
+64
| +1% | +$7.94K | 0.25% | 112 |
|
|
2025
Q1 | $496K | Sell |
5,023
-1,937
| -28% | -$191K | 0.23% | 116 |
|
|
2024
Q4 | $775K | Sell |
6,960
-146
| -2% | -$16.3K | 0.36% | 78 |
|
|
2024
Q3 | $684K | Buy |
7,106
+2,094
| +42% | +$201K | 0.34% | 84 |
|
|
2024
Q2 | $498K | Sell |
5,012
-97
| -2% | -$9.63K | 0.28% | 96 |
|
|
2024
Q1 | $625K | Buy |
5,109
+215
| +4% | +$26.3K | 0.37% | 79 |
|
|
2023
Q4 | $442K | Sell |
4,894
-25
| -0.5% | -$2.26K | 0.31% | 91 |
|
|
2023
Q3 | $399K | Sell |
4,919
-147
| -3% | -$11.9K | 0.33% | 86 |
|
|
2023
Q2 | $452K | Sell |
5,066
-315
| -6% | -$28.1K | 0.36% | 83 |
|
|
2023
Q1 | $539K | Sell |
5,381
-98
| -2% | -$9.81K | 0.45% | 73 |
|
|
2022
Q4 | $476K | Sell |
5,479
-155
| -3% | -$13.5K | 0.43% | 70 |
|
|
2022
Q3 | $588K | Sell |
5,634
-115
| -2% | -$12K | 0.57% | 50 |
|
|
2022
Q2 | $543K | Hold |
5,749
| – | – | 0.58% | 56 |
|
|
2022
Q1 | $620K | Buy |
5,749
+565
| +11% | +$60.9K | 0.61% | 49 |
|
|
2021
Q4 | $803K | Buy |
+5,184
| New | +$803K | 0.71% | 43 |
|