Partnership 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 | $1.47M | Sell |
11,891
-229
| -2% | -$28.4K | 1.19% | 18 |
|
|
2025
Q1 | $1.2M | Sell |
12,120
-43
| -0.4% | -$4.24K | 1.02% | 23 |
|
|
2024
Q4 | $1.35M | Buy |
12,163
+420
| +4% | +$46.8K | 1.13% | 21 |
|
|
2024
Q3 | $1.13M | Buy |
11,743
+11,403
| +3,354% | +$1.1M | 0.8% | 27 |
|
|
2024
Q2 | $33.8K | Hold |
340
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $41.6K | Hold |
340
| – | – | 0.03% | 154 |
|
|
2023
Q4 | $32.7K | Buy |
+340
| New | +$32.7K | 0.02% | 159 |
|